← 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
1351
STCOSD
Sageworth Trust Company of South Dakota
South Dakota
$0 $0 1 0% Maintained
1352
SI
Schusterman Interests
Oklahoma
$0 -$21.2M 0 – Closed
1353
SIM
Seaview Investment Managers
Florida
$0 -$1.53M 0 – Closed
1354
SWM
Selective Wealth Management
Virginia
$0 -$11K 0 – Closed
1355
SFM
Signet Financial Management
New Jersey
$0 -$266K 0 – Closed
1356
SM
Skaana Management
New York
$0 -$641K 0 – Closed
1357
SAM
Sompo Asset Management
Japan
$0 -$127K 0 – Closed
1358
SAA
Southeast Asset Advisors
Georgia
$0 -$627K 0 – Closed
1359
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$0 -$1.07M 0 – Closed
1360
SWA
Stratos Wealth Advisors
Ohio
$0 -$150K 0 – Closed
1361
SFM
Systematic Financial Management
New Jersey
$0 -$8K 0 – Closed
1362
Tiedemann Advisors
Tiedemann Advisors
New York
$0 -$174K 0 – Closed
1363
TFP
Tilia Fiduciary Partners
North Carolina
$0 -$18K 0 – Closed
1364
TCCM
Timber Creek Capital Management
Massachusetts
$0 -$3K 0 – Closed
1365
TCWM
Total Clarity Wealth Management
Illinois
$0 -$194K 0 – Closed
1366
TA
Townsend & Associates
Colorado
$0 -$1.06M 0 – Closed
1367
TW
Transform Wealth
Colorado
$0 -$3.01M 0 – Closed
1368
UAS
United Asset Strategies
New York
$0 -$86K 0 – Closed
1369
VIM
VELA Investment Management
Ohio
$0 -$221K 0 – Closed
1370
VSI
Verde Servicos Internacionais
Brazil
$0 -$8.54M 0 – Closed
1371
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$0 -$262K 0 – Closed
1372
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$0 -$32K 0 – Closed
1373
WAM
Watershed Asset Management
California
$0 -$222K 0 – Closed
1374
WWA
WCG Wealth Advisors
Nevada
$0 -$67K 0 – Closed
1375
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$0 -$1.28M 0 – Closed