← 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
SignatureFD
SignatureFD
Georgia
$180K +$13.8K 3 0.01% Increased
677
PEAK6 Investments
PEAK6 Investments
Illinois
$177K -$29.5M 1 0% Reduced
678
OC
Oakworth Capital
Alabama
$176K $0 1 0.03% Maintained
679
TAM
Tyers Asset Management
Texas
$175K $0 1 0.01% Maintained
680
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$173K $0 1 0% Maintained
681
CG
Cutler Group
California
$171K -$250K 3 0.02% Reduced
682
PCG
Private Capital Group
Connecticut
$164K +$110K 2 0.03% Increased
683
FWM
Focused Wealth Management
New York
$153K -$48.6K 1 0.04% Reduced
684
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$152K -$9K 2 0.02% Reduced
685
CFGS
Concourse Financial Group Securities
Alabama
$146K +$77.1K 2 0.04% Increased
686
Davenport & Co
Davenport & Co
Virginia
$146K $0 1 0% Maintained
687
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$143K +$66.4K 1 0.01% Increased
688
SAM
Securian Asset Management
Minnesota
$135K -$11.5K 1 0% Reduced
689
WIC
Woodmont Investment Counsel
Tennessee
$130K -$113K 1 0.03% Reduced
690
CICI
Capital Investment Counsel Inc
North Carolina
$123K $0 1 0.04% Maintained
691
BWM
BerganKDV Wealth Management
Minnesota
$116K $0 1 0.02% Maintained
692
FGAM
Financial Gravity Asset Management
Texas
$111K +$2.64K 1 0.1% Increased
693
EARNEST Partners
EARNEST Partners
Georgia
$107K $0 2 0% Maintained
694
FCM
Firsthand Capital Management
California
$107K $0 1 0.04% Maintained
695
HCM
Highlander Capital Management
New Jersey
$106K $0 1 0.07% Maintained
696
Sowell Financial Services
Sowell Financial Services
Arkansas
$105K +$103K 1 0.01% New
697
RCM
Radcliffe Capital Management
Pennsylvania
$102K $0 1 0.02% Maintained
698
FFC
First Financial Corp
Indiana
$64K $0 1 0.05% Maintained
699
Geneos Wealth Management
Geneos Wealth Management
Colorado
$63K +$2.21K 3 0% Increased
700
PCM
Prelude Capital Management
New York
$61K +$21.9K 2 0% Increased