← 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
XWM
Xcel Wealth Management
Florida
$156K $0 1 0.06% Maintained
902
TFA
Transamerica Financial Advisors
Florida
$156K +$69.2K 1 0.02% Increased
903
NAS
NWF Advisory Services
California
$156K +$113K 1 0.04% New
904
EI
Ellevest Inc
New York
$155K +$62.6K 5 0.01% Increased
905
IHT Wealth Management
IHT Wealth Management
Illinois
$154K -$3.83K 1 0.01% Reduced
906
PI
PFG Investments
New York
$154K +$154K 1 0.03% New
907
ZB
Zions Bancorporation
Utah
$153K -$696 2 0.01% Reduced
908
PPC
Park Place Capital
Alabama
$152K -$73.5K 1 0.04% Reduced
909
BCM
Bourgeon Capital Management
Connecticut
$152K -$32.1K 2 0.04% Reduced
910
MP
MSD Partners
New York
$152K $0 1 0.01% Maintained
911
YMRC
Yorktown Management & Research Company
Virginia
$151K $0 1 0.16% Maintained
912
VWA
V Wealth Advisors
Kansas
$150K -$54.4K 1 0.03% Reduced
913
GC
Garde Capital
Washington
$149K $0 1 0.02% Maintained
914
NCM
Newfoundland Capital Management
Brazil
$146K +$179K 1 0.86% New
915
TCM
Tradewinds Capital Management
Washington
$145K $0 2 0.05% Maintained
916
RCM
Requisite Capital Management
Texas
$144K +$178K 1 0.04% New
917
FCM
Firsthand Capital Management
California
$144K $0 1 0.16% Maintained
918
SC
Shay Capital
New York
$143K +$142K 1 0.03% New
919
MF
Manchester Financial
California
$142K +$473 1 0.04% Increased
920
KCM
KRS Capital Management
Michigan
$140K -$40K 1 0.16% Reduced
921
FFS
Founders Financial Securities
Maryland
$140K +$6.06K 1 0.02% Increased
922
TCTC Holdings
TCTC Holdings
Texas
$139K $0 1 0.01% Maintained
923
EARNEST Partners
EARNEST Partners
Georgia
$138K $0 2 0% Maintained
924
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$138K -$228K 1 0% Reduced
925
CreativeOne Wealth
CreativeOne Wealth
Kansas
$137K -$160K 1 0.01% Reduced