← 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	EWM Edge Wealth Management New York	$5K	$0	1	0%	Maintained
702	LPWM Lake Point Wealth Management Rockwall, Texas	$5K	+$9.2K	1	0%	New
703	LC Lindbrook Capital Calabasas, California	$5K	-$1.86K	3	0%	Reduced
704	NFG Next Financial Group Houston, Texas	$5K	-$68K	2	0%	Reduced
705	PO Private Ocean San Rafael, California	$5K	+$10.5K	1	0%	New
706	TL TrueWealth LLC Atlanta, Georgia	$5K	$0	1	0%	Maintained
707	WB West Bancorporation West Des Moines, Iowa	$5K	$0	1	0.01%	Maintained
708	TD Private Client Wealth New York	$4.76K	+$525	2	0%	Increased
709	Advisory Alpha Holland, Michigan	$4.16K	+$381	2	0%	Increased
710	BWM Baystate Wealth Management Boston, Massachusetts	$4K	+$53	1	0%	Increased
711	EWP Engrave Wealth Partners The Woodlands, Texas	$4K	+$57	1	0%	Increased
712	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$4K	$0	1	0%	Maintained
713	LSA Lion Street Advisors Austin, Texas	$4K	+$7.44K	1	0.02%	New
714	MCM MV Capital Management Bethesda, Maryland	$4K	-$1.89K	1	0%	Reduced
715	NSIM North Star Investment Management Chicago, Illinois	$4K	$0	1	0%	Maintained
716	RCA Ranch Capital Advisors Sarasota, Florida	$4K	$0	1	0%	Maintained
717	SNT Security National Trust Wheeling, West Virginia	$4K	$0	1	0%	Maintained
718	CFN Cordasco Financial Network Naples, Florida	$3K	+$26	1	0%	Increased
719	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$3K	+$5.25K	1	0%	New
720	CT Caldwell Trust Venice, Florida	$2.92K	$0	1	0%	Maintained
721	AIL AGF Investments LLC Toronto, Ontario, Canada	$2K	$0	1	0%	Maintained
722	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$2K	+$4.11K	1	0%	New
723	JCM Jacobi Capital Management Pittston, Pennsylvania	$2K	$0	1	0%	Maintained
724	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$2K	-$140K	2	0%	Reduced
725	TFO Tarbox Family Office Newport Beach, California	$2K	-$5K	2	0%	Reduced