← 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
GIA
GHP Investment Advisors
Colorado
$1K $0 1 0% Maintained
1202
GGI
Godsey & Gibb Inc
Virginia
$1K +$1.11K 1 0% New
1203
HWA
HHM Wealth Advisors
Tennessee
$1K -$12K 1 0% Reduced
1204
PLU
Performa Ltd (US)
South Carolina
$1K -$4.43K 1 0% Reduced
1205
SC
Sierra Capital
Florida
$1K $0 1 0% Maintained
1206
TFS
TrustCore Financial Services
Tennessee
$1K $0 2 0% Maintained
1207
GFPC
Global Financial Private Client
Florida
$672 $0 1 0% Maintained
1208
PP
PFS Partners
New Jersey
$603 $0 1 0% Maintained
1209
FFA
Fairfield Financial Advisors
Massachusetts
$488 $0 1 0% Maintained
1210
TAM
Tucker Asset Management
Colorado
$429 -$377 1 0% Reduced
1211
WPA
West Paces Advisors
Georgia
$220 -$475 1 0% Reduced
1212
APG
Abacus Planning Group
South Carolina
$0 -$252K 0 – Closed
1213
AW
ACG Wealth
Georgia
$0 -$96K 0 – Closed
1214
AACP
Advantage Alpha Capital Partners
California
$0 -$365K 0 – Closed
1215
Advent Capital Management
Advent Capital Management
New York
$0 -$791K 0 – Closed
1216
ARC
Advisor Resource Council
Texas
$0 -$748K 0 – Closed
1217
AIP
Ahrens Investment Partners
Louisiana
$0 -$22K 0 – Closed
1218
AU
Algebris (UK)
United Kingdom
$0 -$5.22M 0 – Closed
1219
Allstate Corporation
Allstate Corporation
Illinois
$0 -$573K 0 – Closed
1220
AFWM
AMJ Financial Wealth Management
Virginia
$0 -$190K 0 – Closed
1221
Apollo Management Holdings
Apollo Management Holdings
New York
$0 -$189K 0 – Closed
1222
AIM
Aquila Investment Management
New York
$0 -$570K 0 – Closed
1223
ALAM
Asahi Life Asset Management
Japan
$0 -$137K 0 – Closed
1224
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$0 -$12.9M 0 – Closed
1225
AFP
Ausdal Financial Partners
Iowa
$0 -$223K 0 – Closed