← 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
1126
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$21K -$7.2M 1 0% Reduced
1127
OCM
Ovata Capital Management
Hong Kong
$21K +$22.5K 2 0.01% New
1128
PMFA
Plante Moran Financial Advisors
Michigan
$21K -$36.9K 1 0% Reduced
1129
FCB
First Command Bank
Texas
$19K $0 1 0% Maintained
1130
FCFS
First Command Financial Services
Texas
$19K $0 1 0% Maintained
1131
PP
PrairieView Partners
Minnesota
$19K $0 1 0% Maintained
1132
T
TCWP
Ohio
$19K +$22.4K 2 0% New
1133
EC
Elequin Capital
New York
$18K +$21.7K 1 0% New
1134
FPS
Fieldpoint Private Securities
Connecticut
$18K +$5.51K 3 0% Increased
1135
RTC
Riverview Trust Company
Washington
$18K +$19.7K 1 0.01% New
1136
FP
Financial Perspectives
Minnesota
$17.2K +$17.8K 1 0.01% New
1137
NSIM
North Star Investment Management
Illinois
$17K $0 3 0% Maintained
1138
PAG
Paladin Advisory Group
Iowa
$17K +$18.9K 1 0.01% New
1139
WIM
Westside Investment Management
California
$17K -$3 1 0.04% Reduced
1140
BWA
BDO Wealth Advisors
Florida
$16K +$11.5K 2 0% Increased
1141
CHC
City Holding Co
West Virginia
$16K $0 1 0% Maintained
1142
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$16K -$124K 1 0% Reduced
1143
MIM
Macroview Investment Management
Maryland
$15K +$16K 1 0.02% New
1144
MCM
Manchester Capital Management
Vermont
$15K +$8.83K 1 0% Increased
1145
NC
NewSquare Capital
Pennsylvania
$14K +$2.3K 1 0% Increased
1146
EWM
Endurance Wealth Management
Rhode Island
$13K $0 1 0% Maintained
1147
HR
Howe & Rusling
New York
$13K -$10.5K 4 0% Reduced
1148
SFM
Systematic Financial Management
New Jersey
$13K $0 1 0% Maintained
1149
Covington Capital Management
Covington Capital Management
California
$12K +$9.19K 2 0% Increased
1150
FWA
FSC Wealth Advisors
New York
$12K $0 1 0.01% Maintained