← 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
CFA
Cahill Financial Advisors
Minnesota
$281K -$603K 1 0.05% Reduced
852
FIM
Freedom Investment Management
Connecticut
$280K -$26K 1 0.03% Reduced
853
Capstone Investment Advisors
Capstone Investment Advisors
New York
$277K +$249K 2 0% New
854
BCM
BHZ Capital Management
California
$272K +$243K 1 0.19% New
855
HCM
Highlander Capital Management
New Jersey
$266K -$48.9K 1 0.12% Reduced
856
Clearstead Advisors
Clearstead Advisors
Ohio
$264K +$27 3 0.02% Increased
857
DCM
Dupont Capital Management
Delaware
$263K -$29.4K 1 0.01% Reduced
858
TWM
TriaGen Wealth Management
California
$262K +$205K 1 0.12% New
859
SM
Sweeney & Michel
California
$262K -$112K 1 0.13% Reduced
860
William Blair & Company
William Blair & Company
Illinois
$261K -$1.06K 1 0% Reduced
861
CFSG
Clark Financial Services Group
Missouri
$257K +$957 1 0.35% Increased
862
VF
VitalStone Financial
Texas
$252K +$236K 1 0.14% Increased
863
WC
Waterloo Capital
Texas
$250K $0 1 0.07% Maintained
864
YMRC
Yorktown Management & Research Company
Virginia
$250K $0 1 0.27% Maintained
865
SIA
SkyView Investment Advisors
New Jersey
$249K -$12 2 0.06% Reduced
866
HB Wealth Management
HB Wealth Management
Georgia
$244K +$240K 1 0% New
867
PCC
Park Circle Company
Maryland
$243K +$239K 1 0.23% New
868
CNFG
Creegan & Nassoura Financial Group
New Hampshire
$239K -$29.3K 1 0.18% Reduced
869
PWG
Portside Wealth Group
Utah
$237K +$225K 1 0.04% New
870
SFM
Signet Financial Management
New Jersey
$236K -$4.12K 1 0.04% Reduced
871
Seizert Capital Partners
Seizert Capital Partners
Michigan
$235K -$15.1K 1 0.01% Reduced
872
HIA
Harbor Investment Advisory
Maryland
$234K -$9.19K 2 0.03% Reduced
873
BWM
Bulltick Wealth Management
Florida
$232K -$59.4K 1 0.05% Reduced
874
AIM
Anchor Investment Management
South Carolina
$232K +$106 1 0.03% Increased
875
KCM
Kendall Capital Management
Maryland
$228K $0 1 0.1% Maintained