← 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
PG
Prostatis Group
Maryland
$56.2K $0 1 0.03% Maintained
1027
XS
XR Securities
Illinois
$56.1K -$28.4K 1 0.01% Reduced
1028
SCA
Snowden Capital Advisors
New York
$54.4K +$2.11K 1 0% Increased
1029
GA
GFS Advisors
Texas
$54K $0 1 0.01% Maintained
1030
FWP
FAS Wealth Partners
Kansas
$53.9K $0 1 0.01% Maintained
1031
Ossiam
Ossiam
France
$53.6K $0 1 0% Maintained
1032
FA
Financial Avengers
California
$53.1K +$278 2 0.04% Increased
1033
WAP
Wealthcare Advisory Partners
Pennsylvania
$52.3K +$56.2K 1 0% New
1034
AGP
Autumn Glory Partners
Texas
$50.7K $0 1 0.03% Maintained
1035
GWMIA
Global Wealth Management Investment Advisory
Florida
$50.7K -$26.7K 1 0.02% Reduced
1036
SNN
Shen Neil Nanpeng
$50.5K +$53.9K 1 1.34% New
1037
Evercore Wealth Management
Evercore Wealth Management
New York
$50K $0 1 0% Maintained
1038
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$50K +$49.4K 1 0% Increased
1039
PIA
Pinion Investment Advisors
Kansas
$50K +$1.33M 1 0.05% New
1040
OC
Oakworth Capital
Alabama
$49.9K $0 1 0% Maintained
1041
SCM
SOL Capital Management
Maryland
$49.5K $0 1 0.01% Maintained
1042
FP
Financial Perspectives
Minnesota
$49.5K +$12.8K 1 0.03% Increased
1043
CT
Colonial Trust
South Carolina
$49.3K +$53.6K 1 0.01% New
1044
Ballentine Partners
Ballentine Partners
Massachusetts
$49.3K +$53K 1 0% New
1045
DRW Securities
DRW Securities
Illinois
$49K +$48.4K 1 0% New
1046
MSFS
Main Street Financial Solutions
Pennsylvania
$48K -$13K 1 0.01% Reduced
1047
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$47.9K -$365K 1 0% Reduced
1048
QL
Quarry LP
New York
$47.2K +$49.7K 2 0.01% New
1049
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$47.2K +$50.8K 1 0% New
1050
CCA
Cora Capital Advisors
New Jersey
$46.4K +$50K 1 0.03% New