← 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
SFG
SVB Financial Group
Texas
$274K $0 1 0.19% Maintained
1027
BAM
Blueshift Asset Management
New Jersey
$274K -$364K 1 0.09% Reduced
1028
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$273K +$42.4K 8 0.02% Increased
1029
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$272K $0 1 0.01% Maintained
1030
CWP
CFM Wealth Partners
Texas
$269K +$39 1 0.05% Increased
1031
Banco Santander
Banco Santander
Spain
$268K $0 1 0% Maintained
1032
CFA
Cahill Financial Advisors
Minnesota
$266K +$1.37K 1 0.04% Increased
1033
CAM
Cidel Asset Management
Ontario, Canada
$265K -$16.2K 1 0.02% Reduced
1034
MCCP
Mission Creek Capital Partners
California
$265K -$21.8K 1 0.07% Reduced
1035
MIG
McGuire Investment Group
Rhode Island
$264K $0 1 0.04% Maintained
1036
AF
Aldebaran Financial
$262K -$22.2K 1 0.34% Reduced
1037
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$260K +$278K 1 0% New
1038
MHS
M Holdings Securities
Oregon
$260K +$41.8K 1 0.03% Increased
1039
Quadrant Capital Group
Quadrant Capital Group
Ohio
$259K +$53.3K 10 0.02% Increased
1040
TCOO
Trust Company of Oklahoma
Oklahoma
$258K -$312 1 0.09% Reduced
1041
CRI
Colonial River Investments
Virginia
$258K $0 1 0.14% Maintained
1042
Arax Advisory Partners
Arax Advisory Partners
Colorado
$257K +$41.2K 8 0.03% Increased
1043
SMC
Smith, Moore & Co
Missouri
$255K $0 1 0.03% Maintained
1044
GGA
Granite Group Advisors
Connecticut
$255K $0 1 0.19% Maintained
1045
AF
Advisornet Financial
Minnesota
$254K +$181K 3 0.02% Increased
1046
PIM
Plato Investment Management
Australia
$254K $0 1 0.02% Maintained
1047
CIM
CIM Investment Management
Pennsylvania
$252K -$57.1K 1 0.08% Reduced
1048
BHPW
Beverly Hills Private Wealth
California
$252K -$86K 1 0.05% Reduced
1049
SMA
Seven Mile Advisory
New Jersey
$249K +$594 1 0.18% Increased
1050
AIM
Anchor Investment Management
South Carolina
$247K -$70.2K 3 0.03% Reduced