← 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	KFI Key Financial Inc West Chester, Pennsylvania	$759	$0	2	0%	Maintained
1602	CAM Chesapeake Asset Management New York	$721	+$894	1	0%	New
1603	EWA EQ Wealth Advisors Dallas, Texas	$616	+$764	1	0%	New
1604	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$609	+$686	3	0%	New
1605	TC Truvestments Capital Sarasota, Florida	$593	-$13.7K	1	0%	Reduced
1606	FMP Financial Management Professionals Austin, Texas	$584	-$32.9K	1	0%	Reduced
1607	WFA West Financial Advisors Des Moines, Iowa	$570	$0	1	0%	Maintained
1608	KB Kimelman & Baird New York	$564	$0	1	0%	Maintained
1609	TCM TD Capital Management Memphis, Tennessee	$477	+$591	1	0%	New
1610	RFG REAP Financial Group Austin, Texas	$465	-$1.62K	1	0%	Reduced
1611	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$465	+$576	1	0%	New
1612	HHGA Halbert Hargrove Global Advisors Long Beach, California	$438	+$442	1	0%	New
1613	CWP Concord Wealth Partners Abingdon, Virginia	$419	-$2.69K	1	0%	Reduced
1614	MHIP Mountain Hill Investment Partners Atlantic Highlands, New Jersey	$368	$0	1	0%	Maintained
1615	FFA Frazier Financial Advisors Columbus, Ohio	$315	-$432	1	0%	Reduced
1616	WW Winnow Wealth Waco, Texas	$315	+$111	1	0%	Increased
1617	EAM Eukles Asset Management Cincinnati, Ohio	$233	$0	1	0%	Maintained
1618	SJIM St. Johns Investment Management Jacksonville, Florida	$221	$0	1	0%	Maintained
1619	ACM Anfield Capital Management Irvine, California	$186	+$144	1	0%	Increased
1620	NC North Capital Salt Lake City, Utah	$143	+$165	1	0%	New
1621	BCH Berkshire Capital Holdings San Jose, California	$116	-$8.95M	1	0%	Reduced
1622	OWP ORG Wealth Partners Dallas, Texas	$59	$0	1	0%	Maintained
1623	PA Pineridge Advisors St. Charles, Missouri	$58	-$878	1	0%	Reduced
1624	FWM FSA Wealth Management Needham, Massachusetts	$12	$0	1	0%	Maintained
1625	1832 Asset Management Toronto, Ontario, Canada	$0	-$4.19M	0	–	Closed