← 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
IPCP
Iron Park Capital Partners
New York
$563K +$561K 1 0.45% New
827
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$559K +$4.21K 1 0.08% Increased
828
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$556K +$242K 2 0.03% Increased
829
Ethic Inc
Ethic Inc
New York
$553K +$175K 1 0.04% Increased
830
OTL
Oak Thistle LLC
New York
$552K +$573K 1 0.43% New
831
Alpha Cubed Investments
Alpha Cubed Investments
California
$548K -$55.9K 1 0.04% Reduced
832
Pinnacle Associates
Pinnacle Associates
New York
$548K $0 1 0.01% Maintained
833
Kintegral Advisory
Kintegral Advisory
New York
$545K $0 1 0.06% Maintained
834
Spire Wealth Management
Spire Wealth Management
Virginia
$544K +$190K 2 0.01% Increased
835
Intrust Bank
Intrust Bank
Kansas
$541K +$4.64K 1 0.07% Increased
836
PFMOSF
Philadelphia Financial Management of San Francisco
California
$541K +$518K 1 0.19% New
837
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$537K -$53.6K 1 0.03% Reduced
838
KCM
Karp Capital Management
California
$535K $0 1 0.07% Maintained
839
IFO
Intrepid Family Office
Florida
$532K +$515K 1 0.61% New
840
Raymond James Trust
Raymond James Trust
Florida
$526K -$96.3K 2 0.02% Reduced
841
LMAM
Legg Mason Asset Management
Japan
$523K -$27.2K 1 0.58% Reduced
842
Brookstone Capital Management
Brookstone Capital Management
Illinois
$521K $0 1 0.01% Maintained
843
Quantitative Investment Management
Quantitative Investment Management
Virginia
$520K +$541K 1 0.07% New
844
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$516K -$196K 1 0.02% Reduced
845
PFG Advisors
PFG Advisors
Arizona
$509K +$509K 1 0.05% New
846
UM
Ulysses Management
New York
$506K -$9.6M 1 0.06% Reduced
847
INVST
INVST
Indiana
$505K +$141K 1 0.08% Increased
848
Ellsworth Advisors
Ellsworth Advisors
Ohio
$503K +$503K 1 0.19% New
849
Arete Wealth Advisors
Arete Wealth Advisors
Illinois
$502K +$5.96K 1 0.04% Increased
850
FRM
Fox Run Management
Connecticut
$498K +$77.1K 1 0.29% Increased