← 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	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$2.05K	$0	1	0%	Maintained
1577	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$2K	$0	1	0%	Maintained
1578	RBC Roble Belko & Company Sewickley, Pennsylvania	$2K	+$534	2	0%	Increased
1579	HFS Hughes Financial Services Herndon, Virginia	$1.9K	+$2.07K	2	0%	New
1580	IWM Inlight Wealth Management Atlanta, Georgia	$1.82K	+$2.1K	1	0%	New
1581	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$1.65K	-$67K	2	0%	Reduced
1582	BHWM Beaird Harris Wealth Management Dallas, Texas	$1.53K	$0	1	0%	Maintained
1583	CI Cordant Inc Portland, Oregon	$1.45K	+$1.8K	1	0%	New
1584	MAS MPWM Advisory Solutions Alpharetta, Georgia	$1.44K	-$50K	2	0%	Reduced
1585	PWA Principia Wealth Advisory Dallas, Texas	$1.43K	+$411	2	0%	Increased
1586	IRC Investors Research Corp Atlanta, Georgia	$1.28K	-$675	1	0%	Reduced
1587	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$1.26K	+$1.3K	2	0%	New
1588	CFO CVA Family Office Denver, Colorado	$1.24K	+$1.25K	1	0%	New
1589	BWM Bernard Wealth Management Royal Oak, Michigan	$1.16K	+$1.44K	1	0%	New
1590	MWA Miller Wealth Advisors Ridgeway, Colorado	$1.16K	$0	1	0%	Maintained
1591	FNWA Financial Network Wealth Advisors Murray, Utah	$1.04K	+$1.21K	1	0%	New
1592	T Transce3nd Kyle, Texas	$1.02K	-$116K	1	0%	Reduced
1593	SC Swan Capital Pensacola, Florida	$1.02K	$0	2	0%	Maintained
1594	POIA Pin Oak Investment Advisors Houston, Texas	$1K	$0	1	0%	Maintained
1595	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1K	$0	1	0%	Maintained
1596	GIA GHP Investment Advisors Denver, Colorado	$995	$0	1	0%	Maintained
1597	PWM Parkworth Wealth Management Los Gatos, California	$970	+$101	4	0%	Increased
1598	FRA Front Row Advisors Tiburon, California	$959	$0	1	0%	Maintained
1599	HIA HFM Investment Advisors Glassboro, New Jersey	$943	+$1.06K	4	0%	New
1600	SO Sierra Ocean Ripon, California	$942	$0	1	0%	Maintained