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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
776
RWM
Raffa Wealth Management
District of Columbia
$1.2K +$1.26K 1 0% New
777
BWM
Baystate Wealth Management
Massachusetts
$1K +$1.15K 1 0% New
778
Gradient Investments
Gradient Investments
Minnesota
$1K $0 1 0% Maintained
779
HMS
Hanseatic Management Services
New Mexico
$1K $0 1 0% Maintained
780
HA
Hays Advisory
Tennessee
$1K +$938 1 0% New
781
NL
NVWM LLC
Pennsylvania
$1K +$1.2K 1 0% New
782
SIS
Sound Income Strategies
Florida
$1K $0 1 0% Maintained
783
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$643 1 0% New
784
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0 -$320K 0 – Closed
785
AWCI
Alpine Woods Capital Investors
New York
$0 -$239K 0 – Closed
786
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0 -$1.93M 0 – Closed
787
AC
Avestar Capital
New York
$0 +$459 1 0% New
788
Balentine LLC
Balentine LLC
Georgia
$0 -$16K 0 – Closed
789
BOH
Bank of Hawaii
Hawaii
$0 -$594K 0 – Closed
790
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0 -$11.6M 0 – Closed
791
BIC
Beach Investment Counsel
Pennsylvania
$0 -$1.53M 0 – Closed
792
BIM
Beach Investment Management
Pennsylvania
$0 -$1.12M 0 – Closed
793
BOS
Bingham Osborn & Scarborough
California
$0 -$62K 0 – Closed
794
BAWC
Black-and-white Capital
California
$0 -$16.1M 0 – Closed
795
BBA
Braun-Bostich & Associates
Pennsylvania
$0 $0 1 0% Maintained
796
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$0 -$14K 0 – Closed
797
CA
Calton & Associates
Florida
$0 -$39K 0 – Closed
798
Capstone Investment Advisors
Capstone Investment Advisors
New York
$0 -$427K 0 – Closed
799
Caption Management
Caption Management
Oklahoma
$0 -$466K 0 – Closed
800
CC
Carlson Capital
Texas
$0 -$10.9M 0 – Closed