← 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
DI
Disciplined Investments
Oklahoma
$3K +$651 3 0% Increased
1177
EWM
Evermay Wealth Management
Virginia
$3K $0 1 0% Maintained
1178
IHWM
Iron Horse Wealth Management
Iowa
$3K +$27 2 0% Increased
1179
LF
Lee Financial
Texas
$3K +$3.04K 1 0% Increased
1180
MHR
Matthew Hamilton Rosenberg
$3K +$4.05K 1 0% New
1181
Montag & Associates
Montag & Associates
Georgia
$3K $0 1 0% Maintained
1182
PB
Pinnacle Bancorp
Nebraska
$3K $0 1 0% Maintained
1183
SC
Steph & Co
Wisconsin
$3K $0 1 0% Maintained
1184
SFG
Steward Financial Group
Texas
$3K +$4.88K 3 0% New
1185
TCCM
Timber Creek Capital Management
Massachusetts
$3K $0 1 0% Maintained
1186
TIM
Tortoise Investment Management
New York
$3K $0 1 0% Maintained
1187
UIA
Ulland Investment Advisors
Minnesota
$3K $0 1 0% Maintained
1188
SC
Stephens Consulting
Michigan
$2.63K $0 1 0% Maintained
1189
ADL
Asset Dedication LLC
California
$2K $0 1 0% Maintained
1190
BMD
Better Money Decisions
New Mexico
$2K +$1.35K 2 0% New
1191
CWM
Curi Wealth Management
North Carolina
$2K +$2K 1 0% New
1192
DCM
Davidson Capital Management
Texas
$2K +$622 1 0% Increased
1193
EIP
Ellis Investment Partners
Pennsylvania
$2K $0 2 0% Maintained
1194
EL
EMFO LLC
Florida
$2K +$2.28K 1 0% New
1195
JFA
JNBA Financial Advisors
Minnesota
$2K $0 1 0% Maintained
1196
PFSC
Peoples Financial Services Corp
Pennsylvania
$2K $0 1 0% Maintained
1197
PSB
Piscataqua Savings Bank
New Hampshire
$2K $0 1 0% Maintained
1198
STCOSD
Sageworth Trust Company of South Dakota
South Dakota
$2K -$6.23K 3 0% Reduced
1199
TJHA
Thomas J. Herzfeld Advisors
Florida
$2K -$145K 1 0% Reduced
1200
TFA
Toth Financial Advisory
Virginia
$2K $0 1 0% Maintained