← 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
876
FF
FourThought Financial
Florida
$4K +$3.87K 1 0% New
877
GAM
Gemmer Asset Management
California
$4K $0 2 0% Maintained
878
IAS
IMA Advisory Services
Colorado
$4K $0 1 0% Maintained
879
IHWM
Iron Horse Wealth Management
Iowa
$4K +$3.02K 1 0% New
880
JCM
Jacobi Capital Management
Pennsylvania
$4K $0 1 0% Maintained
881
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K $0 1 0% Maintained
882
PWMG
Prestige Wealth Management Group
New Jersey
$4K -$6.53K 1 0% Reduced
883
TFGT
TS Financial Group (TSFG)
Illinois
$4K $0 1 0% Maintained
884
BSSFA
Baron Silver Stevens Financial Advisors
Florida
$3K +$3.6K 1 0% New
885
Huntington National Bank
Huntington National Bank
Ohio
$3K +$2.75K 4 0% Increased
886
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.8K 1 0% New
887
RWA
Ropes Wealth Advisors
Massachusetts
$3K +$2.15K 1 0% New
888
TD Private Client Wealth
TD Private Client Wealth
New York
$2.39K -$3.63K 1 0% Reduced
889
CFD
Creative Financial Designs
Indiana
$2K $0 1 0% Maintained
890
RWM
Raffa Wealth Management
District of Columbia
$1.57K $0 1 0% Maintained
891
CX Institutional
CX Institutional
Indiana
$1K +$1.21K 1 0% New
892
GWS
Glassman Wealth Services
Virginia
$1K $0 2 0% Maintained
893
Gradient Investments
Gradient Investments
Minnesota
$1K $0 1 0% Maintained
894
IRC
Investors Research Corp
Georgia
$1K $0 1 0% Maintained
895
GFPC
Global Financial Private Client
Florida
$820 +$696 1 0% New
896
6CM
683 Capital Management
New York
$0 -$105K 0 – Closed
897
Advisory Alpha
Advisory Alpha
Michigan
$0 -$6K 0 – Closed
898
AIP
Ahrens Investment Partners
Louisiana
$0 -$189K 0 – Closed
899
AGM
Alpine Global Management
New York
$0 -$1.48M 0 – Closed
900
AustralianSuper
AustralianSuper
Australia
$0 -$1.83M 0 – Closed