← 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
1401	GC Garde Capital Seattle, Washington	$309K	+$216K	1	0.01%	New
1402	GFPC Global Financial Private Client Sarasota, Florida	$309K	+$94.9K	1	0.08%	Increased
1403	B Bensler Bellevue, Washington	$308K	-$1.85M	1	0.03%	Reduced
1404	CWP CFM Wealth Partners Austin, Texas	$306K	$0	1	0.04%	Maintained
1405	CWM Consultiva Wealth Management San Juan, Puerto Rico	$302K	$0	1	0.68%	Maintained
1406	SM Sweeney & Michel Chico, California	$300K	-$1.69K	1	0.08%	Reduced
1407	AF Aldebaran Financial	$298K	-$12.4K	1	0.24%	Reduced
1408	KC Karras Company Roy, Utah	$298K	-$7.39K	1	0.27%	Reduced
1409	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$298K	$0	1	0.01%	Maintained
1410	SL Summitry LLC Foster City, California	$297K	+$3.06K	1	0.01%	Increased
1411	WC Whitney & Co Rochester, New York	$295K	+$15K	1	0.02%	Increased
1412	OAM Oxford Asset Management Oxford, United Kingdom	$295K	-$560K	1	0.15%	Reduced
1413	AFG Albion Financial Group Salt Lake City, Utah	$294K	$0	1	0.02%	Maintained
1414	Regents of the University of California Oakland, California	$293K	+$278K	1	0.01%	New
1415	WA Waddell & Associates Memphis, Tennessee	$291K	+$275K	1	0.01%	New
1416	BNA BankChampaign National Association Champaign, Illinois	$290K	+$2.93K	1	0.22%	Increased
1417	Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg	$289K	+$297K	1	0.01%	New
1418	T TrueFG Cedar Park, Texas	$289K	$0	1	0.07%	Maintained
1419	RAM Riggs Asset Management Dallas, Pennsylvania	$289K	-$41.4K	1	0.05%	Reduced
1420	FPL Fortress Private Ledger Raleigh, North Carolina	$289K	+$1.51K	1	0.08%	Increased
1421	Confluence Investment Management St. Louis, Missouri	$286K	+$288K	1	0%	New
1422	BHC Bull Harbor Capital Bethesda, Maryland	$285K	+$269K	1	0.06%	New
1423	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$285K	$0	1	0.05%	Maintained
1424	GM GeoWealth Management Chicago, Illinois	$285K	-$110K	1	0.01%	Reduced
1425	VWA Visionary Wealth Advisors O'fallon, Illinois	$285K	+$27.6K	1	0.01%	Increased