← 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
EL
EMFO LLC
Florida
$9.2K $0 1 0.01% Maintained
1152
GWMI
Guardian Wealth Management (Illinois)
Illinois
$8.63K +$9.8K 1 0.01% New
1153
RTL
Red Tortoise LLC
Georgia
$8.49K $0 2 0.01% Maintained
1154
LF
Lee Financial
Texas
$8.19K -$10.4K 1 0% Reduced
1155
EWM
Endurance Wealth Management
Rhode Island
$8K $0 1 0% Maintained
1156
PPWM
PFG Private Wealth Management
Florida
$7.59K $0 1 0% Maintained
1157
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$7.53K +$2.08K 5 0% Increased
1158
IAS
IMA Advisory Services
Colorado
$7.46K $0 1 0% Maintained
1159
Gradient Investments
Gradient Investments
Minnesota
$7.17K +$5.52K 3 0% Increased
1160
HS
Horan Securities
United States
$6.68K $0 1 0% Maintained
1161
NSIM
North Star Investment Management
Illinois
$6.47K -$6.88K 3 0% Reduced
1162
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.43K +$5.75K 1 0% Increased
1163
Larson Financial Group
Larson Financial Group
Missouri
$6.42K +$2.02K 1 0% Increased
1164
SL
Sentinus LLC
Illinois
$6.11K $0 1 0% Maintained
1165
AFS
Annapolis Financial Services
Maryland
$6.07K +$6.06K 1 0% New
1166
BONH
Bank of New Hampshire
New Hampshire
$6.07K $0 1 0% Maintained
1167
FCB
First Command Bank
Texas
$6.07K $0 1 0% Maintained
1168
FCFS
First Command Financial Services
Texas
$6.07K $0 1 0% Maintained
1169
VWM
Venturi Wealth Management
Texas
$5.94K +$6.68K 1 0% New
1170
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$5.69K -$212 2 0% Reduced
1171
YCM
Yakira Capital Management
Connecticut
$5.68K $0 1 0% Maintained
1172
IRC
Investors Research Corp
Georgia
$5.62K $0 4 0% Maintained
1173
CYG
Clean Yield Group
Vermont
$5.1K $0 1 0% Maintained
1174
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$5.1K -$1.38K 1 0% Reduced
1175
KC
Kenfarb & Co
Kentucky
$5.1K $0 1 0% Maintained