← 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
951
Evergreen Capital Management
Evergreen Capital Management
Washington
$147K +$17.6K 1 0.01% Increased
952
FCAG
First Capital Advisors Group
New Jersey
$146K +$1.94K 2 0.08% Increased
953
Banco Santander
Banco Santander
Spain
$145K $0 1 0% Maintained
954
FWP
FAS Wealth Partners
Kansas
$143K +$31.9K 1 0.02% Increased
955
B
Bensler
Washington
$143K $0 1 0.03% Maintained
956
PHS
Pekin Hardy Strauss
Illinois
$142K -$7.37K 1 0.02% Reduced
957
FWA
Freedom Wealth Alliance
Wisconsin
$140K +$99.5K 1 0.2% New
958
DP
DDD Partners
Washington
$138K $0 1 0.02% Maintained
959
CAM
Concorde Asset Management
Michigan
$138K -$2.61K 1 0.13% Reduced
960
AP
Arlington Partners
Alabama
$135K $0 2 0.02% Maintained
961
SRC
Shufro Rose & Co
New York
$134K $0 1 0.01% Maintained
962
RWMG
Redwood Wealth Management Group
New Jersey
$134K -$1.96K 1 0.15% Reduced
963
EP
Elkhorn Partners
Nebraska
$133K $0 1 0.09% Maintained
964
JWCA
J.W. Cole Advisors
Florida
$133K +$4.89K 1 0.01% Increased
965
CA
Crewe Advisors
Utah
$132K +$91 1 0.02% Increased
966
VCM
Vivaldi Capital Management
Illinois
$132K $0 1 0.04% Maintained
967
LWM
LJI Wealth Management
Indiana
$132K +$6.58K 1 0.04% Increased
968
CHA
Cooper/Haims Advisors
New York
$131K $0 1 0.1% Maintained
969
Belpointe Asset Management
Belpointe Asset Management
Nevada
$130K -$27.2K 1 0.01% Reduced
970
FCA
Fortis Capital Advisors
Kansas
$130K +$102K 1 0.08% New
971
Aspiriant LLC
Aspiriant LLC
California
$130K $0 1 0.01% Maintained
972
WAP
Wealthcare Advisory Partners
Pennsylvania
$130K +$101K 1 0.01% New
973
TCM
Teza Capital Management
Illinois
$129K -$1.49M 1 0.02% Reduced
974
SCA
Snowden Capital Advisors
New York
$128K +$8.15K 1 0% Increased
975
PFBT
Parkside Financial Bank & Trust
Missouri
$128K +$3.95K 7 0.03% Increased