← 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
1251
ODG
O'Dell Group
Ohio
$95.2K $0 1 0.02% Maintained
1252
MSFS
Main Street Financial Solutions
Pennsylvania
$94.5K -$6.88K 1 0.01% Reduced
1253
MHR
Matthew Hamilton Rosenberg
$94.5K +$8.91K 1 0.02% Increased
1254
SWM
Silverlake Wealth Management
Vermont
$94.4K +$1.02K 1 0.04% Increased
1255
CreativeOne Wealth
CreativeOne Wealth
Kansas
$94.3K +$87.2K 1 0% New
1256
HNB
Hilltop National Bank
Wyoming
$93.8K $0 2 0.03% Maintained
1257
CHA
Cooper/Haims Advisors
New York
$93.5K -$2.73K 1 0.05% Reduced
1258
GWMIA
Global Wealth Management Investment Advisory
Florida
$93.3K +$86.3K 1 0.02% New
1259
FCA
FinTrust Capital Advisors
South Carolina
$92.5K $0 3 0.02% Maintained
1260
Washington Trust
Washington Trust
Rhode Island
$92.5K $0 1 0% Maintained
1261
JWCA
J.W. Cole Advisors
Florida
$91.7K -$16.6K 1 0% Reduced
1262
Brooklyn Investment Group
Brooklyn Investment Group
New York
$91.2K +$96.9K 3 0.03% New
1263
QWM
Quadcap Wealth Management
Texas
$91.2K $0 1 0.01% Maintained
1264
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$91K +$6.17K 1 0.01% Increased
1265
CD
Chapin Davis
Maryland
$90.6K -$21.8K 1 0.03% Reduced
1266
AW
Avion Wealth
Texas
$90K +$83.8K 6 0.02% Increased
1267
GM
GeoWealth Management
Illinois
$89.1K +$87.7K 5 0% New
1268
KNW
Kesler Norman & Wride
Utah
$86.5K $0 1 0.02% Maintained
1269
KA
KLCM Advisors
Wisconsin
$86.5K $0 1 0.01% Maintained
1270
OHWP
Oak Harbor Wealth Partners
North Carolina
$86.5K +$7.27K 1 0.02% Increased
1271
NRG
Nemes Rush Group
Michigan
$85.7K $0 4 0.01% Maintained
1272
JCM
Jacobi Capital Management
Pennsylvania
$85.6K $0 1 0.01% Maintained
1273
MAS
Meeder Advisory Services
Ohio
$85.3K +$78.9K 1 0.01% New
1274
PS
Planned Solutions
California
$84.7K +$95.2K 1 0.03% New
1275
MA
Modus Advisors
Minnesota
$84.5K -$4.54K 1 0.03% Reduced