← 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
Quadrant Capital Group
Quadrant Capital Group
Ohio
$319K -$141K 1 0.01% Reduced
1252
PTC
Petrus Trust Company
Texas
$317K +$301K 1 0.03% New
1253
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$317K +$53.3K 1 0.01% Increased
1254
ICP
Interchange Capital Partners
Pennsylvania
$317K +$52.2K 1 0.07% Increased
1255
NorthRock Partners
NorthRock Partners
Minnesota
$316K +$34.3K 1 0.01% Increased
1256
Metis Global Partners
Metis Global Partners
California
$316K +$32.6K 1 0.01% Increased
1257
TCM
Traynor Capital Management
Pennsylvania
$316K -$18.1K 1 0.02% Reduced
1258
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$315K -$270K 1 0% Reduced
1259
GFPC
Global Financial Private Client
Florida
$315K +$42.2K 1 0.12% Increased
1260
Commerce Bank
Commerce Bank
Missouri
$315K -$55.4K 1 0% Reduced
1261
JTWM
Jackson Thornton Wealth Management
Alabama
$314K +$845 1 0.04% Increased
1262
FWTB
First Western Trust Bank
Colorado
$314K $0 1 0.01% Maintained
1263
TAM
Tucker Asset Management
Colorado
$313K +$28K 1 0.1% Increased
1264
NS
NBC Securities
Alabama
$313K +$77.3K 3 0.03% Increased
1265
CAS
Coppell Advisory Solutions
Texas
$310K -$1.18K 1 0.04% Reduced
1266
WVP
Worth Venture Partners
New Jersey
$309K +$181K 1 0.47% New
1267
NAS
NWF Advisory Services
California
$307K -$16.3K 1 0.04% Reduced
1268
B
Bensler
Washington
$307K $0 1 0.03% Maintained
1269
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$306K +$221K 1 0.04% New
1270
PWM
Prosperity Wealth Management
California
$306K +$73.3K 1 0.11% Increased
1271
Freestone Grove Partners
Freestone Grove Partners
California
$304K -$16.9M 1 0% Reduced
1272
CNWM
Clay Northam Wealth Management
California
$303K $0 1 0.19% Maintained
1273
SouthState Corp
SouthState Corp
Florida
$302K +$126K 4 0.01% Increased
1274
Aristeia Capital
Aristeia Capital
Connecticut
$302K +$901 1 0.01% Increased
1275
TCM
Tradewinds Capital Management
Washington
$301K +$40 2 0.08% Increased