← 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	BCA Berman Capital Advisors Atlanta, Georgia	$20K	+$4.17K	4	0.01%	Increased
727	OIA Optimum Investment Advisors Chicago, Illinois	$20K	+$2.33K	1	0.01%	Increased
728	ZB Zions Bancorporation Salt Lake City, Utah	$18K	$0	1	0%	Maintained
729	GAM Gemmer Asset Management Walnut Creek, California	$17K	+$11.9K	5	0%	Increased
730	EWM Endurance Wealth Management Providence, Rhode Island	$16K	+$9.95K	2	0%	Increased
731	PMFA Plante Moran Financial Advisors Southfield, Michigan	$16K	$0	1	0%	Maintained
732	WCG Weaver Consulting Group Huntington Beach, California	$16K	$0	1	0.01%	Maintained
733	CBT Capital Bank & Trust Irvine, California	$15K	-$5K	1	0%	Reduced
734	CFN Cordasco Financial Network Naples, Florida	$15K	+$65	1	0.01%	Increased
735	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$15K	-$2K	1	0%	Reduced
736	Avior Wealth Management Omaha, Nebraska	$14K	+$1.33K	1	0%	Increased
737	FHA Flagship Harbor Advisors Boston, Massachusetts	$13K	$0	2	0%	Maintained
738	LC Lindbrook Capital Calabasas, California	$12K	+$2.53K	1	0%	Increased
739	DWA Dorsey Wright & Associates Pasadena, California	$11K	+$10.5K	1	0%	New
740	First Horizon Advisors Memphis, Tennessee	$11K	+$6.93K	1	0%	Increased
741	MCM MV Capital Management Bethesda, Maryland	$11K	$0	1	0%	Maintained
742	BWM Baystate Wealth Management Boston, Massachusetts	$10K	+$65	1	0%	Increased
743	EWM Edge Wealth Management New York	$10K	-$1K	1	0%	Reduced
744	HI Human Investing Lake Oswego, Oregon	$10K	+$11.6K	1	0%	New
745	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$8.85K	$0	1	0%	Maintained
746	NSIM North Star Investment Management Chicago, Illinois	$8K	+$8.1K	1	0%	New
747	TFO Tarbox Family Office Newport Beach, California	$8K	$0	4	0%	Maintained
748	BCA Bray Capital Advisors Naples, Florida	$7K	$0	1	0%	Maintained
749	CBT Central Bank & Trust Lexington, Kentucky	$7K	+$7.13K	1	0%	New
750	Pathstone Family Office Englewood, New Jersey	$7K	-$155K	1	0%	Reduced