← 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
1526
FF
Finley Financial
Nevada
$6.5K +$7.58K 1 0% New
1527
BGAI
Bruce G. Allen Investments
Colorado
$6.44K +$802 3 0.01% Increased
1528
RWM
Rialto Wealth Management
New York
$6.38K +$5.38K 1 0% New
1529
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$6.25K -$116K 1 0% Reduced
1530
WAS
Winch Advisory Services
Wisconsin
$6.22K $0 1 0% Maintained
1531
TFGT
TS Financial Group (TSFG)
Illinois
$6K $0 1 0% Maintained
1532
AWM
Activest Wealth Management
Florida
$6K +$7.67K 3 0% New
1533
RWM
Raffa Wealth Management
District of Columbia
$5.49K -$29.1K 2 0% Reduced
1534
DPW
DiNuzzo Private Wealth
Pennsylvania
$5.48K +$619 4 0% Increased
1535
SWM
Sugarloaf Wealth Management
Georgia
$5.29K +$5.34K 1 0% New
1536
SIC
SJS Investment Consulting
Ohio
$5.27K -$459 4 0% Reduced
1537
OA
Operose Advisors
Wisconsin
$5.22K -$23.1K 1 0% Reduced
1538
MSG
Main Street Group
Virginia
$5.15K $0 2 0% Maintained
1539
S
Sachetta
Massachusetts
$4.8K +$908 2 0% Increased
1540
AWM
AllSquare Wealth Management
New York
$4.62K +$3.9K 1 0% New
1541
MRP
Measured Risk Portfolios
California
$4.62K +$3.9K 1 0% New
1542
MMCM
Murphy & Mullick Capital Management
New York
$4.62K +$3.9K 1 0% New
1543
HNW
High Note Wealth
Minnesota
$4.35K +$4.37K 2 0% New
1544
RWPA
Richard W. Paul & Associates
Michigan
$4.35K +$3.35K 1 0% New
1545
SFGP
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.31K +$3.64K 1 0% New
1546
ATC
Adirondack Trust Company
New York
$4.3K $0 1 0% Maintained
1547
PWPS
Pinnacle Wealth Planning Services
Ohio
$4.05K -$434K 1 0% Reduced
1548
PB
Pinnacle Bancorp
Nebraska
$3.75K $0 1 0% Maintained
1549
CA
Crewe Advisors
Utah
$3.68K -$180K 1 0% Reduced
1550
MBFW
Morton Brown Family Wealth
Pennsylvania
$3.64K $0 1 0% Maintained