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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
RWM
Raffa Wealth Management
District of Columbia
$37.4K +$37.8K 1 0.01% Increased
1102
EW
Evoke Wealth
California
$37K +$2.86K 2 0% Increased
1103
FFWM
Future Financial Wealth Management
Ohio
$36K +$2.87K 1 0.03% Increased
1104
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$36K -$7.55K 7 0.01% Reduced
1105
AWA
Aaron Wealth Advisors
Illinois
$35.2K +$38.2K 1 0.01% New
1106
Avior Wealth Management
Avior Wealth Management
Nebraska
$33K $0 2 0% Maintained
1107
AIP
Ahrens Investment Partners
Louisiana
$32K -$13.4K 3 0.01% Reduced
1108
Hantz Financial Services
Hantz Financial Services
Michigan
$31K +$8.89K 1 0% Increased
1109
NL
NKCFO LLC
Illinois
$31K -$284K 1 0.01% Reduced
1110
SWA
SOA Wealth Advisors
New York
$30K +$19.5K 1 0.01% Increased
1111
HA
Herold Advisors
New York
$29.3K +$35.6K 1 0.01% New
1112
MAWCM
Mine & Arao Wealth Creation & Management
California
$29K -$24K 1 0.02% Reduced
1113
TF
TimeScale Financial
Massachusetts
$29K +$8.65K 1 0.01% Increased
1114
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$28K -$67K 4 0.01% Reduced
1115
PA
PSI Advisors
Florida
$28K -$109K 3 0.01% Reduced
1116
Koshinski Asset Management
Koshinski Asset Management
Illinois
$27.5K +$29.1K 2 0% Increased
1117
CCA
Column Capital Advisors
Indiana
$27K $0 1 0% Maintained
1118
TFP
Tilia Fiduciary Partners
North Carolina
$27K $0 1 0.02% Maintained
1119
OIA
Optimum Investment Advisors
Illinois
$26K -$919 2 0.01% Reduced
1120
Washington Trust
Washington Trust
Rhode Island
$26K +$31.4K 1 0% New
1121
CWP
Concord Wealth Partners
Virginia
$25K -$19.9K 2 0.01% Reduced
1122
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$25K $0 1 0% Maintained
1123
YCM
Yakira Capital Management
Connecticut
$25K $0 1 0% Maintained
1124
GA
GoalVest Advisory
New York
$23K +$24.6K 1 0.01% New
1125
SSG
Summit Securities Group
New York
$22K -$5.07M 3 0% Reduced