← 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
701
APA
American Portfolios Advisors
New York
$64.6K +$8.01K 2 0.01% Increased
702
QC
QCM Cayman
Texas
$63K +$9.37K 1 0.29% Increased
703
BW
Bison Wealth
Georgia
$62K +$3.24K 1 0.05% Increased
704
MA
MANA Advisors
New York
$62K +$55.2K 1 0.33% New
705
Parallel Advisors
Parallel Advisors
California
$62K +$994 2 0.01% Increased
706
Geneos Wealth Management
Geneos Wealth Management
Colorado
$59K +$107 2 0% Increased
707
IP
Intellectus Partners
California
$57K $0 1 0.02% Maintained
708
MSR
Main Street Research
Connecticut
$57K $0 1 0.01% Maintained
709
PCP
Proficio Capital Partners
Massachusetts
$57K +$561 2 0.02% Increased
710
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$55K +$18.5K 3 0% Increased
711
ZB
Zions Bancorporation
Utah
$52K -$1.57K 1 0.04% Reduced
712
CBT
Capital Bank & Trust
California
$50K +$24.3K 2 0% Increased
713
FRA
Front Row Advisors
California
$50K $0 1 0.03% Maintained
714
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$50K -$8.99K 2 0% Reduced
715
MSFP
Mark Sheptoff Financial Planning
Connecticut
$49K $0 1 0.04% Maintained
716
PCG
Private Capital Group
Connecticut
$43K +$1.44K 3 0.01% Increased
717
BCA
Bray Capital Advisors
Florida
$37K $0 1 0.02% Maintained
718
TPWA
TRUE Private Wealth Advisors
Oregon
$37K $0 1 0.01% Maintained
719
FANJ
Financial Architects (New Jersey)
New Jersey
$35K -$427 1 0.01% Reduced
720
FHA
Flagship Harbor Advisors
Massachusetts
$34K +$32K 2 0.01% New
721
MCM
Mainstay Capital Management
Michigan
$34K $0 1 0.03% Maintained
722
CAW
Cornerstone Advisors (Washington)
Washington
$31K +$936 3 0.02% Increased
723
RFM
Royal Fund Management
Florida
$31K $0 1 0.01% Maintained
724
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$27K $0 1 0.01% Maintained
725
PCM
Princeton Capital Management
New Jersey
$26K $0 1 0.01% Maintained