← 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
MYAM
Meiji Yasuda Asset Management
Japan
$260K +$208K 1 0.01% New
952
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$260K +$199K 1 0.01% New
953
CAM
Cidel Asset Management
Ontario, Canada
$258K +$207K 1 0.01% New
954
SWM
SeaCrest Wealth Management
New York
$257K -$47.5K 1 0.03% Reduced
955
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$257K +$179K 1 0.01% Increased
956
BWP
Balboa Wealth Partners
Arizona
$256K -$105K 2 0.09% Reduced
957
ZB
Zions Bancorporation
Utah
$251K -$614 2 0.02% Reduced
958
LW
Lauer Wealth
Indiana
$250K +$8.23K 1 0.23% Increased
959
AGDI
Absolute Gestao de Investimentos
Brazil
$250K +$242K 1 0.1% New
960
FFS
Founders Financial Securities
Maryland
$249K +$24.3K 1 0.03% Increased
961
MP
MSD Partners
New York
$249K $0 1 0.02% Maintained
962
BL
BFSG LLC
California
$249K +$199K 2 0.04% New
963
Forum Financial Management
Forum Financial Management
Illinois
$244K +$195K 1 0% New
964
KA
KLCM Advisors
Wisconsin
$244K +$195K 1 0.04% New
965
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$243K +$195K 1 0% New
966
DIP
Davis Investment Partners
North Carolina
$243K +$198K 1 0.12% New
967
SFM
Signet Financial Management
New Jersey
$242K +$194K 1 0.04% New
968
Vest Financial
Vest Financial
Virginia
$238K +$191K 1 0.01% New
969
KCM
Kennicott Capital Management
California
$237K +$32.9K 1 0.12% New
970
CWP
CFM Wealth Partners
Texas
$236K +$189K 1 0.05% New
971
PWG
Portside Wealth Group
Utah
$234K -$45.1K 1 0.04% Reduced
972
CA
Calton & Associates
Florida
$234K +$28K 1 0.09% Increased
973
SFG
SVB Financial Group
Texas
$234K +$125K 1 0.21% New
974
MF
Manchester Financial
California
$233K $0 1 0.07% Maintained
975
MW
MBL Wealth
North Carolina
$233K +$186K 1 0.03% New