← 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
1101
LS
Leelyn Smith
Illinois
$101K $0 1 0.03% Maintained
1102
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$99K +$105K 4 0.03% New
1103
Huntington National Bank
Huntington National Bank
Ohio
$99K -$32.5K 6 0% Reduced
1104
NL
NVWM LLC
Pennsylvania
$96K -$1.02M 2 0.03% Reduced
1105
FAG
Fortitude Advisory Group
Washington
$93K +$99.4K 2 0.05% New
1106
FIA
FNY Investment Advisers
New York
$88K +$102K 2 0.05% New
1107
Aquatic Capital Management
Aquatic Capital Management
Illinois
$87K +$110K 3 0.17% New
1108
Emerald Advisers
Emerald Advisers
Pennsylvania
$87K +$122K 1 0% New
1109
HNWAG
High Net Worth Advisory Group
Florida
$87K +$101K 1 0.03% New
1110
RGF
Retirement Guys Formula
Ohio
$87K +$5.22M 1 0.07% New
1111
FMP
Financial Management Professionals
Texas
$84K $0 1 0.02% Maintained
1112
CCA
Castle Creek Arbitrage
Colorado
$81K -$923K 1 0% Reduced
1113
CA
Cornerstone Advisory
Maryland
$79K +$91.5K 1 0.01% New
1114
PFBT
Parkside Financial Bank & Trust
Missouri
$76K +$19.5K 7 0.02% Increased
1115
OC
Oakworth Capital
Alabama
$73K $0 1 0.01% Maintained
1116
PVH
Psagot Value Holdings
Israel
$71K +$82.6K 1 0.01% New
1117
MSFP
Mark Sheptoff Financial Planning
Connecticut
$70K +$918 2 0.03% Increased
1118
Arax Advisory Partners
Arax Advisory Partners
Colorado
$69K +$6.6K 5 0.01% Increased
1119
AFG
Albion Financial Group
Utah
$67K $0 1 0.01% Maintained
1120
Pacer Advisors
Pacer Advisors
Pennsylvania
$67K +$16.8K 1 0% Increased
1121
T
TOBAM
France
$63K +$2.91K 2 0% Increased
1122
Harbour Investments
Harbour Investments
Wisconsin
$61K -$92.8K 2 0% Reduced
1123
PMFA
Plante Moran Financial Advisors
Michigan
$60K +$38.7K 2 0.01% Increased
1124
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$59K -$5.62K 5 0% Reduced
1125
IIA
IPG Investment Advisors
California
$57K +$71.7K 1 0.01% New