← 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
1001	CAM Columbia Asset Management Ann Arbor, Michigan	$73K	+$94.8K	1	0.02%	New
1002	KPF K2 Principal Fund Toronto, Ontario, Canada	$73K	$0	1	0.01%	Maintained
1003	FBC Fairfield, Bush & Co Darien, Connecticut	$72K	$0	1	0.05%	Maintained
1004	Global Retirement Partners San Rafael, California	$72K	+$66.2K	5	0.01%	Increased
1005	LAS LWM Advisory Services Plantation, Florida	$72K	+$75.4K	1	0.08%	New
1006	Xponance Philadelphia, Pennsylvania	$72K	-$203K	1	0%	Reduced
1007	JWCA J.W. Cole Advisors Tampa, Florida	$71K	-$62.6K	1	0.01%	Reduced
1008	Kingsview Wealth Management Grants Pass, Oregon	$71K	-$127K	1	0%	Reduced
1009	PVH Psagot Value Holdings Tel Aviv, Israel	$71K	-$104K	2	0.02%	Reduced
1010	WP WealthSource Partners San Luis Obispo, California	$71K	-$2.21K	1	0.01%	Reduced
1011	EP Elkhorn Partners Omaha, Nebraska	$69K	+$1.26K	1	0.05%	Increased
1012	FCAG First Capital Advisors Group Little Silver, New Jersey	$69K	$0	1	0.06%	Maintained
1013	Wolverine Asset Management Chicago, Illinois	$69K	-$15.6K	2	0%	Reduced
1014	EP Wealth Advisors Torrance, California	$67K	+$87.4K	1	0%	New
1015	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$67K	-$6.38K	1	0.01%	Reduced
1016	WWA WCG Wealth Advisors Las Vegas, Nevada	$67K	+$21.5K	1	0.01%	New
1017	FA Financial Avengers Oakland, California	$66K	-$20.4K	1	0.05%	Reduced
1018	KWM Kolinsky Wealth Management Ramsey, New Jersey	$66K	+$69.2K	1	0.08%	New
1019	JSL JT Stratford LLC Gainesville, Georgia	$65K	+$67.7K	1	0.02%	New
1020	PCP Proficio Capital Partners Newton, Massachusetts	$65K	+$1.49K	1	0.01%	Increased
1021	EI Ellevest Inc New York	$64K	-$15.4K	2	0.01%	Reduced
1022	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$63K	-$48.2K	1	0.03%	Reduced
1023	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$63K	+$85.3K	2	0.01%	New
1024	QTM qPULA Trading Management New York	$63K	+$82.3K	1	0.55%	New
1025	FWM FFT Wealth Management Philadelphia, Pennsylvania	$62K	+$64.5K	1	0.01%	New