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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
1126
EW
Evoke Wealth
California
$56K +$760 2 0% Increased
1127
AF
Advisornet Financial
Minnesota
$55K +$27K 2 0% Increased
1128
FFWM
Future Financial Wealth Management
Ohio
$55K +$64.4K 1 0.04% New
1129
MAWCM
Mine & Arao Wealth Creation & Management
California
$55K -$649 2 0.03% Reduced
1130
TC
Truvestments Capital
Florida
$55K +$248 3 0.03% Increased
1131
FCT
First Community Trust
Iowa
$53.7K +$53.8K 1 0.04% New
1132
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$53K +$1.67K 7 0.01% Increased
1133
CWP
Concord Wealth Partners
Virginia
$52K +$44.9K 3 0.01% Increased
1134
MTIC
Missouri Trust & Investment Company
Missouri
$52K +$54.5K 1 0.03% New
1135
AIP
Ahrens Investment Partners
Louisiana
$48K +$51.2K 2 0.02% New
1136
C
Covestor
United Kingdom
$48K +$50.3K 8 0.07% New
1137
MFS
Mirabella Financial Services
United Kingdom
$48K +$61.6K 1 0% New
1138
Altshuler Shaham
Altshuler Shaham
Israel
$44K +$44.1K 1 0% New
1139
CC
Commons Capital
Massachusetts
$42K +$43K 1 0.04% New
1140
Cowen and Company
Cowen and Company
New York
$40K +$51.1K 1 0% New
1141
EWM
Edge Wealth Management
New York
$40K -$36.7K 2 0.01% Reduced
1142
Hantz Financial Services
Hantz Financial Services
Michigan
$40K +$27.5K 1 0% Increased
1143
YCM
Yakira Capital Management
Connecticut
$40K $0 1 0.01% Maintained
1144
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$39K -$76.1K 1 0% Reduced
1145
Avior Wealth Management
Avior Wealth Management
Nebraska
$37K $0 2 0% Maintained
1146
OIA
Optimum Investment Advisors
Illinois
$37K +$6.97K 2 0.01% Increased
1147
TF
TimeScale Financial
Massachusetts
$37K +$19.1K 1 0.01% Increased
1148
BWP
Baldwin Wealth Partners
Massachusetts
$36K +$13.8K 1 0% Increased
1149
CCA
Column Capital Advisors
Indiana
$36K $0 1 0.01% Maintained
1150
AWA
Amplius Wealth Advisors
Pennsylvania
$35K +$42K 2 0% New