← 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
SL
Siren LLC
Connecticut
$504K +$710K 1 0.02% New
1227
UniSuper Management
UniSuper Management
Australia
$502K +$451K 1 0% New
1228
TWM
Thrive Wealth Management
Pennsylvania
$501K +$450K 1 0.08% New
1229
PCP
Perbak Capital Partners
United Kingdom
$499K +$703K 1 0.09% New
1230
KWM
Keebeck Wealth Management
Illinois
$495K +$44.6K 1 0.06% Increased
1231
FHC
First Horizon Corporation
Tennessee
$492K +$488K 5 0.02% New
1232
PCM
Pointe Capital Management
Michigan
$489K $0 1 0.24% Maintained
1233
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$488K +$25K 1 0.01% Increased
1234
WP
Wealthspan Partners
Iowa
$487K -$79.6K 1 0.19% Reduced
1235
SC
Solstein Capital
California
$487K $0 1 0.11% Maintained
1236
I
INVST
Indiana
$485K +$24.5K 1 0.06% Increased
1237
MAC
Mason & Associates (California)
California
$485K +$422K 1 0.1% New
1238
FC
Fore Capital
New York
$484K +$369K 1 0.14% Increased
1239
Focus Financial Network
Focus Financial Network
Minnesota
$482K +$211K 2 0.02% Increased
1240
Mather Group
Mather Group
Illinois
$482K +$46.9K 4 0% Increased
1241
QFA
Quattro Financial Advisors
Texas
$480K +$418K 1 0.15% New
1242
FA
FDx Advisors
Illinois
$476K -$45.1K 1 0.14% Reduced
1243
KA
KLCM Advisors
Wisconsin
$475K +$137K 1 0.05% Increased
1244
JWA
JFS Wealth Advisors
Pennsylvania
$469K -$160K 5 0.03% Reduced
1245
CL
CIM LLC
New York
$469K -$648 1 0.06% Reduced
1246
Huntington National Bank
Huntington National Bank
Ohio
$469K +$37.3K 8 0% Increased
1247
LOAMU
Lombard Odier Asset Management (USA)
New York
$468K +$78K 1 0.03% Increased
1248
PTC
Private Trust Company
Ohio
$467K +$193K 4 0.04% Increased
1249
CTC
Cetera Trust Company
Minnesota
$463K $0 1 0.26% Maintained
1250
GFPC
Global Financial Private Client
Florida
$463K +$4.82K 1 0.16% Increased