← 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
MWC
MBM Wealth Consultants
Missouri
$26K +$27.2K 1 0.02% New
702
FHA
Flagship Harbor Advisors
Massachusetts
$25K $0 3 0.01% Maintained
703
Quadrant Capital Group
Quadrant Capital Group
Ohio
$24K $0 3 0% Maintained
704
RCAG
Rehmann Capital Advisory Group
Michigan
$23.8K -$9.26K 3 0% Reduced
705
CBOA
Commonwealth Bank of Australia
Australia
$22K $0 1 0% Maintained
706
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$21K $0 1 0.01% Maintained
707
SWM
SeaCrest Wealth Management
New York
$21K -$206K 3 0% Reduced
708
SIA
SeaBridge Investment Advisors
New Jersey
$20K $0 1 0.01% Maintained
709
HR
Howe & Rusling
New York
$19K -$6.21K 2 0% Reduced
710
JFA
JNBA Financial Advisors
Minnesota
$18K $0 1 0% Maintained
711
PFBT
Parkside Financial Bank & Trust
Missouri
$17K -$18.1K 3 0.01% Reduced
712
WCG
Weaver Consulting Group
California
$16K +$16.8K 1 0% New
713
ZB
Zions Bancorporation
Utah
$15K -$26K 1 0% Reduced
714
Central Trust Company
Central Trust Company
Missouri
$14K $0 1 0% Maintained
715
PGA
Premia Global Advisors
Florida
$14K +$13.5K 1 0.01% New
716
DSI
Daiwa SB Investments
Japan
$13K $0 1 0% Maintained
717
HS
Horan Securities
United States
$13K +$15.3K 1 0.01% New
718
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$13K +$13.2K 1 0% New
719
WF
WealthTrust Fairport
Ohio
$13K +$13.5K 1 0% New
720
CFN
Cordasco Financial Network
Florida
$12K +$11.5K 1 0.01% New
721
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$12K -$9.54K 2 0% Reduced
722
HI
Human Investing
Oregon
$12K $0 1 0% Maintained
723
TL
TrueWealth LLC
Georgia
$12K $0 1 0.01% Maintained
724
WTB
Washington Trust Bank
Washington
$12K $0 1 0% Maintained
725
BCA
Berman Capital Advisors
Georgia
$11K +$9.9K 2 0% Increased