← 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
AssuredPartners Investment Advisors
AssuredPartners Investment Advisors
Florida
$160K +$185K 1 0.03% New
1302
Ausdal Financial Partners
Ausdal Financial Partners
Iowa
$159K +$196K 1 0.01% New
1303
WFAG
Worth Financial Advisory Group
North Carolina
$158K $0 1 0.1% Maintained
1304
Focus Financial Network
Focus Financial Network
Minnesota
$158K +$182K 1 0.01% New
1305
GGA
Granite Group Advisors
Connecticut
$158K $0 1 0.11% Maintained
1306
FFWM
Future Financial Wealth Management
Ohio
$157K $0 1 0.12% Maintained
1307
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$155K +$1.58K 1 0% Increased
1308
CCM
Campbell Capital Management
Florida
$154K +$118K 1 0.09% Increased
1309
DIG
Dauntless Investment Group
New Hampshire
$154K +$177K 1 0.18% New
1310
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust
Missouri
$153K -$25.7K 10 0.02% Reduced
1311
Western Wealth Management
Western Wealth Management
Colorado
$153K -$159K 1 0.01% Reduced
1312
KFSC
Keystone Financial Services (Colorado)
Colorado
$152K -$1.14K 1 0.06% Reduced
1313
Morton Capital Management
Morton Capital Management
California
$151K $0 1 0.03% Maintained
1314
Sepio Capital
Sepio Capital
Utah
$150K +$174K 1 0.01% New
1315
Westpac Banking Corp
Westpac Banking Corp
Australia
$150K +$152K 1 0.01% New
1316
OCM
Orion Capital Management
California
$150K -$11.5K 2 0.06% Reduced
1317
Hartline Investment Corp
Hartline Investment Corp
Illinois
$150K +$37.3K 1 0.02% Increased
1318
Tectonic Advisors
Tectonic Advisors
Texas
$149K +$46K 1 0.01% Increased
1319
Allianz
Allianz
Germany
$147K +$183K 1 0% New
1320
Park National Corp
Park National Corp
Ohio
$146K -$5.96K 1 0.01% Reduced
1321
FA
Fermata Advisors
California
$145K $0 1 0.03% Maintained
1322
RMC
Ring Mountain Capital
California
$144K +$29.8K 1 0.11% Increased
1323
PG
Prostatis Group
Maryland
$143K $0 1 0.05% Maintained
1324
Private Wealth Partners
Private Wealth Partners
California
$142K $0 1 0.01% Maintained
1325
Savant Capital
Savant Capital
Illinois
$141K -$1.32M 2 0% Reduced