← 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
Element Capital Management
Element Capital Management
New York
$170K +$154K 1 0.01% New
1127
MCM
Morton Capital Management
California
$170K $0 1 0.04% Maintained
1128
KC
Kinloch Capital
Virginia
$170K $0 1 0.09% Maintained
1129
RCM
Requisite Capital Management
Texas
$169K $0 1 0.04% Maintained
1130
Metis Global Partners
Metis Global Partners
California
$168K -$219K 1 0.01% Reduced
1131
HIM
Harbour Investment Management
Washington
$161K -$10.4K 1 0.07% Reduced
1132
PA
Probity Advisors
Texas
$160K +$31.9K 1 0.03% Increased
1133
RWMG
Redwood Wealth Management Group
New Jersey
$160K +$166K 4 0.12% New
1134
CFS
Coordinated Financial Services
Colorado
$158K $0 1 0.14% Maintained
1135
SWS
SYSTM Wealth Solutions
Illinois
$158K -$399K 4 0.04% Reduced
1136
KIC
Kensington Investment Counsel
California
$157K +$95.3K 1 0.07% Increased
1137
CSB
City State Bank
Iowa
$156K -$7.89K 2 0.06% Reduced
1138
MF
Manchester Financial
California
$155K -$1.71K 1 0.04% Reduced
1139
HB Wealth Management
HB Wealth Management
Georgia
$154K -$255K 2 0% Reduced
1140
PD
Point72 (DIFC)
United Arab Emirates
$153K -$10.8M 2 0.01% Reduced
1141
RWM
Refined Wealth Management
Utah
$152K +$162K 1 0.12% New
1142
OWA
Opal Wealth Advisors
New York
$150K +$138K 5 0.05% New
1143
Rakuten Investment Management
Rakuten Investment Management
Japan
$149K +$55.2K 1 0% Increased
1144
AC
ASB Consultores
Florida
$149K $0 1 0.05% Maintained
1145
AGC
Aspen Grove Capital
Colorado
$148K -$89.6K 1 0.03% Reduced
1146
ICP
Interchange Capital Partners
Pennsylvania
$148K +$8.85K 1 0.05% Increased
1147
HIA
Harbor Investment Advisory
Maryland
$147K -$2.11K 1 0.02% Reduced
1148
TWM
Trueblood Wealth Management
Ohio
$146K $0 1 0.08% Maintained
1149
SI
Stonekeep Investments
New Mexico
$146K +$132K 1 0.12% New
1150
VSQM
V-Square Quantitative Management
Illinois
$145K +$273 1 0.02% Increased