← 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
SRL
Scientech Research LLC
New Jersey
$304K +$295K 1 0.3% New
927
CTC
Cetera Trust Company
Minnesota
$304K +$232K 1 0.19% New
928
Marcum Wealth
Marcum Wealth
Ohio
$303K +$6.46K 1 0.03% Increased
929
WWA
WCG Wealth Advisors
Nevada
$301K -$117K 1 0.02% Reduced
930
Groupama Asset Management
Groupama Asset Management
France
$300K +$240K 1 0.01% New
931
CIM
CIM Investment Management
Pennsylvania
$298K $0 1 0.1% Maintained
932
ONGA
O'Neil Global Advisors
California
$298K +$289K 1 0.17% New
933
Argent Capital Management
Argent Capital Management
Missouri
$297K +$227K 1 0.01% New
934
Donaldson Capital Management
Donaldson Capital Management
Indiana
$296K -$19.4K 1 0.01% Reduced
935
PFG Investments
PFG Investments
New York
$295K +$12.3K 1 0.05% Increased
936
Cornerstone Wealth Group
Cornerstone Wealth Group
North Carolina
$289K +$26.6K 1 0.04% Increased
937
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$288K +$280K 1 0.01% New
938
HCM
Highlander Capital Management
New Jersey
$286K +$25.6K 2 0.1% Increased
939
Platform Technology Partners
Platform Technology Partners
New York
$280K +$229K 1 0.11% New
940
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$279K -$523K 2 0% Reduced
941
Point72 Asia (Singapore)
Point72 Asia (Singapore)
Singapore
$273K +$228K 5 0.07% New
942
IAP
Indie Asset Partners
Indiana
$272K $0 1 0.25% Maintained
943
AWM
Avaii Wealth Management
Wisconsin
$272K -$782 1 0.18% Reduced
944
HGERS
Householder Group Estate & Retirement Specialist
Arizona
$272K +$32.2K 2 0.09% Increased
945
CNFG
Creegan & Nassoura Financial Group
New Hampshire
$268K $0 1 0.19% Maintained
946
MIM
Moseley Investment Management
Florida
$265K -$27.9K 1 0.15% Reduced
947
CIBC World Markets
CIBC World Markets
New York
$264K +$211K 1 0% New
948
Anchor Investment Management
Anchor Investment Management
South Carolina
$263K -$17K 1 0.03% Reduced
949
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$262K +$200K 1 0% New
950
Wedmont Private Capital
Wedmont Private Capital
Pennsylvania
$260K +$154K 2 0.02% Increased