← 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	CG Compass Group New York	$259K	-$12.4M	1	1.31%	Reduced
1077	Dynamic Advisor Solutions Phoenix, Arizona	$258K	-$6.51K	1	0.01%	Reduced
1078	UFF USA Financial Formulas Ada, Michigan	$257K	+$280K	2	0.04%	New
1079	SWA Stratos Wealth Advisors Beachwood, Ohio	$256K	+$7.66K	1	0.01%	Increased
1080	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$256K	$0	1	0.01%	Maintained
1081	Avior Wealth Management Omaha, Nebraska	$255K	+$64.9K	6	0.01%	Increased
1082	CSPAM Cary Street Partners Asset Management Richmond, Virginia	$253K	-$67.3K	1	0.03%	Reduced
1083	Park National Corp Newark, Ohio	$252K	-$6.05K	1	0.01%	Reduced
1084	PWG Portside Wealth Group Provo, Utah	$252K	+$8.32K	1	0.04%	Increased
1085	BCM Bourgeon Capital Management Darien, Connecticut	$252K	$0	1	0.05%	Maintained
1086	LCM Landscape Capital Management Englewood, New Jersey	$250K	-$1.04M	1	0.03%	Reduced
1087	SFM Signet Financial Management Parsippany, New Jersey	$247K	-$6.64K	1	0.03%	Reduced
1088	WVP Worth Venture Partners Fort Lee, New Jersey	$246K	+$111K	1	1.81%	Increased
1089	DIP Davis Investment Partners Charlotte, North Carolina	$245K	$0	1	0.1%	Maintained
1090	HUB Investment Partners Austin, Texas	$245K	+$24.1K	1	0.01%	Increased
1091	CWP CFM Wealth Partners Austin, Texas	$241K	+$40	1	0.04%	Increased
1092	Synovus Financial Columbus, Georgia	$241K	$0	1	0%	Maintained
1093	FWTB First Western Trust Bank Denver, Colorado	$241K	+$525	1	0.01%	Increased
1094	TCM Traynor Capital Management Malvern, Pennsylvania	$240K	+$32.6K	1	0.01%	Increased
1095	CH Canton Hathaway Providence, Rhode Island	$240K	$0	2	0.06%	Maintained
1096	MA MYDA Advisors Woodmere, New York	$240K	-$868K	1	0.05%	Reduced
1097	SP SIH Partners Wilmington, Delaware	$239K	+$108K	1	0.14%	Increased
1098	AO Advisor OS Chicago, Illinois	$238K	-$20.9K	1	0.02%	Reduced
1099	Congress Wealth Management Boston, Massachusetts	$234K	-$230K	1	0%	Reduced
1100	Metis Global Partners San Diego, California	$233K	+$54.4K	1	0.01%	Increased