← 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
1276
HFS
Heritage Financial Services
Massachusetts
$0 -$43K 0 – Closed
1277
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$0 $0 0 – Closed
1278
HA
HHLR Advisors
Cayman Islands
$0 -$6M 0 – Closed
1279
HT
HighTower Trust
Texas
$0 -$17.6M 0 – Closed
1280
HM Payson & Co
HM Payson & Co
Maine
$0 $0 1 0% Maintained
1281
HS
Horan Securities
United States
$0 $0 1 0% Maintained
1282
HCMG
Howard Capital Management Group
California
$0 -$203K 0 – Closed
1283
Inspire Investing
Inspire Investing
Idaho
$0 -$211K 0 – Closed
1284
IFWM
Institute for Wealth Management
Colorado
$0 -$846K 0 – Closed
1285
IP
Interval Partners
New York
$0 -$2.23M 0 – Closed
1286
IMOV
Investment Management of Virginia
Virginia
$0 -$886K 0 – Closed
1287
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$0 -$95K 0 – Closed
1288
JWM
Janiczek Wealth Management
Colorado
$0 -$5.68K 1 0% Reduced
1289
JFA
JNBA Financial Advisors
Minnesota
$0 -$2K 0 – Closed
1290
Journey Strategic Wealth
Journey Strategic Wealth
New Jersey
$0 -$66K 0 – Closed
1291
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$0 -$755K 0 – Closed
1292
KIP
Kayak Investment Partners
California
$0 -$3.53M 0 – Closed
1293
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$0 +$299 1 0% New
1294
KFP
KMG Fiduciary Partners
Ohio
$0 -$58K 0 – Closed
1295
LF
Lee Financial
Texas
$0 -$3K 0 – Closed
1296
LS
Leelyn Smith
Illinois
$0 +$418 1 0% New
1297
LCWP
Legacy Capital Wealth Partners
Arkansas
$0 -$670K 0 – Closed
1298
LG
Leuthold Group
Minnesota
$0 -$2.71M 0 – Closed
1299
LWA
Lowe Wealth Advisors
Maryland
$0 $0 1 0% Maintained
1300
MW
MBL Wealth
North Carolina
$0 -$223K 0 – Closed