← 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	HR Howe & Rusling Rochester, New York	$10K	+$1.83K	3	0%	Increased
1127	LOIM Liberty One Investment Management Libertyville, Illinois	$10K	-$928K	1	0%	Reduced
1128	NSIM North Star Investment Management Chicago, Illinois	$10K	+$498	3	0%	Increased
1129	SL Sentinus LLC Oak Brook, Illinois	$10K	+$16.4K	1	0.01%	New
1130	BIA Bell Investment Advisors Oakland, California	$9K	+$2.48K	5	0%	Increased
1131	CFO CVA Family Office Denver, Colorado	$9K	+$11.1K	1	0%	New
1132	EL EMFO LLC Weston, Florida	$9K	+$6.81K	1	0.01%	Increased
1133	YCM Yakira Capital Management Westport, Connecticut	$9K	$0	1	0%	Maintained
1134	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$8K	$0	1	0%	Maintained
1135	Gradient Investments Arden Hills, Minnesota	$8K	-$14.3K	4	0%	Reduced
1136	IAS IMA Advisory Services Denver, Colorado	$8K	$0	1	0%	Maintained
1137	IRC Investors Research Corp Atlanta, Georgia	$8K	$0	4	0%	Maintained
1138	MHR Matthew Hamilton Rosenberg	$8K	+$6.33K	1	0%	Increased
1139	SFM Systematic Financial Management Teaneck, New Jersey	$8K	$0	1	0%	Maintained
1140	BWM Baystate Wealth Management Boston, Massachusetts	$7K	+$66	1	0%	Increased
1141	ATC Adirondack Trust Company Saratoga Springs, New York	$6K	$0	1	0%	Maintained
1142	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$6K	-$1.01K	2	0%	Reduced
1143	CT Cambridge Trust Cambridge, Massachusetts	$6K	+$1.06K	2	0%	Increased
1144	CYG Clean Yield Group Norwich, Vermont	$6K	+$6.64K	1	0%	New
1145	KC Kenfarb & Co Ashland, Kentucky	$6K	+$6.64K	1	0.01%	New
1146	KFI Key Financial Inc West Chester, Pennsylvania	$6K	$0	2	0%	Maintained
1147	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$6K	$0	2	0%	Maintained
1148	PPWM PFG Private Wealth Management Lutz, Florida	$6K	+$7.91K	1	0%	New
1149	PWMG Prestige Wealth Management Group Flemington, New Jersey	$6K	+$2K	3	0%	Increased
1150	SSG Summit Securities Group New York	$6K	$0	1	0%	Maintained