← 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	CFA Cahill Financial Advisors Edina, Minnesota	$212K	-$30K	1	0.03%	Reduced
1127	BL BFSG LLC Irvine, California	$211K	+$23.2K	2	0.02%	Increased
1128	KPF K2 Principal Fund Toronto, Ontario, Canada	$211K	+$193K	1	0.03%	New
1129	GLA Good Life Advisors Reading, Pennsylvania	$211K	-$15.9K	1	0.01%	Reduced
1130	Geneos Wealth Management Englewood, Colorado	$210K	+$120K	4	0.01%	Increased
1131	KIC Kensington Investment Counsel Long Beach, California	$210K	+$22.2K	1	0.09%	Increased
1132	MCM Morton Capital Management Calabasas, California	$210K	$0	1	0.04%	Maintained
1133	Sowell Financial Services North Little Rock, Arkansas	$210K	+$207K	1	0.01%	New
1134	AIM Anchor Investment Management Columbia, South Carolina	$209K	-$19.8K	3	0.02%	Reduced
1135	Sequoia Financial Advisors Akron, Ohio	$209K	-$45.2K	2	0%	Reduced
1136	SWM SeaCrest Wealth Management Purchase, New York	$208K	$0	1	0.02%	Maintained
1137	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$206K	+$134K	1	0.05%	New
1138	Allworth Financial Folsom, California	$204K	+$61.8K	7	0%	Increased
1139	Farther Finance Advisors San Francisco, California	$201K	+$9.65K	11	0.01%	Increased
1140	CLA Carnegie Lake Advisors Princeton, New Jersey	$201K	+$186K	1	0.08%	New
1141	VP Verum Partners Charlotte, North Carolina	$200K	+$1.28K	1	0.06%	Increased
1142	LC Lindbrook Capital Calabasas, California	$198K	+$24.4K	7	0.02%	Increased
1143	Evercore Wealth Management New York	$197K	-$78.9K	1	0%	Reduced
1144	AC Aristides Capital Louisville, Kentucky	$196K	$0	1	0.06%	Maintained
1145	OFS OneAscent Financial Services Birmingham, Alabama	$195K	-$135K	1	0.14%	Reduced
1146	SC Seldon Capital San Francisco, California	$194K	$0	1	0.11%	Maintained
1147	PA Probity Advisors Dallas, Texas	$193K	+$2.22K	1	0.04%	Increased
1148	Kovitz Investment Group Partners Chicago, Illinois	$190K	+$109K	2	0%	Increased
1149	PWP Private Wealth Partners Mill Valley, California	$190K	$0	1	0.02%	Maintained
1150	LCWP Legacy Capital Wealth Partners Little Rock, Arkansas	$187K	+$184K	1	0.04%	New