← 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
1226
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$1.45K +$1.76K 1 0% New
1227
WPA
West Paces Advisors
Georgia
$1.13K +$345 1 0% Increased
1228
GFPC
Global Financial Private Client
Florida
$1.01K $0 1 0% Maintained
1229
CWM
CarsonAllaria Wealth Management
Illinois
$1K $0 1 0% Maintained
1230
CP
Castleview Partners
Texas
$1K +$2.3K 1 0% New
1231
Clear Street
Clear Street
New York
$1K -$2.55M 1 0% Reduced
1232
CFD
Creative Financial Designs
Indiana
$1K $0 1 0% Maintained
1233
FPB
First PREMIER Bank
South Dakota
$1K $0 1 0% Maintained
1234
HS
Horan Securities
United States
$1K +$1.15K 1 0% New
1235
LF
Lee Financial
Texas
$1K -$6.83K 1 0% Reduced
1236
LWA
Lowe Wealth Advisors
Maryland
$1K $0 1 0% Maintained
1237
MFT
Moisand Fitzgerald Tamayo
Florida
$1K +$1.76K 1 0% New
1238
SC
Sierra Capital
Florida
$1K +$46 1 0% Increased
1239
SIC
SJS Investment Consulting
Ohio
$1K +$627 5 0% Increased
1240
SIS
Sound Income Strategies
Florida
$1K +$1.1K 3 0% Increased
1241
TFS
TrustCore Financial Services
Tennessee
$1K $0 2 0% Maintained
1242
WOC
West Oak Capital
California
$1K +$459 1 0% Increased
1243
WAM
Worth Asset Management
Texas
$1K +$1.72K 1 0% New
1244
FFA
Fairfield Financial Advisors
Massachusetts
$945 +$1.15K 1 0% New
1245
PP
PFS Partners
New Jersey
$770 $0 1 0% Maintained
1246
1WA
180 Wealth Advisors
Washington
$0 -$192K 0 – Closed
1247
ARC
Advisor Resource Council
Texas
$0 -$1.92M 0 – Closed
1248
AR
Advisory Research
Illinois
$0 -$3.23M 0 – Closed
1249
Alpha Wave Global
Alpha Wave Global
New York
$0 -$1.31M 0 – Closed
1250
Altshuler Shaham
Altshuler Shaham
Israel
$0 -$44K 0 – Closed