← 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
1601
IRAG
Investment Research & Advisory Group
Georgia
$131K +$7.62K 2 0.04% Increased
1602
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$130K -$1.62K 9 0% Reduced
1603
QL
Quarry LP
New York
$127K +$108K 15 0.01% Increased
1604
SNBOSCI
Security National Bank of Sioux City Iowa
Iowa
$123K +$122K 2 0.05% New
1605
TFM
TFC Financial Management
Massachusetts
$121K +$58.3K 5 0.01% Increased
1606
SEP
Signature Equity Partners
Ohio
$117K -$37.1K 5 0.05% Reduced
1607
HNB
Hilltop National Bank
Wyoming
$116K $0 2 0.02% Maintained
1608
W
WealthCollab
Washington
$116K $0 3 0.04% Maintained
1609
KFAS
Keating Financial Advisory Services
Kansas
$115K +$5.05K 7 0.02% Increased
1610
ACM
Aster Capital Management
United Arab Emirates
$111K -$782K 1 0.02% Reduced
1611
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$111K +$102K 2 0% New
1612
MCM
Manchester Capital Management
Vermont
$110K +$94.9K 3 0.01% Increased
1613
MMCM
Murphy & Mullick Capital Management
New York
$110K -$21.4K 3 0.07% Reduced
1614
WWM
Wolff Wiese Magana
California
$109K -$8.82K 2 0.05% Reduced
1615
SWA
SOA Wealth Advisors
New York
$109K +$10.8K 1 0.02% Increased
1616
CSB
City State Bank
Iowa
$104K -$26K 3 0.02% Reduced
1617
CA
Crewe Advisors
Utah
$99K +$45.8K 3 0.01% Increased
1618
DMBA
Deseret Mutual Benefit Administrators
Utah
$98.3K -$13.9K 1 0.03% Reduced
1619
SIC
SJS Investment Consulting
Ohio
$94.7K +$22.8K 10 0.01% Increased
1620
DAM
Delta Asset Management
Tennessee
$92.3K $0 1 0.01% Maintained
1621
BWA
Basecamp Wealth Advisors
Washington
$91.8K -$54.4K 7 0.02% Reduced
1622
NAAA
New Age Alpha Advisors
New York
$88.8K -$3.55K 1 0% Reduced
1623
ZBNA
Zions Bancorporation, National Association
Utah
$88.3K -$80K 6 0.01% Reduced
1624
FPF
First Pacific Financial
Washington
$87.6K -$719 1 0.01% Reduced
1625
HHCP
Hilton Head Capital Partners
South Carolina
$86.7K -$11.5K 2 0.04% Reduced