← 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
PCM
Palouse Capital Management
Washington
$156K -$2.89K 1 0.1% Reduced
1177
BCM
Barometer Capital Management
Ontario, Canada
$156K $0 1 0.04% Maintained
1178
MSFP
Mark Sheptoff Financial Planning
Connecticut
$154K +$125K 3 0.08% Increased
1179
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$154K -$101K 1 0.01% Reduced
1180
NAS
NWF Advisory Services
California
$153K $0 1 0.02% Maintained
1181
SFO
Stokes Family Office
Louisiana
$150K $0 1 0.02% Maintained
1182
VCP
Verus Capital Partners
Arizona
$149K +$138K 1 0.01% New
1183
MCM
Mainstay Capital Management
Michigan
$149K $0 1 0.02% Maintained
1184
Woodline Partners
Woodline Partners
California
$148K +$146K 1 0% New
1185
Merit Financial Group
Merit Financial Group
Georgia
$148K -$193K 1 0% Reduced
1186
PCM
Pointe Capital Management
Michigan
$145K $0 1 0.08% Maintained
1187
WAP
Wealthcare Advisory Partners
Pennsylvania
$145K -$83.1K 1 0% Reduced
1188
&Partners
&Partners
Tennessee
$143K +$132K 1 0% New
1189
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$141K +$139K 1 0% New
1190
JWM
Jessup Wealth Management
Ohio
$140K $0 1 0.06% Maintained
1191
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$139K +$1.64K 1 0.01% Increased
1192
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions
Missouri
$139K +$7.02K 1 0% Increased
1193
CFGS
Concourse Financial Group Securities
Alabama
$138K +$42.8K 3 0.01% Increased
1194
CT
Chicago Trust
Illinois
$137K +$135K 1 0.02% New
1195
AE Wealth Management
AE Wealth Management
Kansas
$137K -$15.7K 1 0% Reduced
1196
HWMC
Heritage Wealth Management (California)
California
$137K +$135K 1 0.1% New
1197
AAM
Aureus Asset Management
Massachusetts
$137K -$7.92K 1 0.01% Reduced
1198
SFP
Sweet Financial Partners
Minnesota
$137K +$135K 1 0.03% New
1199
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$137K +$135K 1 0% New
1200
B
Bensler
Washington
$135K -$11.2K 1 0.02% Reduced