← 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
P8IP
Pier 88 Investment Partners
California
$134K +$145K 1 0.03% New
1577
CSB
City State Bank
Iowa
$133K -$17.6K 3 0.03% Reduced
1578
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$130K +$120K 4 0% Increased
1579
SFG
Strive Financial Group
Indiana
$127K -$16.6K 1 0.07% Reduced
1580
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$127K -$4.85K 8 0% Reduced
1581
Central Trust Company
Central Trust Company
Missouri
$127K -$98.2K 3 0% Reduced
1582
WIM
Westside Investment Management
California
$125K +$4.22K 3 0.02% Increased
1583
KLCM
KG&L Capital Management
Louisiana
$123K +$129K 1 0.09% New
1584
SIM
Sprucegrove Investment Management
Ontario, Canada
$119K $0 1 0.02% Maintained
1585
GAA
Global Assets Advisory
Florida
$118K +$157K 1 0.03% New
1586
DBIA
Dumont & Blake Investment Advisors
New Jersey
$118K +$136K 1 0.03% New
1587
HNB
Hilltop National Bank
Wyoming
$118K +$65.7K 2 0.03% Increased
1588
BCM
Berbice Capital Management
New York
$115K -$5.24K 1 0.08% Reduced
1589
IRAG
Investment Research & Advisory Group
Georgia
$113K +$15.4K 2 0.04% Increased
1590
RIA
Regal Investment Advisors
Michigan
$112K +$129K 1 0.01% New
1591
SL
Salomon & Ludwin
Virginia
$111K +$25.7K 5 0.01% Increased
1592
KFAS
Keating Financial Advisory Services
Kansas
$110K +$415 8 0.02% Increased
1593
TWD
True Wealth Design
Ohio
$108K +$22K 11 0.03% Increased
1594
WA
WPG Advisers
Maryland
$108K +$9.27K 3 0.08% Increased
1595
Twin Tree Management
Twin Tree Management
Texas
$107K -$1.76M 1 0% Reduced
1596
WWM
Wolff Wiese Magana
California
$105K $0 1 0.06% Maintained
1597
LA
LM Advisors
California
$105K -$31.4K 1 1.65% Reduced
1598
VC
Vestor Capital
Illinois
$104K +$116K 1 0.01% Increased
1599
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$103K -$5.27K 3 0% Reduced
1600
OWA
Opal Wealth Advisors
New York
$102K +$120K 2 0.02% New