← 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
TFGT
TS Financial Group (TSFG)
Illinois
$2K $0 1 0% Maintained
702
BWA
Burt Wealth Advisors
Maryland
$1K $0 1 0% Maintained
703
CFD
Creative Financial Designs
Indiana
$1K +$970 1 0% New
704
GWS
Glassman Wealth Services
Virginia
$1K +$153 2 0% Increased
705
Gradient Investments
Gradient Investments
Minnesota
$1K $0 1 0% Maintained
706
IRC
Investors Research Corp
Georgia
$1K $0 1 0% Maintained
707
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$1K -$1.65K 2 0% Reduced
708
RWM
Raffa Wealth Management
District of Columbia
$873 $0 1 0% Maintained
709
3C
361 Capital
Colorado
$0 -$627K 0 – Closed
710
APG
Abacus Planning Group
South Carolina
$0 -$167K 0 – Closed
711
Advisory Alpha
Advisory Alpha
Michigan
$0 -$4.16K 0 – Closed
712
Advisory Services Network
Advisory Services Network
Georgia
$0 -$101K 0 – Closed
713
AIL
AGF Investments LLC
Ontario, Canada
$0 -$2K 0 – Closed
714
AWS
AJ Wealth Strategies
New York
$0 -$369K 0 – Closed
715
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0 -$3.61M 0 – Closed
716
AU
Algebris (UK)
United Kingdom
$0 -$574K 0 – Closed
717
Allworth Financial
Allworth Financial
California
$0 -$7K 0 – Closed
718
AIC
Ameritas Investment Company
Nebraska
$0 -$5K 0 – Closed
719
AMF Tjänstepension
AMF Tjänstepension
Sweden
$0 -$7.86M 0 – Closed
720
AT
Arden Trust
Delaware
$0 -$110K 0 – Closed
721
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$0 -$554K 0 – Closed
722
ALAM
Asahi Life Asset Management
Japan
$0 -$194K 0 – Closed
723
ACM
Ashford Capital Management
Delaware
$0 -$12.7M 0 – Closed
724
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$0 -$427K 0 – Closed
725
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0 -$2.49M 0 – Closed