← 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
Sageworth Trust
Sageworth Trust
Pennsylvania
$82.8K $0 2 0.01% Maintained
1002
TFA
Toth Financial Advisory
Virginia
$82.4K -$765K 3 0.01% Reduced
1003
SRC
Shufro Rose & Co
New York
$81.1K $0 1 0.01% Maintained
1004
NL
NWAM LLC
Washington
$79.6K +$79.5K 1 0.01% New
1005
Allworth Financial
Allworth Financial
California
$78.7K +$11.3K 4 0% Increased
1006
Wealthfront Advisers
Wealthfront Advisers
California
$78.5K +$78.5K 1 0% New
1007
FWSM
First Wilshire Securities Management
California
$78K -$360 1 0.03% Reduced
1008
Antipodes Partners
Antipodes Partners
Australia
$76K +$72K 1 0% New
1009
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$76K +$76.4K 1 0% New
1010
PH
Pinnacle Holdings
Oklahoma
$75.6K +$85K 1 0.04% New
1011
Evergreen Capital Management
Evergreen Capital Management
Washington
$75.2K -$268K 1 0% Reduced
1012
Veritable
Veritable
Delaware
$75K $0 1 0% Maintained
1013
Merit Financial Group
Merit Financial Group
Georgia
$74.5K -$169K 1 0% Reduced
1014
FWP
FAS Wealth Partners
Kansas
$74.4K +$3.43K 1 0.01% Increased
1015
SW
SkyOak Wealth
Michigan
$73.1K -$88K 1 0.02% Reduced
1016
Huntington National Bank
Huntington National Bank
Ohio
$73K +$39.3K 6 0% Increased
1017
SEM
Suncoast Equity Management
Florida
$72.8K +$72.8K 1 0.01% New
1018
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$72.7K -$179K 1 0% Reduced
1019
QL
Quarry LP
New York
$72.2K +$27.4K 3 0.02% Increased
1020
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$71.4K -$117K 1 0% Reduced
1021
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$71.3K +$71.2K 1 0% New
1022
FA
Financial Avengers
California
$70.7K +$33.5K 2 0.05% Increased
1023
SAF
Smith Anglin Financial
Texas
$70.1K +$70K 1 0.01% New
1024
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$68.5K $0 2 0.02% Maintained
1025
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$68K +$80.3K 1 0% New