← 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
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$433K -$563K 1 0.02% Reduced
827
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$433K -$15.8K 1 0.02% Reduced
828
DAM
Doheny Asset Management
California
$432K -$96.9K 1 0.32% Reduced
829
INVST
INVST
Indiana
$428K +$1.94K 1 0.07% Increased
830
DA
DCF Advisers
Connecticut
$425K +$517K 1 0.19% New
831
Oxford Financial Group
Oxford Financial Group
Indiana
$423K $0 1 0.05% Maintained
832
PP
Prospector Partners
Connecticut
$420K $0 1 0.05% Maintained
833
A
Astrantus
Cyprus
$417K -$246K 1 0.7% Reduced
834
M&T Bank
M&T Bank
New York
$416K -$108K 1 0% Reduced
835
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management
New Jersey
$414K +$40.5K 1 0.02% Increased
836
SVB Wealth
SVB Wealth
Massachusetts
$412K +$501K 1 0.01% New
837
CWC
Carolinas Wealth Consulting
North Carolina
$411K +$68.5K 2 0.09% Increased
838
FRM
Fox Run Management
Connecticut
$406K -$57.4K 1 0.23% Reduced
839
CMBA
C.M. Bidwell & Associates
Hawaii
$404K +$42.7K 3 0.26% Increased
840
CFSG
Clark Financial Services Group
Missouri
$403K +$438K 1 0.3% New
841
Seeyond
Seeyond
France
$403K -$13.1K 1 0.04% Reduced
842
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$403K +$438K 1 0.02% New
843
CNFG
Creegan & Nassoura Financial Group
New Hampshire
$402K $0 1 0.3% Maintained
844
DHGWA
Dixon Hughes Goodman Wealth Advisors
North Carolina
$400K +$10.5K 3 0.11% Increased
845
MCCP
Mission Creek Capital Partners
California
$398K $0 1 0.11% Maintained
846
CC
Corton Capital
Ontario, Canada
$397K -$233K 1 0.17% Reduced
847
APA
American Portfolios Advisors
New York
$397K -$259K 6 0.01% Reduced
848
WIM
Wittenberg Investment Management
Massachusetts
$391K +$425K 1 0.15% New
849
BMCM
Burns Matteson Capital Management
New York
$390K +$424K 1 0.27% New
850
Spire Wealth Management
Spire Wealth Management
Virginia
$385K -$114K 2 0.01% Reduced