← 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
EIM
Essex Investment Management
Massachusetts
$186K -$2.68M 1 0.03% Reduced
1277
JWCA
J.W. Cole Advisors
Florida
$185K +$4.91K 1 0.01% Increased
1278
MHR
Matthew Hamilton Rosenberg
$185K $0 1 0.05% Maintained
1279
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$184K $0 1 0% Maintained
1280
AT
Arlington Trust
Alabama
$182K $0 2 0.04% Maintained
1281
PFS
Prospect Financial Services
New York
$180K +$152K 1 0.1% New
1282
HCMT
Highland Capital Management (Tennessee)
Tennessee
$180K +$164K 1 0.01% New
1283
CWM
Consultiva Wealth Management
Puerto Rico
$180K +$200K 1 0.9% New
1284
CCC
Compass Capital Corp
Massachusetts
$180K +$130K 1 0.07% New
1285
EWA
Emergent Wealth Advisors
New York
$178K +$150K 1 0.13% New
1286
GJWM
Gilliland Jeter Wealth Management
Arkansas
$177K +$71.4K 1 0.06% Increased
1287
UFF
USA Financial Formulas
Michigan
$177K -$108K 2 0.03% Reduced
1288
SRC
Shufro Rose & Co
New York
$177K $0 1 0.01% Maintained
1289
ACM
Aster Capital Management
United Arab Emirates
$176K +$73.8K 5 0.07% Increased
1290
WWM
Wolff Wiese Magana
California
$174K +$9.35K 2 0.12% Increased
1291
AMG
Advisors Management Group
Wisconsin
$173K +$7.95K 1 0.04% Increased
1292
PAS
PKS Advisory Services
New York
$172K +$145K 1 0.04% New
1293
CF
Centaurus Financial
California
$172K +$145K 1 0.01% New
1294
KFP
KMG Fiduciary Partners
Ohio
$171K +$144K 1 0.01% New
1295
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$170K +$61.4K 1 0% Increased
1296
KA
KLCM Advisors
Wisconsin
$169K $0 1 0.02% Maintained
1297
OHWP
Oak Harbor Wealth Partners
North Carolina
$169K $0 1 0.05% Maintained
1298
PFU
Parus Finance (UK)
United Kingdom
$169K -$289K 1 0.05% Reduced
1299
OFS
OneAscent Financial Services
Alabama
$169K +$27.2K 1 0.01% Increased
1300
GWM
Gibbs Wealth Management
Georgia
$169K +$217K 1 0.05% New