← 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
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$314K -$196K 1 0.01% Reduced
1352
QC
Quantessence Capital
New York
$314K +$380K 1 1.53% New
1353
Founders Financial Alliance
Founders Financial Alliance
North Carolina
$314K -$22.3K 1 0.06% Reduced
1354
NBC Securities
NBC Securities
Alabama
$313K -$178K 3 0.02% Reduced
1355
RE
Rydar Equities
Texas
$311K +$157K 1 0.24% Increased
1356
StoneX Group
StoneX Group
New York
$310K +$412K 2 0.02% New
1357
MA
Modus Advisors
Minnesota
$309K +$23.6K 1 0.09% Increased
1358
SOWAS
Silver Oak Wealth Advisors Services
California
$309K -$17.5K 1 0.2% Reduced
1359
FPL
Fortress Private Ledger
North Carolina
$309K +$349K 1 0.1% New
1360
Marshall Financial Group (Maryland)
Marshall Financial Group (Maryland)
Maryland
$309K -$16.8K 1 0.05% Reduced
1361
SFG
Southern Financial Group
Alabama
$307K +$31.7K 1 0.09% Increased
1362
TCM
Tuttle Capital Management
Connecticut
$307K +$346K 1 0.5% New
1363
Asset One Wealth Management
Asset One Wealth Management
Washington
$306K +$329K 1 0.03% New
1364
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$305K -$32 1 0.03% Reduced
1365
CFS
Coordinated Financial Services
Colorado
$303K +$31.6K 1 0.17% Increased
1366
Claro Advisors
Claro Advisors
Massachusetts
$302K -$237K 1 0.04% Reduced
1367
Principal Securities
Principal Securities
Iowa
$297K +$35.4K 1 0% Increased
1368
Newbridge Financial Services Group
Newbridge Financial Services Group
Florida
$297K -$27.4K 2 0.05% Reduced
1369
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$295K +$60.8K 1 0.02% Increased
1370
RAM
Riggs Asset Management
Pennsylvania
$295K -$2.66M 1 0.06% Reduced
1371
Cantor Fitzgerald
Cantor Fitzgerald
New York
$295K +$123K 1 0% Increased
1372
Calton & Associates
Calton & Associates
Florida
$294K -$35K 1 0.04% Reduced
1373
Oak Grove Capital
Oak Grove Capital
New Hampshire
$293K +$5.43K 1 0.02% Increased
1374
SDWIA
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$292K $0 1 0.06% Maintained
1375
CFA
Collaborative Fund Advisors
Nevada
$291K +$328K 1 0.18% New