← 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
Geneos Wealth Management
Geneos Wealth Management
Colorado
$252K +$98.2K 4 0.01% Increased
727
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$247K -$1.38K 3 0% Reduced
728
BCV
Banque Cantonale Vaudoise
Switzerland
$246K $0 1 0.01% Maintained
729
APA
American Portfolios Advisors
New York
$243K -$312K 3 0.01% Reduced
730
Great Lakes Advisors
Great Lakes Advisors
Illinois
$242K +$205K 1 0% New
731
Belvedere Trading
Belvedere Trading
Illinois
$241K +$219K 1 0.01% New
732
WP
WealthSource Partners
California
$241K +$201K 1 0.03% New
733
Cetera Advisors
Cetera Advisors
Colorado
$237K +$199K 1 0.01% New
734
CWP
CFM Wealth Partners
Texas
$237K +$201K 1 0.08% New
735
PRC
Pearl River Capital
Michigan
$237K +$241K 1 0.08% New
736
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$235K -$157K 1 0% Reduced
737
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$232K -$60.1K 4 0% Reduced
738
CS
Comerica Securities
Michigan
$226K +$192K 1 0.02% New
739
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$226K +$182K 1 0.04% New
740
RIM
Redpoint Investment Management
Australia
$226K +$192K 1 0.02% New
741
RCM
Rivernorth Capital Management
Florida
$226K +$200K 1 0.01% New
742
Alyeska Investment Group
Alyeska Investment Group
Illinois
$225K -$17M 1 0% Reduced
743
GBT
Grove Bank & Trust
Florida
$225K +$191K 1 0.06% New
744
Davenport & Co
Davenport & Co
Virginia
$223K $0 1 0% Maintained
745
CG
Cutler Group
California
$222K +$196K 4 0.01% New
746
IFP Advisors
IFP Advisors
Florida
$222K +$87.6K 4 0.01% Increased
747
DC
Diametric Capital
Massachusetts
$216K +$154K 1 0.17% New
748
FTDI
First Trust Direct Indexing
Massachusetts
$213K +$197K 4 0.06% New
749
OMC
Oasis Management Company
Cayman Islands
$213K +$224K 1 0.04% New
750
Tidal Investments
Tidal Investments
Wisconsin
$213K +$135K 1 0.01% New