← 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
926
FWM
Focused Wealth Management
New York
$217K +$7.84K 2 0.04% Increased
927
PAM
Paradigm Asset Management
New York
$216K -$19.2K 1 0.06% Reduced
928
Great Lakes Advisors
Great Lakes Advisors
Illinois
$214K -$642K 1 0% Reduced
929
FWSM
First Wilshire Securities Management
California
$213K +$5.01K 1 0.07% Increased
930
IC
Intersect Capital
California
$209K +$212K 1 0.04% New
931
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors
Colorado
$209K +$213K 1 0.14% New
932
Gofen & Glossberg
Gofen & Glossberg
Illinois
$208K +$205K 1 0% New
933
TP
Tranquility Partners
Tennessee
$208K $0 1 0.11% Maintained
934
IF
Intrua Financial
Texas
$207K -$517 1 0.04% Reduced
935
PCP
Proficio Capital Partners
Massachusetts
$206K +$203K 1 0.03% New
936
First Eagle Investment Management
First Eagle Investment Management
New York
$205K +$152K 1 0% Increased
937
RIA
Realta Investment Advisors
Delaware
$205K +$202K 1 0.05% New
938
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$205K $0 1 0.01% Maintained
939
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$204K +$207K 1 0% New
940
MIG
Mariner Investment Group
New York
$204K $0 1 0.55% Maintained
941
MYAM
Meiji Yasuda Asset Management
Japan
$204K +$206K 1 0.01% New
942
CS
Comerica Securities
Michigan
$203K -$20.4K 1 0.01% Reduced
943
DWA
Dorsey Wright & Associates
California
$203K +$15.9K 3 0.04% Increased
944
FSA
Fort Sheridan Advisors
Illinois
$203K $0 1 0.07% Maintained
945
Geneos Wealth Management
Geneos Wealth Management
Colorado
$203K -$148K 2 0.01% Reduced
946
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$202K +$200K 1 0.02% New
947
AIM
Aigen Investment Management
New York
$201K -$54.5K 1 0.04% Reduced
948
GWSG
GPS Wealth Strategies Group
Colorado
$199K +$3.58K 2 0.05% Increased
949
LC
Lindbrook Capital
California
$199K +$165K 3 0.05% Increased
950
EARNEST Partners
EARNEST Partners
Georgia
$197K $0 2 0% Maintained