← 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
776
GWS
Glassman Wealth Services
Virginia
$1K +$694 3 0% Increased
777
Gradient Investments
Gradient Investments
Minnesota
$1K $0 1 0% Maintained
778
IRC
Investors Research Corp
Georgia
$1K $0 1 0% Maintained
779
Larson Financial Group
Larson Financial Group
Missouri
$1K -$3K 1 0% Reduced
780
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$1K +$551 1 0% New
781
WAP
Wealthcare Advisory Partners
Pennsylvania
$1K +$1.35K 1 0% New
782
Whittier Trust
Whittier Trust
California
$1K +$810 2 0% Increased
783
ASP
Adams Street Partners
Illinois
$0 -$39K 0 – Closed
784
AOWM
Alpha Omega Wealth Management
Virginia
$0 -$2K 0 – Closed
785
ACM
Alta Capital Management
Utah
$0 -$8.44M 0 – Closed
786
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$0 -$878K 0 – Closed
787
AP
Arlington Partners
Alabama
$0 -$391K 0 – Closed
788
AC
Avestar Capital
New York
$0 $0 0 – Closed
789
BOE
Bank of Edwardsville
Illinois
$0 -$439K 0 – Closed
790
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0 -$11.7M 0 – Closed
791
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$0 -$37K 0 – Closed
792
Calamos Advisors
Calamos Advisors
Illinois
$0 -$5.91M 0 – Closed
793
CFA
Camarda Financial Advisors
Florida
$0 -$2K 0 – Closed
794
CP
Camelot Portfolios
Ohio
$0 -$368K 0 – Closed
795
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$0 -$5K 0 – Closed
796
CPO
Cerity Partners OCIO
New York
$0 -$381K 0 – Closed
797
CIBC World Markets
CIBC World Markets
New York
$0 -$666K 0 – Closed
798
CAN
Claraphi Advisory Network
United States
$0 -$34K 0 – Closed
799
CBOA
Commonwealth Bank of Australia
Australia
$0 -$178K 0 – Closed
800
CRCP
Copper Rock Capital Partners
Massachusetts
$0 -$21.8M 0 – Closed