← 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
PRC
Pearl River Capital
Michigan
$52K +$54.2K 2 0.24% New
702
CBT
Capital Bank & Trust
California
$51K -$1.85K 2 0% Reduced
703
PCP
Proficio Capital Partners
Massachusetts
$51K +$884 2 0.02% Increased
704
TC
Telemus Capital
Michigan
$51K +$63.5K 1 0% New
705
CFGS
Concourse Financial Group Securities
Alabama
$50K +$392 3 0.01% Increased
706
NFG
NewFocus Financial Group
Washington
$45K +$56K 1 0.03% New
707
JA
JOYN Advisors
Georgia
$43K -$7.53K 4 0.01% Reduced
708
WCM
WealthBridge Capital Management
Ohio
$42K +$46.4K 2 0.03% New
709
W
WealthOne
New York
$42K +$46K 1 0.04% New
710
RFA
Reilly Financial Advisors
California
$40K -$62K 1 0.01% Reduced
711
WCM
Whitener Capital Management
North Carolina
$39K $0 1 0.03% Maintained
712
DWM
Doyle Wealth Management
Florida
$37K +$43.2K 2 0.01% New
713
APA
American Portfolios Advisors
New York
$36.2K -$7.35K 2 0% Reduced
714
Evergreen Capital Management
Evergreen Capital Management
Washington
$36K -$23.6K 1 0% Reduced
715
MA
MANA Advisors
New York
$36K +$44.6K 1 0.23% New
716
PFBT
Parkside Financial Bank & Trust
Missouri
$35K +$9.48K 4 0.01% Increased
717
ZB
Zions Bancorporation
Utah
$35K -$25.7K 1 0.03% Reduced
718
RCAG
Rehmann Capital Advisory Group
Michigan
$32.8K -$7.61K 3 0% Reduced
719
LC
Lindbrook Capital
California
$31K +$37.3K 2 0.02% New
720
FANJ
Financial Architects (New Jersey)
New Jersey
$30K $0 1 0.01% Maintained
721
MSFP
Mark Sheptoff Financial Planning
Connecticut
$30K $0 1 0.02% Maintained
722
CAW
Cornerstone Advisors (Washington)
Washington
$29K +$3.5K 2 0.01% Increased
723
FHA
Flagship Harbor Advisors
Massachusetts
$26K $0 3 0.01% Maintained
724
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K +$27.5K 1 0% New
725
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$23K +$3K 2 0% Increased