← 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
GA
GoalVest Advisory
New York
$3.1K $0 1 0% Maintained
1177
AA
AlphaMark Advisors
Kentucky
$3K $0 1 0% Maintained
1178
POIA
Pin Oak Investment Advisors
Texas
$3K -$1.49K 1 0% Reduced
1179
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$3K -$24.2K 1 0% Reduced
1180
BA
Bellwether Advisors
Nebraska
$2.79K $0 1 0% Maintained
1181
EWM
Evermay Wealth Management
Virginia
$2.77K $0 1 0% Maintained
1182
DCM
Davidson Capital Management
Texas
$2.42K +$347 1 0% Increased
1183
CWA
Clearview Wealth Advisors
Oregon
$2.34K +$2.33K 3 0% Increased
1184
NL
NVWM LLC
Pennsylvania
$2.31K $0 1 0% Maintained
1185
SC
Stephens Consulting
Michigan
$2.31K $0 1 0% Maintained
1186
IRAG
Investment Research & Advisory Group
Georgia
$2.06K +$2.22K 1 0% New
1187
ADL
Asset Dedication LLC
California
$2K -$1K 1 0% Reduced
1188
CA
Centerpoint Advisors
Massachusetts
$2K +$496 2 0% Increased
1189
CMP
Coston McIsaac & Partners
Maine
$2K $0 1 0% Maintained
1190
IHWM
Iron Horse Wealth Management
Iowa
$2K +$496 2 0% Increased
1191
SC
Steph & Co
Wisconsin
$2K $0 1 0% Maintained
1192
SFG
Steward Financial Group
Texas
$2K +$4.06K 2 0% New
1193
CHA
Carmichael Hill & Associates
Maryland
$1.96K -$5.87K 1 0% Reduced
1194
PFSC
Peoples Financial Services Corp
Pennsylvania
$1.84K $0 1 0% Maintained
1195
FA
Fiduciary Alliance
South Carolina
$1.75K +$1.86K 3 0% New
1196
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.42K +$1.35K 1 0% New
1197
PFG
Piershale Financial Group
Illinois
$1.38K +$1.49K 1 0% New
1198
Gradient Investments
Gradient Investments
Minnesota
$1.36K -$7K 3 0% Reduced
1199
CPG
Cornerstone Planning Group
New Jersey
$1.28K +$1.17K 1 0% New
1200
TWP
TFO Wealth Partners
Ohio
$1.24K +$271 2 0% New