← 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
Hantz Financial Services
Hantz Financial Services
Michigan
$17K -$4.74K 1 0% Reduced
1102
IGWM
ICA Group Wealth Management
Colorado
$16.7K +$18K 2 0% New
1103
RFG
RFP Financial Group
Georgia
$16.3K +$17.3K 2 0.01% New
1104
BIA
Bell Investment Advisors
California
$16.2K +$8.93K 4 0% Increased
1105
BAM
Byrne Asset Management
New Jersey
$16.1K +$17.4K 1 0.01% New
1106
CCA
Column Capital Advisors
Indiana
$15.8K $0 1 0% Maintained
1107
PP
PrairieView Partners
Minnesota
$15K $0 1 0% Maintained
1108
RA
Rise Advisors
New York
$14.9K +$4.79K 2 0.01% Increased
1109
AF
Advisornet Financial
Minnesota
$14.5K +$1.36K 3 0% Increased
1110
SWA
SOA Wealth Advisors
New York
$13.9K +$446 1 0% Increased
1111
LCS
Levin Capital Strategies
New York
$13.6K $0 1 0% Maintained
1112
Geneos Wealth Management
Geneos Wealth Management
Colorado
$13.2K $0 2 0% Maintained
1113
HGERS
Householder Group Estate & Retirement Specialist
Arizona
$13K +$992 2 0.02% Increased
1114
TFGT
TS Financial Group (TSFG)
Illinois
$13K -$1.95K 2 0.01% Reduced
1115
Washington Trust
Washington Trust
Rhode Island
$12.6K $0 1 0% Maintained
1116
BWP
Baldwin Wealth Partners
Massachusetts
$12.5K $0 1 0% Maintained
1117
CCA
Castle Creek Arbitrage
Colorado
$12.4K $0 1 0% Maintained
1118
OIA
Optimum Investment Advisors
Illinois
$12.4K -$1.49K 2 0.01% Reduced
1119
MAWCM
Mine & Arao Wealth Creation & Management
California
$12.3K -$3.99K 1 0.01% Reduced
1120
TC
Truvestments Capital
Florida
$11.6K -$20.5K 1 0.01% Reduced
1121
NSIM
North Star Investment Management
Illinois
$11.5K +$2K 3 0% Increased
1122
AAG
Armstrong Advisory Group
Massachusetts
$11.2K +$11.1K 1 0% New
1123
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$11K +$11.9K 1 0% New
1124
MWC
MBM Wealth Consultants
Missouri
$11K +$10.7K 1 0.01% New
1125
Central Trust Company
Central Trust Company
Missouri
$10.2K -$27.3K 2 0% Reduced