← 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
1151
Credit Agricole
Credit Agricole
France
$35K +$19.6K 2 0% Increased
1152
TFP
Tilia Fiduciary Partners
North Carolina
$30K +$31.1K 1 0.02% New
1153
HIA
Harbor Investment Advisory
Maryland
$29K $0 1 0% Maintained
1154
RCM
Raleigh Capital Management
North Carolina
$29K +$29.7K 1 0.03% New
1155
Chilton Capital Management
Chilton Capital Management
Texas
$27K +$26.6K 2 0% New
1156
IFAM
Institutional & Family Asset Management
Colorado
$27K -$59.7K 1 0% Reduced
1157
HR
Howe & Rusling
New York
$26K +$4.89K 3 0% Increased
1158
SWA
SOA Wealth Advisors
New York
$23K -$8.26K 1 0.01% Reduced
1159
EWM
Evermay Wealth Management
Virginia
$22K +$25.2K 1 0% New
1160
FCB
First Command Bank
Texas
$22K $0 1 0% Maintained
1161
PP
PrairieView Partners
Minnesota
$22K $0 1 0% Maintained
1162
FWA
FSC Wealth Advisors
New York
$21K +$23.9K 1 0.01% New
1163
MHR
Matthew Hamilton Rosenberg
$21K $0 1 0.01% Maintained
1164
NCA
New Century Advisors
Maryland
$21K +$21.3K 1 0.02% New
1165
NC
NewSquare Capital
Pennsylvania
$21K $0 1 0% Maintained
1166
NSIM
North Star Investment Management
Illinois
$21K +$9.18K 3 0% Increased
1167
WIM
Westside Investment Management
California
$20K $0 2 0.05% Maintained
1168
FCFS
First Command Financial Services
Texas
$20K $0 1 0% Maintained
1169
STCOSD
Sageworth Trust Company of South Dakota
South Dakota
$20K +$21.1K 3 0.03% New
1170
MUFG Americas
MUFG Americas
New York
$19K -$1.49K 1 0% Reduced
1171
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$18K +$23K 2 0% New
1172
IRC
Investors Research Corp
Georgia
$17K $0 3 0.01% Maintained
1173
FPS
Fieldpoint Private Securities
Connecticut
$16K +$3.13K 4 0% Increased
1174
ST
Sphinx Trading
Illinois
$16K -$546K 1 0.02% Reduced
1175
SC
Stephens Consulting
Michigan
$15.8K +$18.4K 1 0.01% New