← 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
AFG
American Financial Group
Ohio
$105K $0 1 0.04% Maintained
1127
PFBT
Parkside Financial Bank & Trust
Missouri
$105K -$37.1K 7 0.02% Reduced
1128
WCM
Washburn Capital Management
Florida
$104K +$83.5K 1 0.08% New
1129
FA
FDx Advisors
Illinois
$104K +$101K 1 0.01% New
1130
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$103K $0 1 0.04% Maintained
1131
SB
Strategic Blueprint
Georgia
$103K +$938 1 0.01% Increased
1132
Chevy Chase Trust
Chevy Chase Trust
Maryland
$103K $0 1 0% Maintained
1133
SAF
Smith Anglin Financial
Texas
$102K -$9.94K 1 0.01% Reduced
1134
WE
Wealth Effects
Massachusetts
$102K +$81.9K 1 0.04% New
1135
QWM
Quadcap Wealth Management
Texas
$101K +$80.4K 1 0.03% New
1136
BFS
Burr Financial Services
California
$99.9K +$110K 1 0.08% New
1137
KCM
Kendall Capital Management
Maryland
$99.9K -$38.2K 1 0.04% Reduced
1138
CA
Continuum Advisory
Idaho
$99.7K +$199 1 0.01% Increased
1139
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$99.5K -$26.3K 2 0.01% Reduced
1140
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management
Virginia
$99.5K $0 1 0% Maintained
1141
NWM
Northwest Wealth Management
Iowa
$99.5K $0 1 0.03% Maintained
1142
CFG
Cooper Financial Group
California
$98.7K -$3.1K 1 0.02% Reduced
1143
GWMIA
Global Wealth Management Investment Advisory
Florida
$98.6K -$4.51K 1 0.03% Reduced
1144
NRG
Nemes Rush Group
Michigan
$96.9K -$5.6K 3 0.02% Reduced
1145
MPCG
Matrix Private Capital Group
New York
$96.8K $0 1 0.07% Maintained
1146
PMG
ProVise Management Group
Florida
$96.5K +$11.2K 1 0.01% Increased
1147
Moran Wealth Management
Moran Wealth Management
Florida
$96.4K -$13.1K 1 0% Reduced
1148
AC
ASB Consultores
Florida
$96.2K +$93.4K 1 0.03% New
1149
SHGA
Sand Hill Global Advisors
California
$96.1K $0 1 0% Maintained
1150
SMA
Seven Mile Advisory
New Jersey
$95.2K +$1.16K 1 0.08% Increased