← 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
AMG
Advisors Management Group
Wisconsin
$84K $0 1 0.02% Maintained
1277
WWM
Wolff Wiese Magana
California
$83.7K -$2.98K 1 0.06% Reduced
1278
PIA
Panoramic Investment Advisors
Colorado
$83.7K +$77.4K 1 0.06% New
1279
Westwood Holdings Group
Westwood Holdings Group
Texas
$83.7K $0 1 0% Maintained
1280
CoreCap Advisors
CoreCap Advisors
Michigan
$83K -$36.5K 5 0% Reduced
1281
BWP
Balboa Wealth Partners
Arizona
$82.1K +$76K 1 0.02% New
1282
OC
Oakworth Capital
Alabama
$82.1K $0 1 0.01% Maintained
1283
WFPG
Waller Financial Planning Group
Ohio
$81.2K +$378 1 0.02% Increased
1284
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$80.6K -$13.4K 1 0% Reduced
1285
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
$80.1K -$28.6K 1 0.01% Reduced
1286
FA
Financial Avengers
California
$80K -$10.7K 1 0.04% Reduced
1287
HIC
Hartline Investment Corp
Illinois
$79.4K -$154K 1 0.01% Reduced
1288
SB
Strategic Blueprint
Georgia
$79.1K -$451 1 0% Reduced
1289
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management
Virginia
$78.6K -$3.27K 1 0% Reduced
1290
KWM
Keebeck Wealth Management
Illinois
$78.6K $0 1 0.01% Maintained
1291
NS
NBC Securities
Alabama
$75K +$857 1 0.01% Increased
1292
ZB
Zions Bancorporation
Utah
$74.5K -$129K 1 0.01% Reduced
1293
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$74K -$7.51M 4 0% Reduced
1294
GWP
Gen-Wealth Partners
Michigan
$73.5K +$62.8K 1 0.03% New
1295
PIM
Platinum Investment Management
Australia
$72.1K -$9.51K 1 0% Reduced
1296
PTC
Private Trust Company
Ohio
$71K -$4.16K 3 0.01% Reduced
1297
CPA
Capital Performance Advisors
California
$70.7K +$68.1K 14 0.02% New
1298
G
Gainplan
Michigan
$68.4K +$356 1 0.03% Increased
1299
SouthState Corp
SouthState Corp
Florida
$68.2K +$61.8K 2 0% Increased
1300
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$66.1K +$2K 3 0.01% Increased