← 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
1176
City Holding Co
City Holding Co
West Virginia
$15K +$16K 1 0% New
1177
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$15K $0 1 0% Maintained
1178
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$15K -$41.4K 1 0% Reduced
1179
Reilly Financial Advisors
Reilly Financial Advisors
California
$15K +$2.96K 2 0% Increased
1180
SCA
Sandy Cove Advisors
Massachusetts
$15K +$18.5K 2 0.01% New
1181
POIA
Pin Oak Investment Advisors
Texas
$14K +$7.34K 1 0.01% Increased
1182
Sageworth Trust
Sageworth Trust
Pennsylvania
$14K -$21.7K 3 0% Reduced
1183
SFM
Systematic Financial Management
New Jersey
$14K +$7.92K 1 0% Increased
1184
CP
Corbenic Partners
Pennsylvania
$13K +$4.59K 1 0% Increased
1185
Manchester Capital Management
Manchester Capital Management
Vermont
$13K +$15.2K 1 0% New
1186
MV Capital Management
MV Capital Management
Maryland
$13K $0 1 0% Maintained
1187
Providence Capital Advisors
Providence Capital Advisors
North Carolina
$13K +$13.8K 1 0% New
1188
Zions Bancorporation
Zions Bancorporation
Utah
$13K $0 2 0% Maintained
1189
Baystate Wealth Management
Baystate Wealth Management
Massachusetts
$12K +$50 1 0% Increased
1190
Cambridge Trust
Cambridge Trust
Massachusetts
$12K +$12.8K 2 0% New
1191
Larson Financial Group
Larson Financial Group
Missouri
$12K +$5.41K 1 0% Increased
1192
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$12K +$5.02K 3 0% Increased
1193
Tarbox Family Office
Tarbox Family Office
California
$11K $0 3 0% Maintained
1194
CHA
Carmichael Hill & Associates
Maryland
$10K $0 1 0% Maintained
1195
CFN
Cordasco Financial Network
Florida
$10K -$16K 1 0.01% Reduced
1196
IMA Advisory Services
IMA Advisory Services
Colorado
$10K $0 1 0% Maintained
1197
Kistler-Tiffany Companies
Kistler-Tiffany Companies
Pennsylvania
$10K -$18.4K 2 0% Reduced
1198
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K $0 2 0% Maintained
1199
SC
Solstein Capital
California
$10K $0 1 0.01% Maintained
1200
Bell Investment Advisors
Bell Investment Advisors
California
$9K -$4.84K 6 0% Reduced