← 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
IIA
IPG Investment Advisors
California
$382K -$386K 1 0.09% Reduced
1077
Transcend Capital Advisors
Transcend Capital Advisors
New Jersey
$380K +$28.7K 2 0.03% Increased
1078
Marcum Wealth
Marcum Wealth
Ohio
$377K -$11K 1 0.03% Reduced
1079
FC
Farringdon Capital
United Kingdom
$374K +$391K 1 0.15% New
1080
Founders Financial Alliance
Founders Financial Alliance
North Carolina
$373K -$223K 1 0.1% Reduced
1081
Stratos Wealth Advisors
Stratos Wealth Advisors
Ohio
$372K -$109K 1 0.02% Reduced
1082
2C
272 Capital
Texas
$372K +$386K 1 0.35% New
1083
Shelton Capital Management
Shelton Capital Management
Colorado
$372K -$14.8K 1 0.01% Reduced
1084
WesBanco Bank
WesBanco Bank
West Virginia
$370K $0 1 0.01% Maintained
1085
Legato Capital Management
Legato Capital Management
California
$369K -$1.33M 1 0.05% Reduced
1086
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$369K +$19.9K 14 0.02% Increased
1087
Venture Visionary Partners
Venture Visionary Partners
Ohio
$368K $0 1 0.02% Maintained
1088
Integrated Quantitative Investments
Integrated Quantitative Investments
Washington
$367K +$370K 1 0.18% New
1089
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$367K -$41.3K 2 0.01% Reduced
1090
M Holdings Securities
M Holdings Securities
Oregon
$366K +$309K 1 0.06% New
1091
SC
Seldon Capital
California
$366K +$281K 1 0.15% Increased
1092
CFGS
Concourse Financial Group Securities
Alabama
$366K +$217K 5 0.02% Increased
1093
NWM
Napa Wealth Management
California
$365K +$13.9K 1 0.16% Increased
1094
MLM
Mount Lucas Management
Pennsylvania
$363K -$920K 1 0.13% Reduced
1095
UM
Ulysses Management
New York
$363K +$466K 1 0.06% New
1096
Capital International Sarl
Capital International Sarl
California
$363K -$48.9K 1 0.01% Reduced
1097
Capstone Investment Advisors
Capstone Investment Advisors
New York
$362K +$305K 1 0% New
1098
MF
Manchester Financial
California
$360K $0 1 0.08% Maintained
1099
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$360K -$674K 1 0.01% Reduced
1100
BWA
Brave Warrior Advisors
New York
$360K $0 1 0.01% Maintained