← 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
1451	RA Rise Advisors Rochester, New York	$29K	+$218	1	0.01%	Increased
1452	DF DecisionPoint Financial Mesa, Arizona	$29K	$0	2	0.01%	Maintained
1453	BIA Bell Investment Advisors Oakland, California	$27.3K	-$3.09K	8	0.01%	Reduced
1454	SIS Strategic Investment Solutions Orland Park, Illinois	$27.2K	$0	2	0.01%	Maintained
1455	GWSG GPS Wealth Strategies Group Centennial, Colorado	$25.3K	+$3.78K	3	0%	Increased
1456	WWP WR Wealth Planners Columbia, Missouri	$25.2K	+$1.68K	2	0.01%	Increased
1457	RCM Raleigh Capital Management Cary, North Carolina	$25K	+$7.79K	2	0.01%	Increased
1458	ADL Asset Dedication LLC San Francisco, California	$24.5K	+$10.1K	2	0%	Increased
1459	CFD Creative Financial Designs Kokomo, Indiana	$24.4K	+$8.14K	4	0%	Increased
1460	AAG Armstrong Advisory Group Needham, Massachusetts	$24.2K	+$3.25K	2	0%	Increased
1461	VFM Vision Financial Markets Stamford, Connecticut	$23.4K	+$24.8K	1	0.03%	New
1462	Optiver Holding Amsterdam, Netherlands	$22.8K	+$29K	2	0%	New
1463	CAWM Capital A Wealth Management New Castle, Pennsylvania	$22.6K	+$19K	1	0.04%	New
1464	WOC West Oak Capital Westlake Village, California	$22.2K	+$27.6K	2	0.01%	New
1465	MCF Advisors Covington, Kentucky	$21.6K	$0	1	0%	Maintained
1466	Central Trust Company Jefferson City, Missouri	$21.5K	+$17.7K	3	0%	Increased
1467	PP PFS Partners Mine Hill, New Jersey	$21.3K	+$239	2	0.01%	Increased
1468	TFA Toth Financial Advisory Leesburg, Virginia	$21.3K	-$33.1K	2	0%	Reduced
1469	WCM Winthrop Capital Management Carmel, Indiana	$21K	+$22.5K	1	0.01%	New
1470	SRCM Signature Resources Capital Management Newport Beach, California	$20.7K	-$7.12K	1	0.02%	Reduced
1471	OIA Optimum Investment Advisors Chicago, Illinois	$19.3K	-$1.3K	2	0.01%	Reduced
1472	GSWM Golden State Wealth Management Santa Ana, California	$19.1K	+$17.1K	3	0%	New
1473	PC Promethos Capital Boston, Massachusetts	$18.4K	$0	1	0.01%	Maintained
1474	PMFA Plante Moran Financial Advisors Southfield, Michigan	$17.9K	$0	1	0%	Maintained
1475	KG Kieckhefer Group Mequon, Wisconsin	$17.4K	+$22.4K	1	0.01%	New