← 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
1551
FFWM
Future Financial Wealth Management
Ohio
$191K $0 1 0.12% Maintained
1552
PP
PDS Planning
Ohio
$189K -$27K 1 0.01% Reduced
1553
FMLI
Fukoku Mutual Life Insurance
Japan
$188K +$178K 1 0.01% New
1554
UAG
United Advisor Group
Ohio
$186K +$4.2K 1 0.02% Increased
1555
PWP
Private Wealth Partners
California
$186K $0 1 0.01% Maintained
1556
FFC
First Financial Corp
Indiana
$183K $0 2 0.06% Maintained
1557
DI
Diligent Investors
California
$180K -$16.9K 1 0.04% Reduced
1558
AIFS
A&I Financial Services
Colorado
$179K $0 1 0.08% Maintained
1559
MA
MYDA Advisors
New York
$179K +$208K 1 0.03% New
1560
EFG International
EFG International
$178K +$45.2K 2 0% Increased
1561
PCM
Princeton Capital Management
New Jersey
$177K -$19.9K 1 0.04% Reduced
1562
AIA
AssuredPartners Investment Advisors
Florida
$172K -$1.02K 1 0.02% Reduced
1563
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management
Virginia
$171K -$17.5K 2 0% Reduced
1564
AWM
Abound Wealth Management
Tennessee
$170K -$506 4 0.03% Reduced
1565
WBC
Westpac Banking Corp
Australia
$169K -$2.95K 1 0.01% Reduced
1566
SL
Salomon & Ludwin
Virginia
$168K +$31.6K 6 0.01% Increased
1567
NRG
Nemes Rush Group
Michigan
$165K +$10.4K 3 0.01% Increased
1568
IHT Wealth Management
IHT Wealth Management
Illinois
$163K -$263K 1 0% Reduced
1569
T
Tidemark
California
$162K +$49.1K 2 0.04% Increased
1570
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$157K $0 1 0% Maintained
1571
SI
Stonekeep Investments
New Mexico
$157K +$4.45K 1 0.09% Increased
1572
NS
NBC Securities
Alabama
$157K -$169K 2 0.01% Reduced
1573
SouthState Corp
SouthState Corp
Florida
$157K +$386 3 0.01% Increased
1574
AG
AmeriFlex Group
Nevada
$153K -$4.3K 4 0.06% Reduced
1575
FAM
Fulcrum Asset Management
United Kingdom
$153K +$128K 2 0.02% New