← 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
1576
Focus Financial Network
Focus Financial Network
Minnesota
$152K -$169K 1 0% Reduced
1577
DBIA
Dumont & Blake Investment Advisors
New Jersey
$152K -$6.6K 1 0.03% Reduced
1578
RIA
Regal Investment Advisors
Michigan
$151K $0 1 0.01% Maintained
1579
TCP
TMB Capital Partners
Arkansas
$150K $0 1 0.05% Maintained
1580
AT
American Trust
Kentucky
$149K -$9.44K 1 0.01% Reduced
1581
TWD
True Wealth Design
Ohio
$149K +$9.74K 11 0.04% Increased
1582
PC
Permanens Capital
New York
$148K +$149K 1 0.02% New
1583
KLCM
KG&L Capital Management
Louisiana
$148K $0 1 0.09% Maintained
1584
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$148K -$2.93K 4 0% Reduced
1585
PCGDR
Pangea Capital Gestao de Recursos
$147K +$148K 1 0.1% New
1586
CCMR
Core Capital Management & Research
Texas
$147K +$136K 2 0.08% New
1587
EP
Essential Partners
California
$145K -$119K 13 0.07% Reduced
1588
TC
TwinBeech Capital
New York
$145K -$7.31M 1 0.03% Reduced
1589
Metis Global Partners
Metis Global Partners
California
$144K -$243K 1 0% Reduced
1590
VT
Volterra Technologies
New York
$142K +$134K 1 0.02% New
1591
WIM
Westside Investment Management
California
$141K +$1.69K 3 0.02% Increased
1592
APW
Aventura Private Wealth
Florida
$141K -$458 2 0.04% Reduced
1593
BPW
BLVD Private Wealth
Kentucky
$140K +$142K 1 0.1% New
1594
SFG
Strive Financial Group
Indiana
$137K -$6.1K 1 0.06% Reduced
1595
SIM
Sprucegrove Investment Management
Ontario, Canada
$136K $0 1 0.02% Maintained
1596
HWMC
Heritage Wealth Management (California)
California
$134K -$216 1 0.05% Reduced
1597
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$134K -$40 1 0% Reduced
1598
S
Systrade
Liechtenstein
$134K +$135K 1 0.08% New
1599
BL
BFSG LLC
California
$133K -$42.5K 2 0.01% Reduced
1600
PAP
Persistent Asset Partners
Hong Kong
$132K -$5.47M 2 0.04% Reduced