← 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
OIA
Optimum Investment Advisors
Illinois
$6K $0 1 0% Maintained
752
SCM
Stumpf Capital Management
Arizona
$6K $0 1 0.01% Maintained
753
AF
Advisornet Financial
Minnesota
$5K +$881 2 0% Increased
754
GCM
Gables Capital Management
Florida
$5K +$4.07K 1 0% New
755
Huntington National Bank
Huntington National Bank
Ohio
$5K $0 1 0% Maintained
756
NC
NewSquare Capital
Pennsylvania
$5K $0 1 0% Maintained
757
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$4K $0 1 0% Maintained
758
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$4.24K 1 0% New
759
Regions Financial Corp
Regions Financial Corp
Alabama
$4K +$3.71K 1 0% New
760
CFD
Creative Financial Designs
Indiana
$3K +$2.91K 1 0% New
761
GAM
Gemmer Asset Management
California
$3K $0 1 0% Maintained
762
Global Retirement Partners
Global Retirement Partners
California
$3K $0 1 0% Maintained
763
IFAM
Institutional & Family Asset Management
Colorado
$3K $0 1 0% Maintained
764
TFO
Tarbox Family Office
California
$3K $0 1 0% Maintained
765
CCM
Cribstone Capital Management
Maine
$2K $0 1 0% Maintained
766
First Horizon Advisors
First Horizon Advisors
Tennessee
$2K -$7.27K 2 0% Reduced
767
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2K $0 1 0% Maintained
768
NSIM
North Star Investment Management
Illinois
$2K +$2.27K 1 0% New
769
OFW
Omnia Family Wealth
Florida
$2K $0 1 0% Maintained
770
QCIG
Quad-Cities Investment Group
Iowa
$2K +$1.9K 1 0% New
771
SFSIG
San Francisco Sentry Investment Group
California
$2K $0 1 0% Maintained
772
Smithfield Trust
Smithfield Trust
Pennsylvania
$2K -$5K 1 0% Reduced
773
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$1.17K -$4.12K 1 0% Reduced
774
RWM
Raffa Wealth Management
District of Columbia
$1.16K $0 1 0% Maintained
775
AC
Avestar Capital
New York
$1K +$1.66K 1 0% Increased