← 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
EWP
Engrave Wealth Partners
Texas
$6K $0 1 0.01% Maintained
677
NSIM
North Star Investment Management
Illinois
$6K +$1.19K 1 0% Increased
678
PWMG
Prestige Wealth Management Group
New Jersey
$6K -$15.6K 1 0% Reduced
679
AF
Advisornet Financial
Minnesota
$5K -$17K 2 0% Reduced
680
BWM
Baystate Wealth Management
Massachusetts
$5K +$51 1 0% Increased
681
MCM
MV Capital Management
Maryland
$5K $0 1 0% Maintained
682
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$5K -$3K 2 0% Reduced
683
WCG
Weaver Consulting Group
California
$5K +$4.47K 1 0% New
684
WEC
Winslow Evans & Crocker
Massachusetts
$5K +$4.25K 1 0% New
685
CIA
Cascade Investment Advisors
Oregon
$4.99K +$4.71K 1 0% New
686
CHA
Carmichael Hill & Associates
Maryland
$4K $0 1 0% Maintained
687
CFN
Cordasco Financial Network
Florida
$4K +$34 1 0% Increased
688
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$1.8K 1 0% Increased
689
GWMIA
Global Wealth Management Investment Advisory
Florida
$4K $0 1 0% Maintained
690
RIA
RPG Investment Advisory
California
$4K +$3.17K 1 0% New
691
Smithfield Trust
Smithfield Trust
Pennsylvania
$4K +$3.06K 1 0% New
692
TD Private Client Wealth
TD Private Client Wealth
New York
$3.71K -$2.35K 1 0% Reduced
693
Central Trust Company
Central Trust Company
Missouri
$3K +$2.39K 1 0% New
694
Fidelity International
Fidelity International
Bermuda
$3K -$3.58M 1 0% Reduced
695
KTC
Kistler-Tiffany Companies
Pennsylvania
$3K $0 1 0% Maintained
696
ZB
Zions Bancorporation
Utah
$3K -$7.69K 1 0% Reduced
697
Balentine LLC
Balentine LLC
Georgia
$2K +$2.04K 1 0% New
698
HIA
Harbor Investment Advisory
Maryland
$2K +$1.32K 1 0% New
699
JCM
Jacobi Capital Management
Pennsylvania
$2K $0 1 0% Maintained
700
SCA
Stonebridge Capital Advisors
Minnesota
$2K $0 1 0% Maintained