← 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
AGM
Alpine Global Management
New York
$0 -$295K 0 – Closed
1227
AWM
Alterna Wealth Management
Texas
$0 -$325K 0 – Closed
1228
AIS
AM Investment Strategies
Tennessee
$0 -$238K 0 – Closed
1229
AFS
Annapolis Financial Services
Maryland
$0 -$3K 0 – Closed
1230
ACA
Apis Capital Advisors
New York
$0 -$3.49M 0 – Closed
1231
AC
Apogem Capital
New York
$0 -$686K 0 – Closed
1232
AWA
Arete Wealth Advisors
Illinois
$0 -$686K 0 – Closed
1233
Artemis Investment Management
Artemis Investment Management
United Kingdom
$0 -$44M 0 – Closed
1234
AG
Ascent Group
Virginia
$0 -$2.1M 0 – Closed
1235
ACM
Atalaya Capital Management
New York
$0 -$17.3M 0 – Closed
1236
Atria Investments
Atria Investments
North Carolina
$0 -$1.07M 0 – Closed
1237
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$0 -$3.6M 0 – Closed
1238
AIM
Axiom Investment Management
New York
$0 -$244K 0 – Closed
1239
BTWM
Baker Tilly Wealth Management
Wisconsin
$0 -$122K 0 – Closed
1240
BHB
Bank Hapoalim BM
Israel
$0 -$235K 0 – Closed
1241
BFC
Bedel Financial Consulting
Indiana
$0 -$155K 0 – Closed
1242
BS
Boenning & Scattergood
Pennsylvania
$0 -$124K 0 – Closed
1243
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$0 -$4K 0 – Closed
1244
BPM
Bowling Portfolio Management
Ohio
$0 -$1.41M 0 – Closed
1245
BIM
Bridgecreek Investment Management
Oklahoma
$0 -$5.33M 0 – Closed
1246
BC
Bridgefront Capital
Texas
$0 -$227K 0 – Closed
1247
BWP
BSW Wealth Partners
Colorado
$0 -$209K 0 – Closed
1248
BC
Burleson & Co
California
$0 $0 1 0% Maintained
1249
BMCM
Burns Matteson Capital Management
New York
$0 -$390K 0 – Closed
1250
Busey Bank
Busey Bank
Illinois
$0 -$254K 0 – Closed