← 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
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$465K +$468K 1 0.01% New
802
RCG
Rock Creek Group
District of Columbia
$457K -$1.2M 1 0.07% Reduced
803
YSP
Yarra Square Partners
New York
$457K +$456K 1 0.39% New
804
Vontobel Holding
Vontobel Holding
Switzerland
$456K -$116K 1 0% Reduced
805
Pinnacle Associates
Pinnacle Associates
New York
$455K $0 1 0.01% Maintained
806
Ethic Inc
Ethic Inc
New York
$451K +$101K 1 0.05% Increased
807
NP
Ninepoint Partners
Ontario, Canada
$451K -$234K 1 0.11% Reduced
808
SFA
Souders Financial Advisors
Ohio
$450K +$44.1K 1 0.15% Increased
809
RB
Renasant Bank
Mississippi
$440K -$54.9K 1 0.33% Reduced
810
AIM
Anchor Investment Management
South Carolina
$434K -$65.7K 1 0.06% Reduced
811
Glenview Trust
Glenview Trust
Kentucky
$429K $0 1 0.02% Maintained
812
KCM
Karp Capital Management
California
$416K -$62.1K 1 0.06% Reduced
813
FBT
First Bank & Trust
South Dakota
$415K +$4.01K 1 0.2% Increased
814
MFG
Menard Financial Group
Texas
$414K +$426K 1 0.39% New
815
Cetera Advisor Networks
Cetera Advisor Networks
California
$411K +$398K 1 0.01% New
816
Raymond James Trust
Raymond James Trust
Florida
$408K -$88.7K 1 0.01% Reduced
817
S
Seeyond
France
$408K +$285K 1 0.04% Increased
818
Harvest Fund Management
Harvest Fund Management
China
$405K +$78.1K 3 0.04% Increased
819
MCCP
Mission Creek Capital Partners
California
$398K $0 1 0.06% Maintained
820
WRBC
W.R. Berkley Corp
Connecticut
$397K +$396K 1 0.04% New
821
Donaldson Capital Management
Donaldson Capital Management
Indiana
$396K $0 1 0.02% Maintained
822
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$393K $0 1 0.02% Maintained
823
CCFM
Clear Creek Financial Management
Washington
$386K +$397K 1 0.06% New
824
SHWM
Silicon Hills Wealth Management
Texas
$379K $0 1 0.29% Maintained
825
TWM
Tradition Wealth Management
Minnesota
$375K +$98.6K 1 0.06% Increased