← 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	GAM Gemmer Asset Management Walnut Creek, California	$16K	-$1.7K	4	0%	Reduced
727	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$16K	$0	1	0%	Maintained
728	ZB Zions Bancorporation Salt Lake City, Utah	$16K	$0	1	0%	Maintained
729	EWM Endurance Wealth Management Providence, Rhode Island	$15K	$0	2	0%	Maintained
730	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$15K	+$15.6K	1	0.01%	New
731	PMFA Plante Moran Financial Advisors Southfield, Michigan	$15K	$0	1	0.01%	Maintained
732	VEA Virtus ETF Advisers New York	$15K	+$15K	1	0%	New
733	Avior Wealth Management Omaha, Nebraska	$14K	$0	1	0%	Maintained
734	FHA Flagship Harbor Advisors Boston, Massachusetts	$13K	$0	2	0%	Maintained
735	LC Lindbrook Capital Calabasas, California	$13K	+$1.5K	1	0%	Increased
736	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$13K	+$12.9K	1	0%	New
737	TI tru Independence Portland, Oregon	$13K	+$22.5K	1	0%	New
738	DWA Dorsey Wright & Associates Pasadena, California	$11K	+$271	1	0%	Increased
739	FPS Fieldpoint Private Securities Greenwich, Connecticut	$11K	-$14.4K	1	0%	Reduced
740	WCG Weaver Consulting Group Huntington Beach, California	$11K	-$4.68K	1	0.01%	Reduced
741	MCM MV Capital Management Bethesda, Maryland	$10K	$0	1	0%	Maintained
742	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$9.69K	$0	1	0%	Maintained
743	EWM Edge Wealth Management New York	$9K	$0	1	0%	Maintained
744	SNT Security National Trust Wheeling, West Virginia	$9K	$0	1	0%	Maintained
745	TFO Tarbox Family Office Newport Beach, California	$9K	$0	4	0%	Maintained
746	TD Private Client Wealth New York	$8.95K	+$9.16K	2	0%	New
747	BWM Baystate Wealth Management Boston, Massachusetts	$8K	-$1.25K	1	0%	Reduced
748	CBT Capital Bank & Trust Irvine, California	$8K	-$6.28K	1	0%	Reduced
749	NSIM North Star Investment Management Chicago, Illinois	$8K	$0	1	0%	Maintained
750	PA PSI Advisors Tampa, Florida	$8K	+$8.88K	2	0.01%	New