← 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
Suncoast Equity Management
Suncoast Equity Management
Florida
$95.9K $0 1 0.01% Maintained
1027
Moran Wealth Management
Moran Wealth Management
Florida
$95.7K +$98.7K 1 0% New
1028
Metis Global Partners
Metis Global Partners
California
$94.9K +$3.76K 1 0% Increased
1029
Steel Grove Capital Advisors
Steel Grove Capital Advisors
Tennessee
$94.4K $0 1 0.01% Maintained
1030
NEI
Northwest & Ethical Investments
Ontario, Canada
$94.1K +$97.2K 1 0% New
1031
Smith Anglin Financial
Smith Anglin Financial
Texas
$92.3K $0 1 0.01% Maintained
1032
Sloy Dahl & Holst
Sloy Dahl & Holst
Washington
$90.7K +$100K 1 0.02% New
1033
XWM
Xcel Wealth Management
Florida
$90.3K -$123K 1 0.04% Reduced
1034
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$89.9K +$92.8K 1 0.05% New
1035
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$89.6K -$844 1 0% Reduced
1036
Cooper Financial Group
Cooper Financial Group
California
$88.7K +$91.5K 1 0.02% New
1037
Pinkerton Retirement Specialists
Pinkerton Retirement Specialists
Idaho
$88.4K +$91.2K 1 0.02% New
1038
First Pacific Financial
First Pacific Financial
Washington
$88.2K $0 1 0.04% Maintained
1039
Wedmont Private Capital
Wedmont Private Capital
Pennsylvania
$87.2K +$93.7K 1 0.01% New
1040
Jacobi Capital Management
Jacobi Capital Management
Pennsylvania
$87K $0 1 0.01% Maintained
1041
NBC Securities
NBC Securities
Alabama
$87K +$95.3K 2 0.01% New
1042
Evercore Wealth Management
Evercore Wealth Management
New York
$86.7K $0 1 0% Maintained
1043
MHR
Matthew Hamilton Rosenberg
$86.4K $0 3 0.03% Maintained
1044
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$85.2K +$5.62K 1 0% Increased
1045
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$85K +$93.5K 1 0% New
1046
Global Wealth Management Investment Advisory
Global Wealth Management Investment Advisory
Florida
$83.7K +$6.47K 1 0.02% Increased
1047
Sand Hill Global Advisors
Sand Hill Global Advisors
California
$83.6K +$86.3K 1 0% New
1048
Chevy Chase Trust
Chevy Chase Trust
Maryland
$82.7K $0 1 0% Maintained
1049
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$82.5K -$5.09K 1 0% Reduced
1050
Nemes Rush Group
Nemes Rush Group
Michigan
$82.4K +$84.4K 3 0.01% Increased