← 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
GWMI
Guardian Wealth Management (Illinois)
Illinois
$10.5K +$995 1 0.01% Increased
1152
PPWM
PFG Private Wealth Management
Florida
$9.99K +$11K 1 0.01% New
1153
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$9.84K -$169K 5 0% Reduced
1154
NSIM
North Star Investment Management
Illinois
$9.64K $0 3 0% Maintained
1155
OA
Operose Advisors
Wisconsin
$9.16K +$10.2K 1 0% New
1156
SAI
Systematic Alpha Investments
New Jersey
$9.1K $0 1 0% Maintained
1157
IAS
IMA Advisory Services
Colorado
$8.88K $0 1 0% Maintained
1158
CHC
City Holding Co
West Virginia
$8.58K -$11.8K 1 0% Reduced
1159
Larson Financial Group
Larson Financial Group
Missouri
$8.45K $0 1 0% Maintained
1160
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.39K $0 1 0% Maintained
1161
VWM
Venturi Wealth Management
Texas
$8.3K -$1.41K 2 0% Reduced
1162
SIC
SJS Investment Consulting
Ohio
$8.29K +$4.85K 4 0% Increased
1163
SFG
Steward Financial Group
Texas
$8K +$9.27K 2 0% New
1164
AFS
Annapolis Financial Services
Maryland
$7.99K $0 1 0% Maintained
1165
BONH
Bank of New Hampshire
New Hampshire
$7.99K $0 1 0% Maintained
1166
VAG
VisionPoint Advisory Group
Texas
$7.99K +$8.79K 1 0% New
1167
RG
Retirement Group
California
$7.95K +$1.76K 1 0% Increased
1168
FCA
FinTrust Capital Advisors
South Carolina
$7.71K -$209 1 0% Reduced
1169
BWM
Baystate Wealth Management
Massachusetts
$7.44K -$7.55K 1 0% Reduced
1170
TFG
Team Financial Group
California
$6.24K +$6.46K 1 0.01% New
1171
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$6K +$185 1 0% Increased
1172
SS
Sunbelt Securities
Texas
$5.99K +$6.59K 1 0% New
1173
CAS
Coppell Advisory Solutions
Texas
$5.73K -$102K 1 0% Reduced
1174
KC
Kenfarb & Co
Kentucky
$5.34K $0 1 0% Maintained
1175
CYG
Clean Yield Group
Vermont
$5.08K $0 1 0% Maintained