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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
1176
VWM
Venturi Wealth Management
Texas
$667K -$120K 2 0.03% Reduced
1177
NMO
Newlands Management Operations
Texas
$663K +$628K 1 0% New
1178
VCA
Verdence Capital Advisors
Maryland
$663K -$23.7K 2 0.03% Reduced
1179
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$662K +$258K 2 0% Increased
1180
C
Certuity
Florida
$661K +$126K 2 0.03% Increased
1181
NVIM
New Vernon Investment Management
Illinois
$659K $0 1 0.81% Maintained
1182
Smartleaf Asset Management
Smartleaf Asset Management
Massachusetts
$656K $0 13 0.02% Maintained
1183
Centiva Capital
Centiva Capital
New York
$654K -$4.43M 3 0.01% Reduced
1184
WC
Wexford Capital
Florida
$654K +$496K 1 0.08% Increased
1185
AOWM
Asset One Wealth Management
Washington
$653K +$354K 2 0.07% Increased
1186
IA
Inspire Advisors
Idaho
$652K -$572K 2 0.05% Reduced
1187
SM
Sciencast Management
New Jersey
$646K -$4.73M 1 0.13% Reduced
1188
I
InceptionR
California
$646K -$45.5K 1 0.16% Reduced
1189
HS
HighVista Strategies
Massachusetts
$641K -$21.6K 1 0.15% Reduced
1190
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$639K -$71.5K 1 0.01% Reduced
1191
IC
Inscription Capital
Texas
$638K +$31.1K 2 0.06% Increased
1192
NF
Nikulski Financial
Iowa
$638K -$7.88K 1 0.14% Reduced
1193
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$636K +$54.3K 1 0.02% Increased
1194
Commerce Bank
Commerce Bank
Missouri
$635K -$106K 2 0% Reduced
1195
AWM
Angeles Wealth Management
California
$630K +$635K 1 0.03% New
1196
Wedbush Securities
Wedbush Securities
California
$629K +$191K 3 0.02% Increased
1197
Procyon Advisors
Procyon Advisors
Connecticut
$627K +$162K 2 0.03% Increased
1198
RPCONE
Retirement Planning Company of New England
Rhode Island
$626K -$28.5K 1 0.23% Reduced
1199
WC
Waterloo Capital
Texas
$619K +$90 1 0.03% Increased
1200
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$617K +$333K 2 0.01% Increased