← 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
826
JC
JBF Capital
Colorado
$374K $0 1 0.09% Maintained
827
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$374K +$386K 1 0.01% New
828
FTDI
First Trust Direct Indexing
Massachusetts
$366K +$377K 1 0.05% New
829
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$366K -$15.6K 1 0.01% Reduced
830
Walleye Capital
Walleye Capital
New York
$365K -$367K 1 0.01% Reduced
831
I
INVST
Indiana
$360K +$81.6K 1 0.06% Increased
832
BCM
BlueMar Capital Management
Florida
$358K +$353K 1 0.08% New
833
GPGA
Grandeur Peak Global Advisors
Utah
$354K $0 1 0.02% Maintained
834
ASFA
All Season Financial Advisors
Colorado
$353K +$318K 1 0.25% New
835
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$353K +$342K 1 0.03% New
836
JIC
Joel Isaacson & Co
New York
$353K $0 1 0.03% Maintained
837
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$351K +$358K 1 0.02% New
838
SL
Summitry LLC
California
$349K $0 1 0.02% Maintained
839
GH
GAM Holding
Switzerland
$348K +$348K 1 0.02% New
840
Gotham Asset Management
Gotham Asset Management
New York
$348K +$17.6K 1 0.01% Increased
841
FC
FORA Capital
Florida
$345K -$601K 2 0.06% Reduced
842
QT
Quantamental Technologies
New York
$345K +$295K 1 0.31% New
843
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$342K +$331K 1 0.01% New
844
RCAG
Rehmann Capital Advisory Group
Michigan
$340K +$5.59K 1 0.03% Increased
845
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$340K +$154K 2 0.02% Increased
846
Clearstead Advisors
Clearstead Advisors
Ohio
$339K -$34.5K 3 0.03% Reduced
847
Spire Wealth Management
Spire Wealth Management
Virginia
$336K -$407K 2 0.01% Reduced
848
MFW
Meristem Family Wealth
Minnesota
$334K +$343K 1 0.05% New
849
CWP
CFM Wealth Partners
Texas
$332K $0 1 0.09% Maintained
850
VCM
Vivaldi Capital Management
Illinois
$328K +$405K 1 0.07% New