← 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
1326
NSIM
North Star Investment Management
Illinois
$12K $0 3 0% Maintained
1327
RP
Raelipskie Partnership
Ontario, Canada
$11.9K $0 1 0.01% Maintained
1328
HCM
Hollencrest Capital Management
California
$11.4K +$10.3K 1 0% New
1329
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.8K $0 1 0% Maintained
1330
CA
Continuum Advisory
Idaho
$10.8K -$89.8K 2 0% Reduced
1331
VAG
VisionPoint Advisory Group
Texas
$10.8K +$184 2 0% Increased
1332
PWMG
Private Wealth Management Group
New Jersey
$9.6K -$126 4 0% Reduced
1333
GWSA
Global Wealth Strategies & Associates
Colorado
$8.95K +$7.66K 1 0% New
1334
CHC
City Holding Co
West Virginia
$8.47K $0 1 0% Maintained
1335
AFWM
Abich Financial Wealth Management
Virginia
$8.42K -$47.2K 2 0.01% Reduced
1336
CYG
Clean Yield Group
Vermont
$8.12K $0 1 0% Maintained
1337
WIA
Wetzel Investment Advisors
Indiana
$8.01K +$7.49K 2 0% Increased
1338
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$8K +$9.04K 1 0% New
1339
FPB
First PREMIER Bank
South Dakota
$8K +$7.23K 1 0% New
1340
RG
Retirement Group
California
$7.99K +$794 1 0% Increased
1341
Larson Financial Group
Larson Financial Group
Missouri
$7.97K -$4.58K 2 0% Reduced
1342
Wolverine Asset Management
Wolverine Asset Management
Illinois
$7.69K $0 1 0% Maintained
1343
NCM
Northwest Capital Management
Oregon
$7.67K $0 1 0% Maintained
1344
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$7.25K -$159 4 0% Reduced
1345
GBT
Grove Bank & Trust
Florida
$7.1K $0 1 0% Maintained
1346
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$7.04K +$804 1 0% Increased
1347
IRC
Investors Research Corp
Georgia
$6.94K $0 4 0% Maintained
1348
AWM
Abound Wealth Management
Tennessee
$6.36K -$1.06K 2 0% Reduced
1349
AEPWM
Atlantic Edge Private Wealth Management
Florida
$6.09K $0 1 0% Maintained
1350
ME
McIlrath & Eck
Washington
$6.07K +$1.12K 3 0% Increased