← 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
AFG
Albion Financial Group
Utah
$173K +$193K 1 0.02% Increased
927
PTC
Private Trust Company
Ohio
$173K +$221K 3 0.03% New
928
Iconiq Capital
Iconiq Capital
California
$169K +$229K 1 0% New
929
WI
WrapManager Inc
California
$169K +$3.01K 1 0.05% Increased
930
ER
Enlightenment Research
Florida
$168K +$220K 2 0.36% New
931
RIA
Regal Investment Advisors
Michigan
$168K +$24.5K 1 0.02% Increased
932
Swiss Life Asset Management
Swiss Life Asset Management
$158K +$188K 1 0% New
933
KCM
KRS Capital Management
Michigan
$157K +$29.4K 1 0.22% Increased
934
AP
Arlington Partners
Alabama
$155K $0 1 0.05% Maintained
935
Equitable Holdings
Equitable Holdings
New York
$155K +$24.2K 1 0% Increased
936
FCM
Firsthand Capital Management
California
$154K $0 1 0.13% Maintained
937
SIA
Soltis Investment Advisors
Utah
$154K -$1.46M 1 0.02% Reduced
938
TCM
Tradewinds Capital Management
Washington
$153K -$6.02K 2 0.06% Reduced
939
Quadrature Capital
Quadrature Capital
United Kingdom
$151K -$1.97M 1 0.01% Reduced
940
IAN
Integrated Advisors Network
Texas
$145K +$186K 1 0.01% New
941
CA
Claro Advisors
Massachusetts
$142K +$193K 1 0.06% New
942
Quadrant Capital Group
Quadrant Capital Group
Ohio
$142K +$50.5K 9 0.02% Increased
943
GC
Garde Capital
Washington
$141K +$5.93K 1 0.02% Increased
944
Highbridge Capital Management
Highbridge Capital Management
New York
$138K +$606K 1 0% New
945
MSFP
Mark Sheptoff Financial Planning
Connecticut
$138K -$39.9K 3 0.08% Reduced
946
ALAM
Asahi Life Asset Management
Japan
$137K +$164K 1 0.04% New
947
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$136K +$9.16K 1 0% Increased
948
EARNEST Partners
EARNEST Partners
Georgia
$136K $0 2 0% Maintained
949
PIA
Perennial Investment Advisors
California
$136K +$174K 1 0.05% New
950
ZB
Zions Bancorporation
Utah
$136K +$164K 2 0.01% Increased