← 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
AWM
Atticus Wealth Management
Florida
$28.1K $0 1 0.01% Maintained
1077
PVH
Psagot Value Holdings
Israel
$28K -$41.1K 1 0.01% Reduced
1078
NC
NewSquare Capital
Pennsylvania
$27.8K +$206 2 0% Increased
1079
FWA
Freedom Wealth Alliance
Wisconsin
$27.8K +$29.4K 2 0.04% New
1080
MCM
Manchester Capital Management
Vermont
$26.8K +$16.2K 2 0% Increased
1081
TF
TimeScale Financial
Massachusetts
$26.3K $0 1 0.01% Maintained
1082
CI
Cigna Investments
Connecticut
$25K $0 1 0.01% Maintained
1083
Arax Advisory Partners
Arax Advisory Partners
Colorado
$24.1K -$27.1K 3 0% Reduced
1084
DCM
Dudley Capital Management
Virginia
$23.9K +$25.7K 1 0.02% New
1085
TFM
TFC Financial Management
Massachusetts
$23.1K +$24.8K 1 0.01% New
1086
GWS
Glassman Wealth Services
Virginia
$23K -$2.65K 3 0% Reduced
1087
RFA
Register Financial Advisors
Georgia
$22K +$23.9K 1 0.01% New
1088
PineBridge Investments
PineBridge Investments
New York
$21.8K $0 1 0% Maintained
1089
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$21.3K -$2.67K 5 0% Reduced
1090
Advent Capital Management
Advent Capital Management
New York
$21.2K +$22.8K 1 0% New
1091
RWM
Raffa Wealth Management
District of Columbia
$21K $0 1 0.01% Maintained
1092
Cowen and Company
Cowen and Company
New York
$20.3K -$10K 1 0% Reduced
1093
EWM
Endowment Wealth Management
Wisconsin
$19.7K +$26.1K 1 0.02% New
1094
IFAM
Institutional & Family Asset Management
Colorado
$19.4K -$33K 1 0% Reduced
1095
LF
Lee Financial
Texas
$18K +$19.6K 1 0% New
1096
MHR
Matthew Hamilton Rosenberg
$17.5K +$10.9K 1 0.01% Increased
1097
HWMA
Heritage Wealth Management (Arizona)
Arizona
$17.5K +$9.52K 1 0% Increased
1098
NMG
New Millennium Group
Utah
$17.5K +$714 1 0.02% Increased
1099
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$17.4K +$20K 1 0% New
1100
CWP
Concord Wealth Partners
Virginia
$17.1K +$18.6K 1 0.01% New