← 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
1301
JPWM
Jamison Private Wealth Management
Georgia
$5.72K +$24 1 0% Increased
1302
PB
Pinnacle Bancorp
Nebraska
$5.31K $0 1 0% Maintained
1303
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$5.3K +$3.97K 1 0% Increased
1304
AEPWM
Atlantic Edge Private Wealth Management
Florida
$5.24K +$4.19K 1 0% New
1305
FPFS
First Personal Financial Services
North Carolina
$4.99K +$3.99K 2 0% New
1306
SC
Stephens Consulting
Michigan
$4.97K $0 1 0% Maintained
1307
BGAI
Bruce G. Allen Investments
Colorado
$4.91K +$3.93K 2 0% New
1308
TFA
Toth Financial Advisory
Virginia
$4.88K $0 1 0% Maintained
1309
ME
McIlrath & Eck
Washington
$4.3K $0 2 0% Maintained
1310
RDFA
Ritter Daniher Financial Advisory
Ohio
$4.17K $0 1 0% Maintained
1311
FGAM
Financial Gravity Asset Management
Texas
$4.04K +$3.35K 3 0% New
1312
ADL
Asset Dedication LLC
California
$4K $0 1 0% Maintained
1313
HM Payson & Co
HM Payson & Co
Maine
$3.96K +$559 2 0% Increased
1314
W
WealthCollab
Washington
$3.73K +$3.33K 2 0% New
1315
IA
IFS Advisors
Kansas
$3.49K +$2.79K 1 0% New
1316
TIM
Thompson Investment Management
Wisconsin
$3.39K $0 1 0% Maintained
1317
VL
Vima LLC
Michigan
$3.31K +$2.65K 1 0.01% New
1318
RTL
Red Tortoise LLC
Georgia
$3.26K -$9.16K 1 0% Reduced
1319
CAM
Chesapeake Asset Management
New York
$3.14K -$9.15K 1 0% Reduced
1320
AW
Avion Wealth
Texas
$3K +$603 2 0% Increased
1321
CMP
Coston McIsaac & Partners
Maine
$3K $0 2 0% Maintained
1322
DFA
DHJJ Financial Advisors
Illinois
$2.86K +$28 1 0% Increased
1323
SA
Scarborough Advisors
Maryland
$2.73K +$2.09K 1 0% New
1324
PPC
Park Place Capital
Alabama
$2.62K -$41.9K 1 0% Reduced
1325
BFS
Burkett Financial Services
South Carolina
$2.61K +$2.75K 1 0% New