← 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
901
Avantax Advisory Services
Avantax Advisory Services
Texas
$0 -$229K 0 – Closed
902
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$0 -$62K 0 – Closed
903
BCM
Bayesian Capital Management
New York
$0 -$256K 0 – Closed
904
Belpointe Asset Management
Belpointe Asset Management
Nevada
$0 -$2.03M 0 – Closed
905
Boothbay Fund Management
Boothbay Fund Management
New York
$0 -$259K 0 – Closed
906
BPM
Bowling Portfolio Management
Ohio
$0 -$587K 0 – Closed
907
CCIA
Campbell & Co Investment Adviser
Maryland
$0 -$260K 0 – Closed
908
CIA
Capital Impact Advisors
Massachusetts
$0 -$2.37M 0 – Closed
909
Central Trust Company
Central Trust Company
Missouri
$0 -$3K 0 – Closed
910
CCM
Chiron Capital Management
Florida
$0 -$19K 0 – Closed
911
CI Investments Inc
CI Investments Inc
Ontario, Canada
$0 -$70K 0 – Closed
912
CHC
City Holding Co
West Virginia
$0 -$248K 0 – Closed
913
CWA
Clearview Wealth Advisors
Oregon
$0 +$158 1 0% New
914
CA
Crewe Advisors
Utah
$0 -$6K 0 – Closed
915
CIA
CSat Investment Advisory
Michigan
$0 -$223K 0 – Closed
916
DWA
Dorsey Wright & Associates
California
$0 -$6K 0 – Closed
917
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$0 -$1.82M 0 – Closed
918
FFA
First Foundation Advisors
California
$0 -$559K 0 – Closed
919
FC
FORA Capital
Florida
$0 -$61K 0 – Closed
920
GC
Gillson Capital
Illinois
$0 -$9.01M 0 – Closed
921
HVCM
HG Vora Capital Management
New York
$0 -$52.6M 0 – Closed
922
Independent Financial Group
Independent Financial Group
California
$0 -$513K 0 – Closed
923
IVA
International Value Advisers
$0 -$2.69M 0 – Closed
924
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$0 -$2.13M 0 – Closed
925
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0 -$335K 0 – Closed