← 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
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$257K -$118K 1 0% Reduced
827
IAM
Innovis Asset Management
Illinois
$257K -$170K 1 0.1% Reduced
828
AMC
Asset Management Corp
Illinois
$257K -$190K 1 0.2% Reduced
829
RSA
River Street Advisors
Illinois
$256K +$13.8K 1 0.25% Increased
830
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$255K -$53.8K 8 0.03% Reduced
831
Voss Capital
Voss Capital
Texas
$255K -$3.35M 1 0.03% Reduced
832
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$255K -$72.9K 2 0.01% Reduced
833
Gladstone Institutional Advisory
Gladstone Institutional Advisory
Florida
$249K +$156K 1 0.02% Increased
834
Perpetual Ltd
Perpetual Ltd
Australia
$248K +$279K 1 0% New
835
William Blair & Company
William Blair & Company
Illinois
$247K -$2.64K 1 0% Reduced
836
CC
Corton Capital
Ontario, Canada
$245K +$276K 1 0.17% New
837
Lindbrook Capital
Lindbrook Capital
California
$245K -$54.4K 3 0.03% Reduced
838
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services
Texas
$243K +$243K 1 0.03% New
839
CFSG
Clark Financial Services Group
Missouri
$241K -$545 1 0.36% Reduced
840
Clearstead Advisors
Clearstead Advisors
Ohio
$240K -$103K 3 0.02% Reduced
841
HCM
Highlander Capital Management
New Jersey
$239K -$12.1K 1 0.12% Reduced
842
VWM
Vigilare Wealth Management
Arizona
$237K -$27.9K 1 0.13% Reduced
843
SIA
SkyView Investment Advisors
New Jersey
$237K -$256K 2 0.06% Reduced
844
Hudock Inc
Hudock Inc
Pennsylvania
$237K +$437 1 0.06% Increased
845
WC
Waterloo Capital
Texas
$234K +$274K 1 0.07% New
846
Brookfield Corp
Brookfield Corp
Ontario, Canada
$234K -$669K 1 0% Reduced
847
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$234K +$263K 1 0.01% New
848
Hancock Whitney
Hancock Whitney
Mississippi
$233K -$38.8K 1 0.01% Reduced
849
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$233K +$69.1K 1 0.01% Increased
850
Cary Street Partners Asset Management
Cary Street Partners Asset Management
Virginia
$231K $0 1 0.04% Maintained