← 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
$12K $0 1 0% Maintained
1127
MCM
Manchester Capital Management
Vermont
$12K +$4.89K 1 0% Increased
1128
RTC
Riverview Trust Company
Washington
$12K -$2.84K 1 0.01% Reduced
1129
SWM
Selective Wealth Management
Virginia
$12K +$15.2K 1 0% New
1130
SouthState Corp
SouthState Corp
Florida
$12K +$13.2K 2 0% Increased
1131
TFGT
TS Financial Group (TSFG)
Illinois
$11K +$5.89K 2 0% Increased
1132
BIA
Bell Investment Advisors
California
$10K +$12.6K 6 0% New
1133
CWM
Castle Wealth Management
Florida
$10K +$14.6K 2 0.01% New
1134
CWP
Concord Wealth Partners
Virginia
$10K -$11.7K 1 0% Reduced
1135
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$10K -$55.9K 1 0% Reduced
1136
EWM
Endurance Wealth Management
Rhode Island
$10K $0 1 0% Maintained
1137
SFM
Systematic Financial Management
New Jersey
$10K $0 1 0% Maintained
1138
BWM
Baystate Wealth Management
Massachusetts
$9K +$80 1 0% Increased
1139
EC
Elequin Capital
New York
$9K -$635 1 0% Reduced
1140
HR
Howe & Rusling
New York
$9K -$2.31K 3 0% Reduced
1141
IRC
Investors Research Corp
Georgia
$9K +$101 4 0% Increased
1142
MCM
MV Capital Management
Maryland
$9K $0 1 0% Maintained
1143
HWMA
Heritage Wealth Management (Arizona)
Arizona
$8.45K $0 1 0% Maintained
1144
CHA
Carmichael Hill & Associates
Maryland
$8K $0 1 0% Maintained
1145
IAS
IMA Advisory Services
Colorado
$8K $0 1 0% Maintained
1146
KFI
Key Financial Inc
Pennsylvania
$8K $0 2 0% Maintained
1147
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$7K $0 2 0% Maintained
1148
CFN
Cordasco Financial Network
Florida
$7K +$80 1 0.01% Increased
1149
KTC
Kistler-Tiffany Companies
Pennsylvania
$7K $0 2 0% Maintained
1150
SSG
Summit Securities Group
New York
$7K -$13K 1 0% Reduced