← All themes Digital Payments & Fintech

Neobanks

Neobanks run current accounts and cards from an app with no branch network, which lowers the cost of serving each customer. They compete on fees and on how fast an account can be opened rather than on physical presence.

25 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
676
PFBT
Parkside Financial Bank & Trust
Missouri
$3K -$2.12K 3 0% Reduced
677
Penserra Capital Management
Penserra Capital Management
California
$3K -$427 1 0% Reduced
678
WA
Winfield Associates
Ohio
$3K $0 1 0% Maintained
679
KTC
Kistler-Tiffany Companies
Pennsylvania
$2K +$2.01K 1 0% New
680
OFW
Omnia Family Wealth
Florida
$2K -$2K 1 0% Reduced
681
TFO
Tarbox Family Office
California
$2K $0 1 0% Maintained
682
Financial Engines Advisors
Financial Engines Advisors
California
$1K +$1.32K 1 0% New
683
HMS
Hanseatic Management Services
New Mexico
$1K $0 1 0% Maintained
684
Huntington National Bank
Huntington National Bank
Ohio
$1K -$2K 1 0% Reduced
685
AIM
Acrospire Investment Management
Illinois
$0 -$158K 0 – Closed
686
AP
Advisors Preferred
Maryland
$0 -$38K 0 – Closed
687
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management
Israel
$0 -$1.24M 0 – Closed
688
Brandes Investment Partners
Brandes Investment Partners
California
$0 -$176K 0 – Closed
689
CGI
Calixto Global Investors
Florida
$0 -$23.8M 0 – Closed
690
CCIA
Campbell & Co Investment Adviser
Maryland
$0 -$231K 0 – Closed
691
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$0 -$2.45M 0 – Closed
692
Caxton Associates (New York)
Caxton Associates (New York)
New York
$0 -$464K 0 – Closed
693
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$0 -$765K 0 – Closed
694
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$0 $0 1 0% Maintained
695
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$0 -$237K 0 – Closed
696
CIBC World Market
CIBC World Market
Ontario, Canada
$0 -$1.19M 0 – Closed
697
CFIC
City Financial Investment Company
United Kingdom
$0 -$785K 0 – Closed
698
CL
Croft-Leominster
Maryland
$0 -$5.72M 0 – Closed
699
CC
Crosslink Capital
California
$0 -$12.8M 0 – Closed
700
CCS
Crosspoint Capital Strategies
California
$0 -$7K 0 – Closed