← 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
DCM
DGS Capital Management
New Jersey
$388K +$148K 2 0.08% Increased
1202
M1FG
Mach-1 Financial Group
Arkansas
$385K -$89.6K 1 0.11% Reduced
1203
QIM
Quantitative Investment Management
Virginia
$384K -$3.03M 2 0.05% Reduced
1204
MAS
Meeder Advisory Services
Ohio
$381K +$11.2K 1 0.02% Increased
1205
FC
Fore Capital
New York
$380K +$362K 1 0.14% New
1206
CFP
Comprehensive Financial Planning
Pennsylvania
$378K +$211K 2 0.3% Increased
1207
Principal Securities
Principal Securities
Iowa
$377K +$126K 10 0.01% Increased
1208
Simplicity Wealth
Simplicity Wealth
New Jersey
$377K -$2.75M 1 0.02% Reduced
1209
Pine Valley Investments
Pine Valley Investments
New Jersey
$375K +$60.7K 1 0.02% Increased
1210
Americana Partners
Americana Partners
Texas
$371K $0 1 0.01% Maintained
1211
SWA
Stratos Wealth Advisors
Ohio
$369K -$56.6K 1 0.02% Reduced
1212
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$366K +$16.5K 1 0.08% Increased
1213
I
INVST
Indiana
$365K +$15K 1 0.05% Increased
1214
ACM
Arlington Capital Management
Illinois
$362K +$44.9K 1 0.31% Increased
1215
IIA
Integrity Investment Advisors
Colorado
$362K +$316K 1 0.28% New
1216
Huntington National Bank
Huntington National Bank
Ohio
$362K -$48K 7 0% Reduced
1217
CCM
Crestwood Capital Management
New York
$361K +$345K 1 0.25% New
1218
FIA
FNY Investment Advisers
New York
$358K -$535K 4 0.15% Reduced
1219
SCM
Semanteon Capital Management
Massachusetts
$358K +$13.5K 1 0.54% Increased
1220
FA
Fagan Associates
New York
$355K +$257K 1 0.05% New
1221
MCCP
Mission Creek Capital Partners
California
$352K -$23.6M 1 0.08% Reduced
1222
OFG
Oxford Financial Group
Indiana
$351K $0 1 0.02% Maintained
1223
VWM
Venturi Wealth Management
Texas
$350K -$199K 1 0.02% Reduced
1224
FWM
Focused Wealth Management
New York
$348K +$20.9K 2 0.04% Increased
1225
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$346K +$178K 15 0.02% Increased