← 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
HCMT
Highland Capital Management (Tennessee)
Tennessee
$269K -$1.11M 1 0.01% Reduced
1302
TW
Trajan Wealth
Arizona
$268K -$9.77K 1 0.01% Reduced
1303
TPA
Trivium Point Advisory
Connecticut
$268K +$40.2K 1 0.03% Increased
1304
FAIM
Financial Advocates Investment Management
Washington
$266K -$169K 1 0.02% Reduced
1305
Savant Capital
Savant Capital
Illinois
$265K +$73.7K 1 0% Increased
1306
FFWM
Future Financial Wealth Management
Ohio
$264K +$13.2K 1 0.18% Increased
1307
CWP
CFM Wealth Partners
Texas
$264K +$35 1 0.04% Increased
1308
GC
Garde Capital
Washington
$262K -$15.8K 3 0.01% Reduced
1309
CoreCap Advisors
CoreCap Advisors
Michigan
$260K -$691K 6 0.01% Reduced
1310
PTP
Platform Technology Partners
New York
$259K -$334K 1 0.07% Reduced
1311
CRI
Colonial River Investments
Virginia
$259K $0 1 0.11% Maintained
1312
SM
Sweeney & Michel
California
$259K +$222K 1 0.09% New
1313
Koshinski Asset Management
Koshinski Asset Management
Illinois
$258K +$250K 1 0.02% New
1314
HWM
Hohimer Wealth Management
Washington
$258K +$229K 1 0.05% New
1315
CFG
Cooper Financial Group
California
$258K -$34.6K 1 0.03% Reduced
1316
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$258K +$151K 1 0% New
1317
MYAM
Meiji Yasuda Asset Management
Japan
$257K -$297K 1 0.01% Reduced
1318
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$253K +$221K 1 0.01% New
1319
EI
Ellevest Inc
New York
$250K -$211K 1 0.04% Reduced
1320
Axxcess Wealth Management
Axxcess Wealth Management
California
$249K -$330K 1 0.01% Reduced
1321
KCFA
Key Client Fiduciary Advisors
New Jersey
$249K -$5.41K 1 0.1% Reduced
1322
WFAG
Worth Financial Advisory Group
North Carolina
$248K -$132 1 0.15% Reduced
1323
GEM
Global Endowment Management
North Carolina
$247K -$35.4K 1 0.03% Reduced
1324
PCP
Polunin Capital Partners
United Kingdom
$246K $0 1 0.04% Maintained
1325
BCG
Breakwater Capital Group
New Jersey
$246K -$1.8K 1 0.04% Reduced