← 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	FRA Front Row Advisors Tiburon, California	$1K	+$1.32K	1	0%	New
1227	VNA Valley National Advisers Bethlehem, Pennsylvania	$1K	+$606	1	0%	New
1228	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$918	+$1.03K	1	0%	New
1229	UFF USA Financial Formulas Ada, Michigan	$867	+$974	1	0%	New
1230	Whittier Trust South Pasadena, California	$817	$0	2	0%	Maintained
1231	PLU Performa Ltd (US) Charleston, South Carolina	$789	-$424	1	0%	Reduced
1232	DWA Delos Wealth Advisors Dallas, Texas	$759	$0	1	0%	Maintained
1233	HM Payson & Co Portland, Maine	$607	$0	1	0%	Maintained
1234	LWA Lowe Wealth Advisors Columbia, Maryland	$607	$0	1	0%	Maintained
1235	GFPC Global Financial Private Client Sarasota, Florida	$583	$0	1	0%	Maintained
1236	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$577	$0	1	0%	Maintained
1237	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$572	$0	1	0%	Maintained
1238	SouthState Corp Winter Haven, Florida	$568	$0	1	0%	Maintained
1239	LCM Lynwood Capital Management Toronto, Ontario, Canada	$540	+$910K	1	0%	New
1240	CWM Compass Wealth Management Guilford, Connecticut	$510	$0	1	0%	Maintained
1241	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$486	$0	1	0%	Maintained
1242	WFA West Financial Advisors Des Moines, Iowa	$298	+$297	1	0%	New
1243	WPA West Paces Advisors Atlanta, Georgia	$273	$0	1	0%	Maintained
1244	Kayne Anderson Rudnick Investment Management Los Angeles, California	$229	$0	1	0%	Maintained
1245	WBC West Branch Capital Amherst, Massachusetts	$219	$0	1	0%	Maintained
1246	TWP TFO Wealth Partners Maumee, Ohio	$162	-$115	2	0%	Reduced
1247	JWM Janiczek Wealth Management Denver, Colorado	$135	$0	1	0%	Maintained
1248	KFI Key Financial Inc West Chester, Pennsylvania	$72	-$6.2K	1	0%	Reduced
1249	SCA Stonebridge Capital Advisors St Paul, Minnesota	$72	$0	1	0%	Maintained
1250	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$35	$0	1	0%	Maintained