← 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	SAM Summit Asset Management Memphis, Tennessee	$202K	+$196K	1	0.05%	New
1002	Laird Norton Wetherby Trust Company Seattle, Washington	$202K	+$161K	1	0.02%	New
1003	RIA Regal Investment Advisors Kentwood, Michigan	$201K	-$688K	1	0.02%	Reduced
1004	CPRC Consolidated Portfolio Review Corp Woodbury, New York	$200K	$0	1	0.05%	Maintained
1005	GAMMA Investing Foster City, California	$199K	+$165K	9	0.05%	New
1006	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$199K	$0	1	0.04%	Maintained
1007	OHWP Oak Harbor Wealth Partners Raleigh, North Carolina	$199K	$0	1	0.07%	Maintained
1008	World Investment Advisors Santa Barbara, California	$198K	$0	1	0.03%	Maintained
1009	RA Resolute Advisors San Francisco, California	$197K	$0	1	0.03%	Maintained
1010	CSPAM Cary Street Partners Asset Management Richmond, Virginia	$196K	$0	1	0.03%	Maintained
1011	DAM Delta Asset Management Memphis, Tennessee	$196K	-$33.8K	2	0.02%	Reduced
1012	TCM Traynor Capital Management Malvern, Pennsylvania	$196K	+$18.3K	1	0.02%	Increased
1013	IWN Independent Wealth Network Urbandale, Iowa	$195K	+$55.2K	1	0.1%	Increased
1014	Modera Wealth Management Westwood, New Jersey	$194K	$0	1	0%	Maintained
1015	OCM Orion Capital Management Coronado, California	$194K	+$15.9K	2	0.11%	Increased
1016	NAS NWF Advisory Services Los Angeles, California	$193K	+$5.83K	1	0.04%	Increased
1017	CH Canton Hathaway Providence, Rhode Island	$193K	$0	1	0.06%	Maintained
1018	TCTC Holdings Dallas, Texas	$193K	$0	1	0.01%	Maintained
1019	LCM Landscape Capital Management Englewood, New Jersey	$192K	+$175K	1	0.02%	Increased
1020	Jones Financial Companies Des Peres, Missouri	$192K	+$149K	3	0%	New
1021	CAM Columbia Asset Management Ann Arbor, Michigan	$192K	+$7.95K	1	0.04%	Increased
1022	FP Financial Perspectives Minneapolis, Minnesota	$192K	+$54.6K	2	0.08%	Increased
1023	DI DDFG Inc Thousand Oaks, California	$192K	-$4.94K	1	0.06%	Reduced
1024	LC Lindbrook Capital Calabasas, California	$192K	-$8.24K	3	0.02%	Reduced
1025	Merit Financial Group Alpharetta, Georgia	$191K	-$10.5K	1	0.01%	Reduced