← 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
851	NC NewSquare Capital Newtown Square, Pennsylvania	$12K	+$10K	2	0%	New
852	NSIM North Star Investment Management Chicago, Illinois	$11K	$0	1	0%	Maintained
853	RCA Ranch Capital Advisors Sarasota, Florida	$11K	+$9.96K	1	0.01%	New
854	FPS Fieldpoint Private Securities Greenwich, Connecticut	$10K	+$9.57K	3	0%	New
855	MCM MV Capital Management Bethesda, Maryland	$10K	$0	1	0%	Maintained
856	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$10K	$0	1	0%	Maintained
857	BWM Baystate Wealth Management Boston, Massachusetts	$9K	+$61	1	0%	Increased
858	SNT Security National Trust Wheeling, West Virginia	$9K	$0	1	0%	Maintained
859	TFO Tarbox Family Office Newport Beach, California	$9K	$0	3	0%	Maintained
860	TCI Wealth Advisors Tucson, Arizona	$9K	$0	3	0%	Maintained
861	CIA Cascade Investment Advisors Oregon City, Oregon	$8.62K	$0	1	0.01%	Maintained
862	Bartlett & Co Wealth Management Cincinnati, Ohio	$8.04K	+$6.82K	2	0%	New
863	Bartlett & Co Cincinnati, Ohio	$8K	+$6.82K	2	0%	New
864	TD Ameritrade Investment Management Omaha, Nebraska	$8K	+$6.75K	1	0%	New
865	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$7K	+$6.08K	1	0%	New
866	CFN Cordasco Financial Network Naples, Florida	$7K	+$61	1	0.01%	Increased
867	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$7K	+$666	1	0%	Increased
868	PFA Professional Financial Advisors North Platte, Nebraska	$7K	$0	1	0.01%	Maintained
869	Bank Julius Baer & Co Zurich, Switzerland	$6K	+$5.43K	2	0%	New
870	First Horizon Advisors Memphis, Tennessee	$6K	+$3.58K	2	0%	Increased
871	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$6K	+$768	2	0%	Increased
872	MWA Moser Wealth Advisors Bellevue, Washington	$6K	+$5.68K	1	0%	New
873	AF Advisornet Financial Minnetonka, Minnesota	$5K	-$333	1	0%	Reduced
874	ADIM Alpha DNA Investment Management Columbia, Maryland	$5K	+$4.99K	1	0.01%	New
875	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$5K	$0	1	0%	Maintained