← 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
1501
CNBT
Cornerstone National Bank & Trust
Illinois
$36.4K +$26.4K 1 0.02% New
1502
PWA
Provenance Wealth Advisors
Florida
$36.4K -$10.9K 1 0.01% Reduced
1503
PP
PrairieView Partners
Minnesota
$36K $0 2 0% Maintained
1504
FFO
Fortitude Family Office
Arizona
$34.8K +$16.3K 8 0.01% Increased
1505
PWM
Proathlete Wealth Management
Florida
$34.5K +$33K 1 0.01% New
1506
MHC
May Hill Capital
Massachusetts
$34.4K +$34.7K 1 0.01% New
1507
SAM
Scopus Asset Management
New York
$34K +$32.4K 1 0% New
1508
T2I
Turim 21 Investimentos
Brazil
$33.6K $0 1 0.01% Maintained
1509
TFM
TFC Financial Management
Massachusetts
$33.5K -$13.5K 3 0% Reduced
1510
BCM
Blume Capital Management
California
$33.3K +$22.7K 2 0.01% Increased
1511
HFS
Hughes Financial Services
Virginia
$32.8K +$30.7K 3 0.01% Increased
1512
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$32.6K -$1.45K 2 0.01% Reduced
1513
QWM
Quaker Wealth Management
New Jersey
$32.6K +$28.3K 3 0.01% New
1514
KSWA
Kathleen S. Wright Associates
Pennsylvania
$32.4K $0 1 0.01% Maintained
1515
AWM
Atticus Wealth Management
Florida
$31.8K $0 1 0.01% Maintained
1516
BIA
Bell Investment Advisors
California
$30.8K -$1.47K 8 0.01% Reduced
1517
MASECO Private Wealth
MASECO Private Wealth
$30.8K +$29.8K 1 0% New
1518
GWSG
GPS Wealth Strategies Group
Colorado
$30.5K -$2.64K 3 0% Reduced
1519
VFM
Vision Financial Markets
Connecticut
$29.4K +$246 4 0.03% Increased
1520
HCM
Hollencrest Capital Management
California
$29.2K $0 2 0% Maintained
1521
IRAG
Investment Research & Advisory Group
Georgia
$28.5K +$13.2K 2 0.01% Increased
1522
PP
PFS Partners
New Jersey
$27.7K $0 1 0.01% Maintained
1523
TFA
Toth Financial Advisory
Virginia
$27.2K $0 2 0% Maintained
1524
PWA
Physician Wealth Advisors
Utah
$25.7K +$18.9K 3 0% Increased
1525
HC
Hurley Capital
New York
$25.5K -$2.31K 1 0.02% Reduced