← 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
726
FANJ
Financial Architects (New Jersey)
New Jersey
$35K -$760 1 0.01% Reduced
727
FHA
Flagship Harbor Advisors
Massachusetts
$35K -$3.71K 3 0.01% Reduced
728
CAW
Cornerstone Advisors (Washington)
Washington
$31K -$620 2 0.02% Reduced
729
PFBT
Parkside Financial Bank & Trust
Missouri
$29K +$23.4K 5 0.01% Increased
730
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$28K -$25.3K 2 0% Reduced
731
MCM
Mainstay Capital Management
Michigan
$28K $0 1 0.02% Maintained
732
Quadrant Capital Group
Quadrant Capital Group
Ohio
$26K $0 3 0.01% Maintained
733
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$24K -$7.07K 1 0% Reduced
734
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$21K $0 1 0.01% Maintained
735
Central Trust Company
Central Trust Company
Missouri
$21K +$19.3K 1 0% New
736
KPCM
Kings Point Capital Management
New York
$20K +$21.1K 1 0% New
737
EWM
Endurance Wealth Management
Rhode Island
$19K +$13.4K 1 0% Increased
738
CBOA
Commonwealth Bank of Australia
Australia
$18K -$2.71K 1 0% Reduced
739
Krilogy Financial
Krilogy Financial
Missouri
$17K +$17.3K 1 0% New
740
TL
TrueWealth LLC
Georgia
$17K $0 1 0.01% Maintained
741
WTB
Washington Trust Bank
Washington
$17K $0 1 0% Maintained
742
YWP
YorkBridge Wealth Partners
New York
$17K -$3K 1 0.01% Reduced
743
IFAM
Institutional & Family Asset Management
Colorado
$15K +$13.5K 2 0% Increased
744
WBC
West Branch Capital
Massachusetts
$15K +$1.38M 1 0.01% New
745
PWAG
Polaris Wealth Advisory Group
California
$14K +$15.4K 1 0% New
746
FRA
Front Row Advisors
California
$12K -$35.7K 1 0.01% Reduced
747
FCB
First Command Bank
Texas
$10K $0 1 0% Maintained
748
FCFS
First Command Financial Services
Texas
$10K $0 1 0% Maintained
749
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$10K $0 2 0% Maintained
750
WWM
Willingdon Wealth Management
North Carolina
$10K +$10.5K 1 0% New