← 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
Greenleaf Trust
Greenleaf Trust
Michigan
$271K -$32.1K 1 0% Reduced
1402
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$271K -$2.42M 1 0.01% Reduced
1403
KC
Karras Company
Utah
$271K -$1.58K 1 0.27% Reduced
1404
TCTC Holdings
TCTC Holdings
Texas
$269K $0 1 0.01% Maintained
1405
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$268K $0 1 0.02% Maintained
1406
OCM
Osbon Capital Management
Massachusetts
$267K +$88.1K 2 0.22% Increased
1407
MCM
M1 Capital Management
Michigan
$267K +$36.9K 1 0.12% Increased
1408
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$265K +$118K 1 0% Increased
1409
GXJ
Global X Japan
Japan
$265K +$318K 2 0.01% New
1410
CAM
Concorde Asset Management
Michigan
$265K -$256K 1 0.13% Reduced
1411
HHGC
Hunting Hill Global Capital
New York
$265K -$385K 1 0.21% Reduced
1412
CWA Asset Management Group
CWA Asset Management Group
Florida
$264K +$285K 1 0.01% New
1413
RCA
Ranch Capital Advisors
Florida
$262K +$9.25K 1 0.09% Increased
1414
FCA
Fortis Capital Advisors
Kansas
$262K -$3.86M 1 0.03% Reduced
1415
CWP
CFM Wealth Partners
Texas
$261K $0 1 0.04% Maintained
1416
AFG
Albion Financial Group
Utah
$261K $0 1 0.02% Maintained
1417
CHAM
Clear Harbor Asset Management
Connecticut
$260K -$721K 1 0.02% Reduced
1418
PTP
Platform Technology Partners
New York
$259K $0 1 0.05% Maintained
1419
MM
MQS Management
New York
$259K +$277K 1 0.17% New
1420
VIM
Vancity Investment Management
British Columbia, Canada
$258K +$32.3K 1 0.04% Increased
1421
SL
Summitry LLC
California
$257K +$273 1 0.01% Increased
1422
WAU
Wellington-Altus USA
Manitoba, Canada
$256K +$83.1K 2 0.15% Increased
1423
T
TrueFG
Texas
$256K -$3.69K 1 0.07% Reduced
1424
Stephens Inc
Stephens Inc
Arkansas
$256K $0 1 0% Maintained
1425
MYAM
Meiji Yasuda Asset Management
Japan
$254K +$1.77K 1 0.01% Increased