← 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
RTC
Riverview Trust Company
Washington
$33.9K +$30.2K 2 0.03% New
1077
Geneos Wealth Management
Geneos Wealth Management
Colorado
$33.8K +$3.55K 2 0% Increased
1078
Fisher Asset Management
Fisher Asset Management
Washington
$32.1K +$30.9K 2 0% New
1079
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$31K -$19K 1 0% Reduced
1080
MCI
MRP Capital Investments
Georgia
$30.8K +$9.22K 1 0.03% Increased
1081
PIAS
PCA Investment Advisory Services
Ohio
$29.7K +$29.2K 1 0.02% New
1082
SIS
Sound Income Strategies
Florida
$29K -$497 2 0% Reduced
1083
RFG
RFP Financial Group
Georgia
$27.8K $0 2 0.01% Maintained
1084
BWA
BDO Wealth Advisors
Florida
$27.3K -$13.2K 3 0% Reduced
1085
BWM
BerganKDV Wealth Management
Minnesota
$26.8K -$820K 2 0% Reduced
1086
Wolverine Asset Management
Wolverine Asset Management
Illinois
$25.8K -$5.76K 1 0% Reduced
1087
EWP
Elevation Wealth Partners
California
$25K $0 1 0.02% Maintained
1088
AF
Advisornet Financial
Minnesota
$24.6K +$2.02K 2 0% Increased
1089
SWA
SOA Wealth Advisors
New York
$24.2K +$391 1 0.01% Increased
1090
WIM
Westside Investment Management
California
$24.1K -$652 2 0.01% Reduced
1091
RWM
Raffa Wealth Management
District of Columbia
$23.2K $0 1 0.01% Maintained
1092
Washington Trust
Washington Trust
Rhode Island
$22.8K $0 1 0% Maintained
1093
GJIA
Glass Jacobson Investment Advisors
Maryland
$22.8K +$17.8K 2 0.01% New
1094
BWP
Baldwin Wealth Partners
Massachusetts
$22.6K $0 1 0% Maintained
1095
PTC
Private Trust Company
Ohio
$22.3K -$249 2 0% Reduced
1096
AWM
Atticus Wealth Management
Florida
$22K $0 1 0.01% Maintained
1097
MIM
Macroview Investment Management
Maryland
$22K +$9.91K 2 0.03% Increased
1098
Hantz Financial Services
Hantz Financial Services
Michigan
$22K $0 1 0% Maintained
1099
BIA
Bell Investment Advisors
California
$21.7K +$4.72K 8 0% Increased
1100
IFAM
Institutional & Family Asset Management
Colorado
$20.9K -$22.9K 1 0% Reduced