← 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
801
Empirical Wealth Management
Empirical Wealth Management
Washington
$2.65M +$1.16M 4 0.04% Increased
802
HLA
Hamilton Lane Advisors
Pennsylvania
$2.64M -$19M 1 1.78% Reduced
803
EWM
Elevatus Welath Management
New York
$2.64M +$2.49M 1 0.64% New
804
AC
Avenir Corporation
Virginia
$2.63M $0 2 0.32% Maintained
805
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$2.62M +$482K 3 0.09% Increased
806
BP
BBR Partners
New York
$2.61M $0 1 0.12% Maintained
807
EC
EJF Capital
Virginia
$2.59M -$981K 3 1.73% Reduced
808
Fiduciary Trust
Fiduciary Trust
Massachusetts
$2.59M -$406K 3 0.03% Reduced
809
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$2.59M +$55K 6 0% Increased
810
CFM
Catalyst Funds Management
Australia
$2.58M +$889K 2 0.14% Increased
811
Burney Company
Burney Company
Virginia
$2.57M +$2.43M 1 0.07% New
812
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$2.56M +$185K 2 0.05% Increased
813
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$2.56M -$93.6K 3 0.05% Reduced
814
TWM
Tradition Wealth Management
Minnesota
$2.56M -$83.2K 2 0.16% Reduced
815
CF
Centaurus Financial
California
$2.55M +$141K 2 0.1% Increased
816
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$2.54M +$188K 1 0.03% Increased
817
MAI Capital Management
MAI Capital Management
Ohio
$2.53M +$398K 4 0.01% Increased
818
RBF Capital
RBF Capital
California
$2.53M +$1.3M 1 0.11% Increased
819
JIC
Joel Isaacson & Co
New York
$2.5M -$681K 1 0.07% Reduced
820
FCA
Fortis Capital Advisors
Kansas
$2.49M +$1.8M 3 0.28% Increased
821
EPAM
Euro Pacific Asset Management
Puerto Rico
$2.48M -$34K 1 0.28% Reduced
822
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$2.47M $0 1 0.06% Maintained
823
1WCM
12 West Capital Management
New York
$2.47M $0 1 0.46% Maintained
824
EPW
Evolve Private Wealth
California
$2.46M +$1.07M 3 0.15% Increased
825
Prudential plc
Prudential plc
United Kingdom
$2.45M -$177K 2 0.01% Reduced