← 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
PCP
Polunin Capital Partners
United Kingdom
$283K +$234K 1 0.07% New
1052
BI
Bramshill Investments
Florida
$283K +$262K 1 0.03% New
1053
Forum Financial Management
Forum Financial Management
Illinois
$283K -$221K 1 0% Reduced
1054
MIG
McGuire Investment Group
Rhode Island
$283K -$29.1K 1 0.04% Reduced
1055
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$282K +$1.21K 9 0.02% Increased
1056
WWS
Wellington Wealth Strategies
Indiana
$282K +$183K 1 0.21% New
1057
SIA
SkyView Investment Advisors
New Jersey
$281K +$5.42K 1 0.05% Increased
1058
SAM
Summit Asset Management
Tennessee
$281K +$254K 1 0.05% New
1059
AF
Aldebaran Financial
$280K -$29.1K 1 0.33% Reduced
1060
DCM
DGS Capital Management
New Jersey
$279K -$70.9K 1 0.08% Reduced
1061
CIM
CIM Investment Management
Pennsylvania
$278K $0 1 0.08% Maintained
1062
FFC
First Financial Corp
Indiana
$277K $0 2 0.13% Maintained
1063
UWM
USAdvisors Wealth Management
Minnesota
$275K +$31.2K 1 0.1% New
1064
SageView Advisory Group
SageView Advisory Group
California
$273K -$325K 1 0.01% Reduced
1065
TW
Trajan Wealth
Arizona
$268K -$29.3K 1 0.02% Reduced
1066
CT
ClearAlpha Technologies
Connecticut
$268K +$301K 1 0.07% New
1067
GGA
Granite Group Advisors
Connecticut
$268K -$1.92K 1 0.17% Reduced
1068
TCTC Holdings
TCTC Holdings
Texas
$268K $0 1 0.01% Maintained
1069
SIA
Schechter Investment Advisors
Michigan
$265K +$209K 2 0.02% Increased
1070
WCFA
Walkner Condon Financial Advisors
Wisconsin
$264K +$647 1 0.05% Increased
1071
SMA
Seven Mile Advisory
New Jersey
$264K +$646 1 0.17% Increased
1072
MIM
Moseley Investment Management
Florida
$264K +$18.9K 1 0.11% Increased
1073
Pine Valley Investments
Pine Valley Investments
New Jersey
$260K -$2.91K 1 0.02% Reduced
1074
CMF
Counterpoint Mutual Funds
California
$259K -$667K 1 0.05% Reduced
1075
APW
Axim Planning & Wealth
Ohio
$259K -$27.9K 1 0.29% Reduced