← 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
1201
AAM
AR Asset Management
California
$614K +$582K 1 0.11% New
1202
WP
Westmount Partners
California
$614K -$16.9K 2 0.13% Reduced
1203
ACM
Accent Capital Management
Ohio
$609K +$523K 3 0.26% Increased
1204
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$607K +$233K 1 0.01% Increased
1205
MGO One Seven
MGO One Seven
Ohio
$607K +$16K 2 0.01% Increased
1206
ATC
Argent Trust Co
Tennessee
$605K -$14.4K 1 0.02% Reduced
1207
PCS
Personal CFO Solutions
New Jersey
$603K -$25.9K 1 0.09% Reduced
1208
KWM
Keebeck Wealth Management
Illinois
$602K -$29.2K 1 0.06% Reduced
1209
CA
COFG Advisors
Illinois
$602K -$28.2K 1 0.1% Reduced
1210
DAM
Deltec Asset Management
New York
$601K +$607K 1 0.09% New
1211
WP
Wealthspan Partners
Iowa
$598K +$65.7K 1 0.19% Increased
1212
OpenArc Corporate Advisory
OpenArc Corporate Advisory
Georgia
$597K +$16.5K 2 0.01% Increased
1213
IFWM
Institute for Wealth Management
Colorado
$594K +$590K 5 0.05% New
1214
JCM
J2 Capital Management
Michigan
$594K +$11.5K 1 0.4% Increased
1215
S
Storgate
Texas
$593K +$398K 1 0.12% Increased
1216
PFM
Privium Fund Management
Netherlands
$588K +$593K 1 0.11% New
1217
Krane Funds Advisors
Krane Funds Advisors
New York
$587K +$282K 1 0.02% Increased
1218
Whittier Trust
Whittier Trust
California
$586K -$16.4K 3 0.01% Reduced
1219
Kingswood Wealth Advisors
Kingswood Wealth Advisors
California
$584K +$96.1K 2 0.02% Increased
1220
Americana Partners
Americana Partners
Texas
$584K +$136K 2 0.01% Increased
1221
SI
Stirlingshire Investments
New York
$583K +$407K 1 0.43% New
1222
Koshinski Asset Management
Koshinski Asset Management
Illinois
$581K -$269K 1 0.03% Reduced
1223
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$577K -$1.51M 2 0.01% Reduced
1224
HCPC
Hamilton Capital Partners (Canada)
$575K -$964K 2 0.02% Reduced
1225
MIC
Meridian Investment Counsel
California
$572K -$21.7K 1 0.12% Reduced