← 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
Kestra Investment Management
Kestra Investment Management
Texas
$28.6K -$78.7K 2 0% Reduced
1452
VFM
Vision Financial Markets
Connecticut
$28.5K +$7.33K 4 0.03% Increased
1453
TCOV
Trust Company of Vermont
Vermont
$27.6K -$5.12K 2 0% Reduced
1454
KSWA
Kathleen S. Wright Associates
Pennsylvania
$27.5K -$3.08K 1 0.01% Reduced
1455
HCM
Hollencrest Capital Management
California
$27.1K -$21.3K 2 0% Reduced
1456
HBW
Hazlett, Burt & Watson
West Virginia
$27K +$31.7K 1 0.01% Increased
1457
GWSG
GPS Wealth Strategies Group
Colorado
$25.1K +$6.48K 3 0% Increased
1458
T2I
Turim 21 Investimentos
Brazil
$25.1K $0 1 0.01% Maintained
1459
CAL
Capital Advisors Ltd
Ohio
$25K -$2K 3 0% Reduced
1460
AAG
Armstrong Advisory Group
Massachusetts
$24.2K $0 2 0% Maintained
1461
KWM
Kiker Wealth Management
Georgia
$24.2K +$29K 2 0.02% New
1462
BIA
Bell Investment Advisors
California
$24K +$610 8 0% Increased
1463
RA
Rise Advisors
New York
$23K -$5.75K 5 0.01% Reduced
1464
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$22.8K -$2.68K 2 0% Reduced
1465
MSFP
Mark Sheptoff Financial Planning
Connecticut
$22.2K -$217K 2 0.01% Reduced
1466
CA
Crewe Advisors
Utah
$22K +$22.2K 2 0% Increased
1467
ADL
Asset Dedication LLC
California
$21.6K -$2.61K 2 0% Reduced
1468
PP
PFS Partners
New Jersey
$20.7K -$441 1 0.01% Reduced
1469
CIA
Cape Investment Advisory
Georgia
$20.5K +$18.5K 2 0.01% Increased
1470
CFD
Creative Financial Designs
Indiana
$19.9K -$4.21K 5 0% Reduced
1471
TFA
Toth Financial Advisory
Virginia
$19.6K -$144 2 0% Reduced
1472
PMFA
Plante Moran Financial Advisors
Michigan
$18.9K +$875 2 0% Increased
1473
IAS
IMA Advisory Services
Colorado
$18.7K +$18.1K 1 0% New
1474
HC
Hurley Capital
New York
$18.3K +$22.7K 1 0.01% New
1475
PC
Promethos Capital
Massachusetts
$18.2K $0 1 0.01% Maintained