← 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
1076
Wolverine Asset Management
Wolverine Asset Management
Illinois
$146K -$4.51M 2 0% Reduced
1077
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$144K +$167K 1 0.01% New
1078
FRA
Frank Rimerman Advisors
California
$143K +$149K 1 0.05% New
1079
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$142K -$12.7K 4 0.02% Reduced
1080
FFC
First Financial Corp
Indiana
$141K $0 1 0.09% Maintained
1081
TIS
Tortoise Index Solutions
Kansas
$140K -$5.85K 2 0.03% Reduced
1082
EAM
Exos Asset Management
New York
$139K -$97.8K 1 0.07% Reduced
1083
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$137K $0 2 0% Maintained
1084
PAM
Paradigm Asset Management
New York
$134K -$24.5K 1 0.03% Reduced
1085
LWA
Lenox Wealth Advisors
New York
$128K +$130K 3 0.02% Increased
1086
TCTC Holdings
TCTC Holdings
Texas
$127K $0 1 0.01% Maintained
1087
NFG
Next Financial Group
Texas
$126K +$33.2K 4 0.01% Increased
1088
SFM
Signet Financial Management
New Jersey
$126K +$131K 3 0.02% New
1089
Allworth Financial
Allworth Financial
California
$123K $0 1 0% Maintained
1090
EPM
Equitec Proprietary Markets
Illinois
$122K +$155K 1 0.02% New
1091
PCG
Private Capital Group
Connecticut
$121K +$1.42K 2 0.03% Increased
1092
CoreCap Advisors
CoreCap Advisors
Michigan
$120K +$135K 3 0.01% New
1093
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$119K -$23K 1 0% Reduced
1094
EI
Ellevest Inc
New York
$119K +$46.6K 3 0.01% Increased
1095
SWA
Sutton Wealth Advisors
Florida
$116K -$27.5K 4 0.04% Reduced
1096
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$115K +$440 2 0.09% Increased
1097
AIA Group
AIA Group
Hong Kong
$114K +$119K 1 0.01% New
1098
HMS
Hanseatic Management Services
New Mexico
$109K +$9.18K 1 0.18% Increased
1099
Smithfield Trust
Smithfield Trust
Pennsylvania
$107K $0 1 0.01% Maintained
1100
JAIC
Josh Arnold Investment Consultant
Minnesota
$101K +$128K 1 0.09% New