← 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
BPC
Bryce Point Capital
New York
$358K -$446K 1 0.44% Reduced
1327
AWA
Aaron Wealth Advisors
Illinois
$358K +$311K 1 0.02% New
1328
WFAG
Worth Financial Advisory Group
North Carolina
$357K -$1.78K 1 0.2% Reduced
1329
Procyon Advisors
Procyon Advisors
Connecticut
$353K +$2.61K 1 0.02% Increased
1330
CIM
CIM Investment Management
Pennsylvania
$353K -$391K 1 0.1% Reduced
1331
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$351K +$120K 2 0.02% Increased
1332
KFSC
Keystone Financial Services (Colorado)
Colorado
$344K +$1.14K 1 0.11% Increased
1333
ACM
Arlington Capital Management
Illinois
$343K -$69.1K 1 0.22% Reduced
1334
TCM
Tradewinds Capital Management
Washington
$343K +$6.29K 2 0.08% Increased
1335
IIA
Integrity Investment Advisors
Colorado
$342K -$69.5K 1 0.23% Reduced
1336
IHT Wealth Management
IHT Wealth Management
Illinois
$342K +$307K 1 0.01% New
1337
APW
Axim Planning & Wealth
Ohio
$342K -$64.6K 1 0.27% Reduced
1338
AGM
Alpine Global Management
New York
$341K -$82.6K 1 0.07% Reduced
1339
SageView Advisory Group
SageView Advisory Group
California
$341K -$11.2K 1 0.01% Reduced
1340
Phoenix Financial
Phoenix Financial
Israel
$339K +$305K 1 0% New
1341
Brooklyn Investment Group
Brooklyn Investment Group
New York
$339K -$505K 2 0.05% Reduced
1342
OGC
Oak Grove Capital
New Hampshire
$337K -$472K 1 0.05% Reduced
1343
MCM
M1 Capital Management
Michigan
$336K +$33.2K 1 0.14% Increased
1344
VWA
Visionary Wealth Advisors
Illinois
$334K +$3.99K 1 0.02% Increased
1345
SM
Salzhauer Michael
$331K +$53.1K 1 0.16% Increased
1346
FFWM
Future Financial Wealth Management
Ohio
$330K -$47.5K 1 0.21% Reduced
1347
PWM
Palacios Wealth Management
Florida
$328K +$41K 1 0.22% Increased
1348
KPP
Kings Path Partners
Texas
$327K +$321K 1 0.12% New
1349
PG
Prostatis Group
Maryland
$324K $0 1 0.08% Maintained
1350
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$324K +$291K 1 0.01% New