← 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
PFG
Piershale Financial Group
Illinois
$2.5K $0 1 0% Maintained
1177
CWA
Clearview Wealth Advisors
Oregon
$2.47K -$652 2 0% Reduced
1178
M
MOTCO
Texas
$2.35K +$2.31K 1 0% New
1179
CMBA
C.M. Bidwell & Associates
Hawaii
$2.25K $0 1 0% Maintained
1180
WTG
West Tower Group
Virginia
$2.21K +$2.17K 1 0% New
1181
CFO
CVA Family Office
Colorado
$2.16K -$1.86K 1 0% Reduced
1182
AW
Avion Wealth
Texas
$2K +$3.12K 3 0% New
1183
CMP
Coston McIsaac & Partners
Maine
$2K +$33 2 0% Increased
1184
FDCC
Foster Dykema Cabot & Co
Massachusetts
$2K $0 1 0% Maintained
1185
CPG
Cornerstone Planning Group
New Jersey
$1.97K +$1.54K 1 0% New
1186
DI
Disciplined Investments
Oklahoma
$1.93K -$479 2 0% Reduced
1187
GIA
GHP Investment Advisors
Colorado
$1.89K +$27 1 0% Increased
1188
CWM
CarsonAllaria Wealth Management
Illinois
$1.75K +$803 1 0% Increased
1189
CP
Castleview Partners
Texas
$1.67K $0 1 0% Maintained
1190
CB
Community Bank
New York
$1.67K $0 1 0% Maintained
1191
PAI
Pittenger & Anderson Inc
Nebraska
$1.67K +$1.3K 1 0% New
1192
GGI
Godsey & Gibb Inc
Virginia
$1.57K $0 1 0% Maintained
1193
CIA
Cape Investment Advisory
Georgia
$1.48K +$27 2 0% Increased
1194
SHIM
Stone House Investment Management
Pennsylvania
$1.44K +$1.13K 1 0% New
1195
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$1.35K +$1.33K 1 0% New
1196
FA
Fiduciary Alliance
South Carolina
$1.34K +$1.33K 1 0% New
1197
AIC
Archer Investment Corporation
Indiana
$1.08K +$1.06K 1 0% New
1198
DWA
Delos Wealth Advisors
Texas
$1.04K $0 1 0% Maintained
1199
CA
Centerpoint Advisors
Massachusetts
$1K -$978 2 0% Reduced
1200
FRA
Front Row Advisors
California
$1K $0 1 0% Maintained