← 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
MCM
MV Capital Management
Maryland
$64.7K +$1.31K 3 0.01% Increased
1302
PP
PDS Planning
Ohio
$64.3K $0 1 0.01% Maintained
1303
MPCG
Matrix Private Capital Group
New York
$64.2K $0 1 0.04% Maintained
1304
ACA
Atlas Capital Advisors
Wyoming
$63.2K -$482K 2 0.01% Reduced
1305
DCM
Disciplina Capital Management
Tennessee
$62.6K +$61K 1 0.01% New
1306
LFA
LGT Financial Advisors
Texas
$62.2K $0 4 0.15% Maintained
1307
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$61.3K +$27.9K 9 0% Increased
1308
ACM
Aster Capital Management
United Arab Emirates
$60.4K +$55.9K 1 0.01% New
1309
GPFA
Game Plan Financial Advisors
Ohio
$60.2K +$4K 2 0.03% Increased
1310
TFA
Toth Financial Advisory
Virginia
$57.6K +$54.1K 2 0.01% Increased
1311
OC
Oarsman Capital
Wisconsin
$57.6K +$59.5K 2 0.01% New
1312
1IA
1620 Investment Advisors
Massachusetts
$53K -$2.71K 2 0.04% Reduced
1313
CJ
Caitlin John
Michigan
$52.6K -$5.42K 1 0.03% Reduced
1314
Farallon Capital Management
Farallon Capital Management
California
$52.4K $0 1 0% Maintained
1315
FFO
Fortitude Family Office
Arizona
$50.2K -$1.36K 5 0.02% Reduced
1316
DMBA
Deseret Mutual Benefit Administrators
Utah
$49.1K $0 1 0.03% Maintained
1317
BWM
Bullock Wealth Management
Indiana
$49K +$313 2 0.03% Increased
1318
Larson Financial Group
Larson Financial Group
Missouri
$47.8K +$34.7K 7 0% Increased
1319
GJWM
Gilliland Jeter Wealth Management
Arkansas
$47.2K +$43.6K 1 0.02% New
1320
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
$47.2K $0 1 0.03% Maintained
1321
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$45.8K -$183K 1 0% Reduced
1322
WA
Wealthstream Advisors
New York
$44.7K $0 1 0.01% Maintained
1323
CWA
Carolina Wealth Advisors
South Carolina
$43.9K +$43.2K 1 0.02% New
1324
ATS
Ashton Thomas Securities
New York
$43.4K +$45.2K 2 0.01% New
1325
WIM
Westside Investment Management
California
$42.2K $0 2 0.01% Maintained