← 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
AFWM
Abich Financial Wealth Management
Virginia
$120K +$109K 2 0.08% Increased
1177
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$120K -$179K 1 0% Reduced
1178
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$116K +$27.4K 1 0% Increased
1179
AFG
American Financial Group
Ohio
$115K $0 1 0.05% Maintained
1180
MPCG
Matrix Private Capital Group
New York
$114K $0 1 0.07% Maintained
1181
TFA
Transamerica Financial Advisors
Florida
$113K $0 1 0.01% Maintained
1182
FWP
FAS Wealth Partners
Kansas
$111K $0 1 0.01% Maintained
1183
CoreCap Advisors
CoreCap Advisors
Michigan
$111K -$53.5K 4 0.01% Reduced
1184
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions
Missouri
$110K -$6.88K 1 0% Reduced
1185
TC
TradeLink Capital
Illinois
$110K +$3.77K 1 0.32% Increased
1186
AFG
Albion Financial Group
Utah
$109K $0 1 0.01% Maintained
1187
RWA
Redhawk Wealth Advisors
Minnesota
$107K +$106 1 0.02% Increased
1188
SSG
Summit Securities Group
New York
$107K +$106K 2 0.02% New
1189
RCM
Riverwood Capital Management
California
$106K $0 1 0.24% Maintained
1190
GSIAS
Garden State Investment Advisory Services
New Jersey
$106K +$353 1 0.04% Increased
1191
BCM
Barometer Capital Management
Ontario, Canada
$106K +$170K 1 0.04% New
1192
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$105K +$112K 1 0% New
1193
VCM
Vivaldi Capital Management
Illinois
$104K $0 1 0.03% Maintained
1194
TWP
Tempus Wealth Planning
California
$104K +$111K 1 0.04% New
1195
FCT
First Community Trust
Iowa
$104K +$52.4K 2 0.09% Increased
1196
CNWM
Clay Northam Wealth Management
California
$101K +$27.2K 1 0.08% Increased
1197
T
TrueFG
Texas
$101K +$10.6K 1 0.04% Increased
1198
MFG
MidWestOne Financial Group
Iowa
$99.8K +$888 1 0.02% Increased
1199
FW
FullCircle Wealth
Texas
$99.6K +$99K 1 0.05% New
1200
KCPG
Kavar Capital Partners Group
Kansas
$99.2K +$106K 1 0.02% New