← 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
IHT Wealth Management
IHT Wealth Management
Illinois
$120K +$11.3K 1 0.01% Increased
927
VIA
Virtus Investment Advisers
Connecticut
$120K $0 1 0.08% Maintained
928
ZIG
Zullo Investment Group
Pennsylvania
$119K +$8.55K 2 0.07% Increased
929
XWM
Xcel Wealth Management
Florida
$119K -$992 1 0.05% Reduced
930
PFBT
Parkside Financial Bank & Trust
Missouri
$119K +$2.53K 6 0.03% Increased
931
Emerald Advisers
Emerald Advisers
Pennsylvania
$119K +$93K 2 0.01% Increased
932
CCM
Chimera Capital Management
New York
$118K -$676K 1 0.03% Reduced
933
ZB
Zions Bancorporation
Utah
$118K +$2.5K 2 0.01% Increased
934
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$118K +$13.7K 1 0% Increased
935
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$117K -$3.73K 1 0% Reduced
936
C
Covestor
United Kingdom
$116K +$35.3K 10 0.09% Increased
937
FWSM
First Wilshire Securities Management
California
$116K -$5.39K 1 0.04% Reduced
938
MP
MSD Partners
New York
$115K $0 1 0.01% Maintained
939
DAM
Delta Asset Management
Tennessee
$114K +$1.7K 3 0.01% Increased
940
Perigon Wealth Management
Perigon Wealth Management
California
$113K +$14.2K 1 0.01% Increased
941
GC
Garde Capital
Washington
$113K -$11K 1 0.01% Reduced
942
CS
Comerica Securities
Michigan
$111K +$121K 1 0.01% New
943
MF
Manchester Financial
California
$108K +$116K 1 0.03% New
944
Belvedere Trading
Belvedere Trading
Illinois
$108K +$115K 1 0% New
945
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$107K +$1.31K 1 0.02% Increased
946
PAG
Private Advisory Group
Washington
$104K +$111K 1 0.02% New
947
CoreCap Advisors
CoreCap Advisors
Michigan
$104K +$10.4K 3 0.01% Increased
948
BCM
Blume Capital Management
California
$103K +$112K 1 0.03% New
949
FFS
Founders Financial Securities
Maryland
$101K +$52.1K 1 0.02% Increased
950
SWA
Sutton Wealth Advisors
Florida
$100K +$6.67K 5 0.04% Increased