← 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
1051
AFG
Albion Financial Group
Utah
$163K $0 1 0.01% Maintained
1052
Blue Trust Inc
Blue Trust Inc
Georgia
$161K -$9.26K 9 0% Reduced
1053
RWMG
Redwood Wealth Management Group
New Jersey
$161K -$7.95K 1 0.18% Reduced
1054
CT
Chicago Trust
Illinois
$161K +$156K 1 0.04% New
1055
RCM
Riverwood Capital Management
California
$160K -$42.6K 1 0.34% Reduced
1056
FWP
FAS Wealth Partners
Kansas
$157K +$5.21K 1 0.02% Increased
1057
MC
Machina Capital
France
$156K -$204K 1 0.1% Reduced
1058
TWM
Trueblood Wealth Management
Ohio
$156K +$125K 1 0.1% New
1059
Quadrant Capital Group
Quadrant Capital Group
Ohio
$156K -$54K 6 0.01% Reduced
1060
Aspiriant LLC
Aspiriant LLC
California
$156K $0 1 0.01% Maintained
1061
VWA
Visionary Wealth Advisors
Illinois
$154K -$1.89K 1 0.01% Reduced
1062
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$154K $0 1 0% Maintained
1063
FCM
Fortis Capital Management
Washington
$152K +$11.5K 1 0.04% Increased
1064
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$151K +$121K 1 0.05% New
1065
GSIAS
Garden State Investment Advisory Services
New Jersey
$150K -$11.7K 1 0.06% Reduced
1066
AGP
Autumn Glory Partners
Texas
$149K +$119K 1 0.09% New
1067
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
$149K -$119K 1 0.02% Reduced
1068
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$146K +$3.54K 7 0.01% Increased
1069
FFC
First Financial Corp
Indiana
$145K -$68.5K 1 0.07% Reduced
1070
PA
Probity Advisors
Texas
$143K +$114K 1 0.03% New
1071
CCA
Cruiser Capital Advisors
Connecticut
$143K +$103K 1 0.22% New
1072
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$143K $0 2 0% Maintained
1073
MNBTD
Moody National Bank Trust Division
Texas
$142K +$28.1K 1 0.01% Increased
1074
Sigma Planning Corp
Sigma Planning Corp
Michigan
$139K -$569K 1 0.01% Reduced
1075
SIA
SeaBridge Investment Advisors
New Jersey
$138K +$140K 1 0.04% New