← 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
AWM
Accurate Wealth Management
Florida
$113K +$80.6K 1 0.02% New
1227
VWA
Visionary Wealth Advisors
Illinois
$112K +$218 1 0.01% Increased
1228
FPF
First Pacific Financial
Washington
$111K $0 1 0.03% Maintained
1229
CA
Crewe Advisors
Utah
$111K +$196 1 0.01% Increased
1230
GFPC
Global Financial Private Client
Florida
$110K $0 2 0.04% Maintained
1231
CCB
Cutter & Co Brokerage
Missouri
$110K $0 1 0.02% Maintained
1232
ICP
Interchange Capital Partners
Pennsylvania
$109K -$61.9K 1 0.04% Reduced
1233
MLIC
Mandatum Life Insurance Company
Finland
$109K +$101K 1 0.03% New
1234
GC
Globeflex Capital
California
$109K -$2.41M 2 0.01% Reduced
1235
WFAG
Worth Financial Advisory Group
North Carolina
$108K +$2.54K 1 0.06% Increased
1236
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$108K $0 1 0% Maintained
1237
PPA
Painted Porch Advisors
California
$108K +$100K 1 0.05% New
1238
FCT
First Community Trust
Iowa
$107K $0 2 0.09% Maintained
1239
BWP
Baldwin Wealth Partners
Massachusetts
$104K +$62.7K 3 0.01% Increased
1240
Ballentine Partners
Ballentine Partners
Massachusetts
$104K -$6.83K 1 0% Reduced
1241
VCM
Versant Capital Management
Arizona
$103K +$6.59K 5 0.02% Increased
1242
MAG
Mayfair Advisory Group
Alabama
$102K +$88.6K 1 0.06% New
1243
Principal Securities
Principal Securities
Iowa
$101K +$31K 6 0% Increased
1244
KFSC
Keystone Financial Services (Colorado)
Colorado
$99.2K +$91.7K 1 0.04% New
1245
TFM
TFC Financial Management
Massachusetts
$99.1K +$4.59K 3 0.02% Increased
1246
Procyon Advisors
Procyon Advisors
Connecticut
$98.2K +$5.03K 1 0.01% Increased
1247
FA
Fermata Advisors
California
$98.1K +$7.27K 1 0.02% Increased
1248
OP
Oslo Pensjonsforsikring
$97.8K -$27.7K 1 0.01% Reduced
1249
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$97.1K +$89.8K 1 0% New
1250
PG
Prostatis Group
Maryland
$95.9K $0 1 0.03% Maintained