← 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
Farther Finance Advisors
Farther Finance Advisors
California
$44.1K +$17K 5 0.01% Increased
1077
SFG
SVB Financial Group
Texas
$42.3K $0 1 0.08% Maintained
1078
IFAM
Institutional & Family Asset Management
Colorado
$41.6K +$25.8K 2 0.01% Increased
1079
PMFA
Plante Moran Financial Advisors
Michigan
$40K +$115 2 0.01% Increased
1080
FCT
First Community Trust
Iowa
$37.3K $0 1 0.04% Maintained
1081
Arax Advisory Partners
Arax Advisory Partners
Colorado
$37.3K +$8.7K 3 0.01% Increased
1082
Wolverine Asset Management
Wolverine Asset Management
Illinois
$37.1K +$7.97K 1 0% Increased
1083
DRW Securities
DRW Securities
Illinois
$37K -$18K 1 0% Reduced
1084
PA
PSI Advisors
Florida
$36.7K -$1.55K 2 0.02% Reduced
1085
HT
Headlands Technologies
Illinois
$36.6K +$34.3K 2 0.02% Increased
1086
NC
NewSquare Capital
Pennsylvania
$36.6K $0 2 0% Maintained
1087
BWA
BDO Wealth Advisors
Florida
$35K $0 3 0% Maintained
1088
MCM
Manchester Capital Management
Vermont
$34.3K +$5.46K 2 0% Increased
1089
WP
WealthPLAN Partners
Nebraska
$33.9K +$38.2K 2 0% New
1090
TF
TimeScale Financial
Massachusetts
$32.7K $0 1 0.01% Maintained
1091
GWS
Glassman Wealth Services
Virginia
$31.7K +$2.71K 4 0.01% Increased
1092
DCM
Dudley Capital Management
Virginia
$31.4K $0 1 0.02% Maintained
1093
CM
Cornerstone Management
Georgia
$31.2K $0 1 0.01% Maintained
1094
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$31K +$21.5K 1 0% Increased
1095
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$30.6K +$35.7K 4 0% New
1096
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$30.4K +$18.3K 1 0% Increased
1097
OCM
Orion Capital Management
California
$30.4K -$355K 1 0.02% Reduced
1098
TFM
TFC Financial Management
Massachusetts
$30.4K $0 1 0.01% Maintained
1099
PP
PDS Planning
Ohio
$27.2K +$32K 1 0% New
1100
AIP
Ahrens Investment Partners
Louisiana
$26.7K +$31K 3 0.01% New