← 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
751
SNT
Security National Trust
West Virginia
$7K $0 1 0% Maintained
752
SFG
SevenBridge Financial Group
Pennsylvania
$7K $0 1 0% Maintained
753
Smithfield Trust
Smithfield Trust
Pennsylvania
$7K +$5.47K 2 0% Increased
754
CHP
Cable Hill Partners
Oregon
$6K -$9.96K 1 0% Reduced
755
PFBT
Parkside Financial Bank & Trust
Missouri
$6K +$826 4 0% Increased
756
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$5.43K +$5.74K 1 0% New
757
Huntington National Bank
Huntington National Bank
Ohio
$5K -$9.66K 1 0% Reduced
758
OIA
Optimum Investment Advisors
Illinois
$5K +$5.78K 1 0% New
759
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$5K $0 1 0% Maintained
760
SCM
Stumpf Capital Management
Arizona
$5K $0 1 0.01% Maintained
761
AF
Advisornet Financial
Minnesota
$4K $0 1 0% Maintained
762
ACM
Armbruster Capital Management
New York
$4K $0 2 0% Maintained
763
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$4K +$3.65K 1 0% New
764
NC
NewSquare Capital
Pennsylvania
$4K $0 1 0% Maintained
765
GAM
Gemmer Asset Management
California
$3K +$2.95K 1 0% New
766
Global Retirement Partners
Global Retirement Partners
California
$3K $0 1 0% Maintained
767
IFAM
Institutional & Family Asset Management
Colorado
$3K +$2.46K 1 0% New
768
TFO
Tarbox Family Office
California
$3K $0 1 0% Maintained
769
CCM
Cribstone Capital Management
Maine
$2K +$2.13K 1 0% New
770
LWA
Lenox Wealth Advisors
New York
$2K +$1.5K 1 0% New
771
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2K $0 1 0% Maintained
772
OFW
Omnia Family Wealth
Florida
$2K $0 1 0% Maintained
773
SFSIG
San Francisco Sentry Investment Group
California
$2K +$1.93K 1 0% New
774
SFM
Signet Financial Management
New Jersey
$2K +$1.39K 1 0% New
775
WEC
Winslow Evans & Crocker
Massachusetts
$1.75K +$1.93K 1 0% New