← 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
MCM
Manchester Capital Management
Vermont
$6.9K -$13.2K 1 0% Reduced
1377
IRC
Investors Research Corp
Georgia
$6.82K $0 4 0% Maintained
1378
BTC
Bank & Trust Company
Illinois
$6.61K +$7.05K 1 0.01% New
1379
VAG
VisionPoint Advisory Group
Texas
$6.61K -$3.5K 1 0% Reduced
1380
GLR
Great Lakes Retirement
Ohio
$6.58K +$6.48K 1 0% New
1381
RDFA
Ritter Daniher Financial Advisory
Ohio
$6.45K $0 1 0% Maintained
1382
Gradient Investments
Gradient Investments
Minnesota
$6.41K +$1.24K 2 0% Increased
1383
AWM
Abound Wealth Management
Tennessee
$6.18K -$66 2 0% Reduced
1384
ME
McIlrath & Eck
Washington
$6.11K $0 3 0% Maintained
1385
TD Private Client Wealth
TD Private Client Wealth
New York
$6.06K +$3.28K 1 0% Increased
1386
AEPWM
Atlantic Edge Private Wealth Management
Florida
$5.95K $0 1 0% Maintained
1387
PWMG
Private Wealth Management Group
New Jersey
$5.79K -$3.53K 3 0% Reduced
1388
CCC
Chelsea Counsel Company
California
$5.71K $0 1 0% Maintained
1389
TAM
Tucker Asset Management
Colorado
$5.54K +$4.41K 2 0% Increased
1390
KFS
Kelly Financial Services
Massachusetts
$5.52K +$489 2 0% Increased
1391
Wolverine Asset Management
Wolverine Asset Management
Illinois
$5.34K -$5.22K 1 0% Reduced
1392
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$5.29K -$557 1 0% Reduced
1393
BLC
Brown, Lisle/Cummings
Rhode Island
$5.29K +$5.64K 1 0% New
1394
MSG
Main Street Group
Virginia
$5.27K -$7.09K 3 0% Reduced
1395
BGAI
Bruce G. Allen Investments
Colorado
$5.03K $0 2 0% Maintained
1396
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$5K -$3.07K 1 0% Reduced
1397
POIA
Pin Oak Investment Advisors
Texas
$5K $0 1 0% Maintained
1398
SS
Sunbelt Securities
Texas
$4.96K $0 1 0% Maintained
1399
HM Payson & Co
HM Payson & Co
Maine
$4.43K $0 2 0% Maintained
1400
IGWM
ICA Group Wealth Management
Colorado
$4.37K +$2.34K 2 0% Increased