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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
Empirical Wealth Management
Empirical Wealth Management
Washington
$121K +$118K 1 0% New
1102
ODG
O'Dell Group
Ohio
$120K $0 1 0.03% Maintained
1103
SEM
Suncoast Equity Management
Florida
$119K $0 1 0.02% Maintained
1104
GFPC
Global Financial Private Client
Florida
$119K +$34.4K 2 0.06% Increased
1105
SCA
Snowden Capital Advisors
New York
$119K +$115K 1 0% New
1106
SC
Seldon Capital
California
$118K +$115K 1 0.09% New
1107
PWP
Private Wealth Partners
California
$116K $0 1 0.01% Maintained
1108
BC
Bridgefront Capital
Texas
$116K -$70.9K 1 0.09% Reduced
1109
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$115K +$6.99K 1 0% Increased
1110
RIL
Rothschild Investment LLC
Illinois
$114K -$1.06M 3 0.01% Reduced
1111
Farther Finance Advisors
Farther Finance Advisors
California
$113K +$34.5K 11 0.01% Increased
1112
XWM
Xcel Wealth Management
Florida
$112K $0 1 0.04% Maintained
1113
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$112K +$668 1 0% Increased
1114
Procyon Advisors
Procyon Advisors
Connecticut
$112K -$6.2K 1 0.01% Reduced
1115
KFP
KMG Fiduciary Partners
Ohio
$110K +$88.2K 1 0.01% New
1116
TPWA
Twin Peaks Wealth Advisors
California
$109K +$87.4K 1 0.07% New
1117
Metis Global Partners
Metis Global Partners
California
$109K $0 1 0% Maintained
1118
MM
MQS Management
New York
$109K +$78.3K 1 0.06% New
1119
SGCA
Steel Grove Capital Advisors
Tennessee
$108K $0 1 0.01% Maintained
1120
JCM
Jacobi Capital Management
Pennsylvania
$108K $0 1 0.01% Maintained
1121
Evercore Wealth Management
Evercore Wealth Management
New York
$108K $0 1 0% Maintained
1122
BAM
Blueshift Asset Management
New Jersey
$108K -$726K 1 0.06% Reduced
1123
MHR
Matthew Hamilton Rosenberg
$108K $0 3 0.03% Maintained
1124
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$107K +$84.9K 1 0% New
1125
SCM
Steele Capital Management
Iowa
$107K +$85.4K 1 0.01% New