← 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
BIA
Bell Investment Advisors
California
$21.4K -$1.3K 6 0% Reduced
1227
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$21.4K +$3.97K 2 0.01% Increased
1228
CAL
Capital Advisors Ltd
Ohio
$21K -$475 3 0% Reduced
1229
PSB
Piscataqua Savings Bank
New Hampshire
$20.8K $0 1 0.02% Maintained
1230
T2I
Turim 21 Investimentos
Brazil
$20.4K +$19.8K 1 0.01% New
1231
KI
Kapitalo Investimentos
Brazil
$20.4K +$16.3K 1 0% New
1232
PMFA
Plante Moran Financial Advisors
Michigan
$20K +$2.57K 2 0% Increased
1233
HI
Hoey Investments
Pennsylvania
$19.9K +$15.9K 1 0.01% New
1234
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$19K -$29.5M 1 0% Reduced
1235
AF
Advisornet Financial
Minnesota
$18.9K -$6.72K 4 0% Reduced
1236
OIA
Optimum Investment Advisors
Illinois
$17.9K -$3.54K 2 0.01% Reduced
1237
MSFP
Mark Sheptoff Financial Planning
Connecticut
$17.7K $0 2 0.01% Maintained
1238
MAWCM
Mine & Arao Wealth Creation & Management
California
$17.5K -$4.19K 1 0.01% Reduced
1239
WCM
Winthrop Capital Management
Indiana
$17.4K +$13.9K 2 0.01% New
1240
Gradient Investments
Gradient Investments
Minnesota
$17.2K -$12K 2 0% Reduced
1241
PP
PFS Partners
New Jersey
$16.8K $0 2 0.01% Maintained
1242
SRCM
Signature Resources Capital Management
California
$16.8K +$13.5K 2 0.02% New
1243
SHIM
Stone House Investment Management
Pennsylvania
$16.6K $0 1 0.01% Maintained
1244
HWA
HHM Wealth Advisors
Tennessee
$16.4K +$13.1K 1 0% New
1245
EL
EMFO LLC
Florida
$16.1K $0 1 0.01% Maintained
1246
AAG
Armstrong Advisory Group
Massachusetts
$15.9K $0 1 0% Maintained
1247
Larson Financial Group
Larson Financial Group
Missouri
$15.4K +$4.64K 3 0% Increased
1248
BWM
Baystate Wealth Management
Massachusetts
$14.8K +$4.09K 2 0% Increased
1249
MSG
Main Street Group
Virginia
$14.8K +$11.8K 3 0.01% New
1250
LF
Lee Financial
Texas
$14.3K $0 1 0% Maintained