← 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
1376
SFI
Siemens Fonds Invest
Germany
$338K +$9.37K 1 0.02% Increased
1377
Capital Investment Advisors
Capital Investment Advisors
Georgia
$337K +$70.8K 1 0% Increased
1378
ACA
Atlas Capital Advisors
Wyoming
$335K +$105K 2 0.04% Increased
1379
CWA
CM Wealth Advisors
Ohio
$334K +$306K 1 0.06% New
1380
DI
DKRT Investments
$334K $0 1 0.08% Maintained
1381
SL
Siren LLC
Connecticut
$334K $0 1 0.01% Maintained
1382
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$328K -$623K 1 0% Reduced
1383
ACA
Affinity Capital Advisors
California
$325K +$294K 1 0.04% New
1384
VA
VestGen Advisors
Illinois
$323K -$3.97M 1 0.01% Reduced
1385
NFSG
Newbridge Financial Services Group
Florida
$323K -$508 2 0.04% Reduced
1386
BWM
Bluebird Wealth Management
Massachusetts
$321K -$17.5K 1 0.28% Reduced
1387
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$319K +$223K 1 0.08% New
1388
IF
Intrua Financial
Texas
$319K +$46.9K 1 0.03% Increased
1389
LSPW
Lake Street Private Wealth
Illinois
$318K +$102K 1 0.04% Increased
1390
PA
Probity Advisors
Texas
$318K -$2.41K 1 0.05% Reduced
1391
SNS Financial Group
SNS Financial Group
Minnesota
$317K +$300K 1 0.01% New
1392
Greenleaf Trust
Greenleaf Trust
Michigan
$317K -$1.3K 1 0% Reduced
1393
SAM
Synergy Asset Management
Washington
$316K +$319K 1 0.03% New
1394
Alphadyne Asset Management
Alphadyne Asset Management
New York
$316K +$298K 1 0% New
1395
FFG
Fiduciary Financial Group
California
$315K +$298K 1 0.04% New
1396
SM
Salzhauer Michael
$314K +$290K 1 0.11% New
1397
TCTC Holdings
TCTC Holdings
Texas
$313K $0 1 0.01% Maintained
1398
BCM
Bourgeon Capital Management
Connecticut
$312K $0 1 0.05% Maintained
1399
First Merchants Corp
First Merchants Corp
Indiana
$311K $0 1 0.01% Maintained
1400
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$310K +$23.4K 1 0% Increased