← 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
MFS
Madrona Financial Services
Washington
$1.67M $0 1 0.46% Maintained
727
Scotia Capital
Scotia Capital
Ontario, Canada
$1.67M -$1.09M 1 0.01% Reduced
728
BC
Barrett & Company
Rhode Island
$1.67M -$155K 2 0.72% Reduced
729
WHP
Washington Harbour Partners
Virginia
$1.65M -$1.85M 1 4.71% Reduced
730
PCM
Prelude Capital Management
New York
$1.65M +$302K 3 0.13% Increased
731
Baird Financial Group
Baird Financial Group
Wisconsin
$1.63M +$581K 2 0% Increased
732
LA
LM Advisors
California
$1.62M +$170K 1 0.29% Increased
733
MIM
Meros Investment Management
Texas
$1.62M +$1.84M 1 0.95% New
734
ACP
Arcus Capital Partners
Georgia
$1.62M +$1.24M 2 0.65% Increased
735
AC
AXQ Capital
New Jersey
$1.61M +$1.21M 2 0.64% Increased
736
CCB
Country Club Bank
Missouri
$1.6M +$1.83M 1 0.11% New
737
AWAU
Alliance Wealth Advisors (Utah)
Utah
$1.6M +$26.3K 2 0.42% Increased
738
AFAS
Acorn Financial Advisory Services
Virginia
$1.57M -$90.7K 1 0.28% Reduced
739
TCM
Triumph Capital Management
Colorado
$1.56M +$260K 3 0.52% Increased
740
Quadrature Capital
Quadrature Capital
United Kingdom
$1.55M -$10.2M 6 0.03% Reduced
741
Bessemer Group
Bessemer Group
New Jersey
$1.54M -$316K 7 0% Reduced
742
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$1.53M -$607K 1 0.02% Reduced
743
Hantz Financial Services
Hantz Financial Services
Michigan
$1.53M +$468K 5 0.03% Increased
744
BA
Bard Associates
Illinois
$1.53M $0 1 0.57% Maintained
745
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$1.53M -$3.65M 3 0.01% Reduced
746
JWCA
J.W. Cole Advisors
Florida
$1.5M +$1.47M 4 0.05% Increased
747
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.5M -$3.32M 1 0% Reduced
748
BC
Barnett & Company
Tennessee
$1.48M -$811K 1 1.24% Reduced
749
HCP
Hiddenite Capital Partners
New York
$1.47M +$520K 1 0.51% Increased
750
Pure Financial Advisors
Pure Financial Advisors
California
$1.47M $0 1 0.03% Maintained