← 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	ACM Arlington Capital Management Arlington Heights, Illinois	$234K	-$30.8K	1	0.13%	Reduced
1452	SWGC Summit Wealth Group (Colorado) Colorado Springs, Colorado	$234K	+$251K	1	0.02%	New
1453	AIM Anchor Investment Management Columbia, South Carolina	$234K	+$6.01K	4	0.02%	Increased
1454	FA Fermata Advisors Sonoma, California	$234K	-$21.1K	1	0.05%	Reduced
1455	Capital Investment Advisors Atlanta, Georgia	$232K	-$8.87K	1	0%	Reduced
1456	PP PDS Planning Dublin, Ohio	$232K	+$7.2K	1	0.02%	Increased
1457	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$231K	-$665K	1	0%	Reduced
1458	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$230K	$0	1	0.03%	Maintained
1459	KPP Kings Path Partners Sugar Land, Texas	$230K	$0	1	0.08%	Maintained
1460	AFAS Acorn Financial Advisory Services Reston, Virginia	$229K	-$2.47M	1	0.03%	Reduced
1461	SW SMART Wealth Omaha, Nebraska	$229K	+$241K	1	0.07%	New
1462	OAM Ostrum Asset Management Paris, France	$229K	+$217K	1	0.01%	Increased
1463	FWP FAS Wealth Partners Leawood, Kansas	$228K	$0	1	0.01%	Maintained
1464	PWM Palacios Wealth Management Ormond Beach, Florida	$228K	+$109K	1	0.14%	Increased
1465	First Merchants Corp Muncie, Indiana	$228K	$0	1	0.01%	Maintained
1466	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$228K	$0	1	0.07%	Maintained
1467	Crestwood Advisors Group Boston, Massachusetts	$227K	+$253K	1	0%	New
1468	AWM Arista Wealth Management Las Vegas, Nevada	$226K	$0	1	0.03%	Maintained
1469	VWA Visionary Wealth Advisors O'fallon, Illinois	$226K	+$35.3K	1	0.01%	Increased
1470	Kestra Investment Management Austin, Texas	$224K	+$62.4K	1	0%	Increased
1471	TWM Trueblood Wealth Management Lima, Ohio	$224K	+$84.3K	1	0.09%	Increased
1472	EP Essential Partners Rancho Santa Fe, California	$223K	-$7.01K	12	0.08%	Reduced
1473	ERIC Eagle Rock Investment Company Atlanta, Georgia	$223K	+$11.8K	1	0.03%	Increased
1474	NTIC Napean Trading & Investment Company Singapore	$222K	$0	1	0.1%	Maintained
1475	KCFA Key Client Fiduciary Advisors Fairfield, New Jersey	$218K	-$30.7K	1	0.07%	Reduced