← 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
1026
DMBA
Deseret Mutual Benefit Administrators
Utah
$130K -$22.3K 1 0.03% Reduced
1027
FFC
First Financial Corp
Indiana
$129K $0 1 0.08% Maintained
1028
SWA
SFMG Wealth Advisors
Texas
$128K +$155K 1 0.01% New
1029
Aquatic Capital Management
Aquatic Capital Management
Illinois
$126K +$67.5K 6 0.19% Increased
1030
BS
Boenning & Scattergood
Pennsylvania
$124K +$151K 1 0.02% New
1031
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$123K -$124K 2 0% Reduced
1032
BTWM
Baker Tilly Wealth Management
Wisconsin
$122K -$75.6K 1 0.01% Reduced
1033
PCP
Proficio Capital Partners
Massachusetts
$122K $0 1 0.02% Maintained
1034
WDL
Well Done LLC
Michigan
$120K $0 1 0.02% Maintained
1035
FA
Financial Avengers
California
$119K +$139K 1 0.07% New
1036
HIA
Harbor Investment Advisory
Maryland
$119K +$100K 1 0.02% Increased
1037
CAWM
Capital Advisors Wealth Management
Washington
$118K +$143K 1 0.04% New
1038
FWM
Foresight Wealth Management
Utah
$118K $0 1 0.02% Maintained
1039
PG
Prostatis Group
Maryland
$115K +$140K 1 0.09% New
1040
EPM
Equitec Proprietary Markets
Illinois
$115K +$40.3K 1 0.03% Increased
1041
TIS
Tortoise Index Solutions
Kansas
$115K +$18.6K 2 0.02% Increased
1042
VCM
Vivaldi Capital Management
Illinois
$114K $0 1 0.03% Maintained
1043
Krilogy Financial
Krilogy Financial
Missouri
$112K +$137K 1 0.01% New
1044
MSA
McAlister Sweet & Associates
Texas
$111K +$134K 1 0.12% New
1045
PCG
Private Capital Group
Connecticut
$110K +$2.95K 2 0.03% Increased
1046
EI
Ellevest Inc
New York
$109K +$59 2 0.01% Increased
1047
GWMIA
Global Wealth Management Investment Advisory
Florida
$108K +$1.26K 1 0.03% Increased
1048
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$108K -$16.8K 4 0.02% Reduced
1049
IWN
Independent Wealth Network
Iowa
$107K +$130K 1 0.07% New
1050
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$106K +$129K 1 0.01% New