← 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
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$59K -$5.94K 4 0% Reduced
677
FFC
First Financial Corp
Indiana
$58K $0 1 0.04% Maintained
678
NFG
Next Financial Group
Texas
$58K -$95.3K 4 0.01% Reduced
679
NFH
NEXT Financial Holdings
Texas
$58K +$60.1K 4 0.01% New
680
LFA
Legacy Financial Advisors
Kentucky
$56K -$18.2K 3 0.02% Reduced
681
Shelton Capital Management
Shelton Capital Management
Colorado
$53.1K -$1.92M 1 0.21% Reduced
682
MCM
Manchester Capital Management
Vermont
$53K +$61.1K 1 0.01% New
683
Geneos Wealth Management
Geneos Wealth Management
Colorado
$50K -$12.6K 2 0% Reduced
684
VCM
Versant Capital Management
Arizona
$50K +$481 5 0.02% Increased
685
APA
American Portfolios Advisors
New York
$41K -$157 2 0% Reduced
686
CBT
Capital Bank & Trust
California
$41K $0 2 0% Maintained
687
RFA
Reilly Financial Advisors
California
$40K $0 1 0.01% Maintained
688
SWA
Sutton Wealth Advisors
Florida
$38.6K -$51K 2 0.02% Reduced
689
Quantbot Technologies
Quantbot Technologies
New York
$38K -$676K 1 0% Reduced
690
CAW
Cornerstone Advisors (Washington)
Washington
$37K +$1.43K 1 0% Increased
691
LC
Lindbrook Capital
California
$35K $0 2 0.01% Maintained
692
MSFP
Mark Sheptoff Financial Planning
Connecticut
$35K $0 1 0.03% Maintained
693
WCM
WealthBridge Capital Management
Ohio
$35K -$5.72K 2 0.02% Reduced
694
Bessemer Group
Bessemer Group
New Jersey
$33K -$175K 1 0% Reduced
695
CAN
Claraphi Advisory Network
United States
$33K +$32.7K 1 0.02% New
696
WCM
Whitener Capital Management
North Carolina
$33K $0 1 0.02% Maintained
697
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$31K +$29K 1 0% New
698
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K $0 1 0% Maintained
699
FANJ
Financial Architects (New Jersey)
New Jersey
$29K -$6.39K 1 0% Reduced
700
JIP
JBJ Investment Partners
South Carolina
$27K +$30.6K 1 0.01% New