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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
MGO One Seven
MGO One Seven
Ohio
$3K +$4.4K 1 0% New
777
Regions Financial Corp
Regions Financial Corp
Alabama
$3K $0 1 0% Maintained
778
EWM
Executive Wealth Management
Michigan
$2K +$2.58K 1 0% New
779
First Horizon Advisors
First Horizon Advisors
Tennessee
$2K $0 2 0% Maintained
780
Global Retirement Partners
Global Retirement Partners
California
$2K -$975 1 0% Reduced
781
HMS
Hanseatic Management Services
New Mexico
$2K $0 1 0% Maintained
782
OFW
Omnia Family Wealth
Florida
$2K $0 1 0% Maintained
783
QCIG
Quad-Cities Investment Group
Iowa
$2K $0 1 0% Maintained
784
TFO
Tarbox Family Office
California
$2K $0 1 0% Maintained
785
BCA
Berman Capital Advisors
Georgia
$1K +$1.55K 1 0% New
786
CFA
Clarfeld Financial Advisors
New York
$1K +$975 1 0% New
787
CX Institutional
CX Institutional
Indiana
$1K $0 1 0% Maintained
788
LWA
Lenox Wealth Advisors
New York
$1K $0 1 0% Maintained
789
MWC
MKD Wealth Coaches
Michigan
$1K +$1.65K 1 0% New
790
PMFA
Plante Moran Financial Advisors
Michigan
$1K +$1.35K 1 0% New
791
Smithfield Trust
Smithfield Trust
Pennsylvania
$1K $0 1 0% Maintained
792
SIS
Sound Income Strategies
Florida
$1K $0 1 0% Maintained
793
RWM
Raffa Wealth Management
District of Columbia
$997 $0 1 0% Maintained
794
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0 -$2.43M 0 – Closed
795
ACA
Ackerman Capital Advisors
Texas
$0 -$370K 0 – Closed
796
AU
Algebris (UK)
United Kingdom
$0 -$3.22M 0 – Closed
797
Avantax Planning Partners
Avantax Planning Partners
Iowa
$0 -$143K 0 – Closed
798
AC
Avestar Capital
New York
$0 -$1.7K 1 0% Reduced
799
Banco Santander
Banco Santander
Spain
$0 -$201K 0 – Closed
800
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0 -$1.69M 0 – Closed