← 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
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$0 -$368K 0 – Closed
1227
AWM
Avitas Wealth Management
California
$0 -$1.95M 0 – Closed
1228
Bartlett & Co
Bartlett & Co
Ohio
$0 -$236K 0 – Closed
1229
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$0 -$236K 0 – Closed
1230
BAM
Bayview Asset Management
Florida
$0 -$14.5M 0 – Closed
1231
Belpointe Asset Management
Belpointe Asset Management
Nevada
$0 -$552K 0 – Closed
1232
Belvedere Trading
Belvedere Trading
Illinois
$0 -$223K 0 – Closed
1233
BG
Benedetti & Gucer
Georgia
$0 -$114K 0 – Closed
1234
BMD
Better Money Decisions
New Mexico
$0 -$2K 0 – Closed
1235
BOK Financial
BOK Financial
Oklahoma
$0 -$782K 0 – Closed
1236
BI
Bramshill Investments
Florida
$0 -$3K 0 – Closed
1237
BC
Burleson & Co
California
$0 $0 1 0% Maintained
1238
CCM
CAAS Capital Management
New York
$0 -$13.7M 0 – Closed
1239
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$0 -$4.53M 0 – Closed
1240
CastleKnight Management
CastleKnight Management
New York
$0 -$1.71M 0 – Closed
1241
C
Certuity
Florida
$0 -$308K 0 – Closed
1242
CWP
CFM Wealth Partners
Texas
$0 -$223K 0 – Closed
1243
COCM
Charter Oak Capital Management
New Hampshire
$0 $0 0 – Closed
1244
Chilton Capital Management
Chilton Capital Management
Texas
$0 -$19K 0 – Closed
1245
Chilton Investment Company
Chilton Investment Company
Connecticut
$0 -$102K 0 – Closed
1246
CC
Cipher Capital
New York
$0 -$968K 0 – Closed
1247
CAN
Claraphi Advisory Network
United States
$0 -$102K 0 – Closed
1248
CWA
Clearview Wealth Advisors
Oregon
$0 $0 1 0% Maintained
1249
CWP
Concord Wealth Partners
Virginia
$0 -$10K 0 – Closed
1250
CPM
Connective Portfolio Management
New York
$0 -$264K 0 – Closed