← 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
AF
Advisornet Financial
Minnesota
$4K +$305 2 0% Increased
752
BAMG
Brand Asset Management Group
Missouri
$4K +$3.94K 1 0% New
753
FCA
FinTrust Capital Advisors
South Carolina
$4K $0 1 0% Maintained
754
Regions Financial Corp
Regions Financial Corp
Alabama
$4K $0 1 0% Maintained
755
CIAS
Capital Investment Advisory Services
North Carolina
$3K +$2.61K 1 0% New
756
GAM
Gemmer Asset Management
California
$3K -$1.88K 2 0% Reduced
757
JCM
Jacobi Capital Management
Pennsylvania
$3K -$18K 1 0% Reduced
758
KTC
Kistler-Tiffany Companies
Pennsylvania
$3K $0 1 0% Maintained
759
TFO
Tarbox Family Office
California
$3K $0 1 0% Maintained
760
TFGT
TS Financial Group (TSFG)
Illinois
$3K +$2.82K 1 0% New
761
CFA
Camarda Financial Advisors
Florida
$2K +$1.46K 1 0% New
762
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$2K $0 1 0% Maintained
763
EI
Ellevest Inc
New York
$2K +$1.57K 1 0% New
764
First Horizon Advisors
First Horizon Advisors
Tennessee
$2K $0 2 0% Maintained
765
MWC
MKD Wealth Coaches
Michigan
$2K $0 1 0% Maintained
766
OFW
Omnia Family Wealth
Florida
$2K $0 1 0% Maintained
767
QCIG
Quad-Cities Investment Group
Iowa
$2K $0 1 0% Maintained
768
WEC
Winslow Evans & Crocker
Massachusetts
$2K +$787 1 0% New
769
RWM
Raffa Wealth Management
District of Columbia
$1.21K $0 1 0% Maintained
770
CX Institutional
CX Institutional
Indiana
$1K $0 1 0% Maintained
771
EWM
Executive Wealth Management
Michigan
$1K -$1.38K 1 0% Reduced
772
Gradient Investments
Gradient Investments
Minnesota
$1K +$719 1 0% New
773
HGWM
Harvest Group Wealth Management
Massachusetts
$1K +$1.2K 1 0% New
774
IRC
Investors Research Corp
Georgia
$1K +$913 1 0% New
775
RIA
Realta Investment Advisors
Delaware
$1K +$1.38K 1 0% New