← 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
S
Sachetta
Massachusetts
$4.61K $0 1 0% Maintained
1602
HNW
High Note Wealth
Minnesota
$4.59K -$313 2 0% Reduced
1603
FDW
Fourth Dimension Wealth
Ohio
$4.55K -$3.96K 1 0% Reduced
1604
MSWA
Marshall & Sterling Wealth Advisors
New York
$4.4K $0 1 0% Maintained
1605
CA
Crewe Advisors
Utah
$4.33K -$19.2K 1 0% Reduced
1606
SIC
SJS Investment Consulting
Ohio
$4.17K -$2.62K 4 0% Reduced
1607
VWA
VSM Wealth Advisory
Maryland
$4.12K $0 1 0% Maintained
1608
FNWA
Financial Network Wealth Advisors
Utah
$4.09K +$2.26K 2 0.01% Increased
1609
PB
Pinnacle Bancorp
Nebraska
$4.05K $0 1 0% Maintained
1610
ACA
American Capital Advisory
Idaho
$4.04K -$354 1 0% Reduced
1611
CMP
Coston McIsaac & Partners
Maine
$4K +$949 2 0% Increased
1612
IA
IFS Advisors
Kansas
$3.9K $0 1 0% Maintained
1613
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$3.86K -$244K 1 0% Reduced
1614
BHWM
Beaird Harris Wealth Management
Texas
$3.74K +$1.87K 1 0% Increased
1615
BWM
Bernard Wealth Management
Michigan
$3.64K +$1.32K 1 0% Increased
1616
HNB
Hilltop National Bank
Wyoming
$3.64K +$2.64K 1 0% New
1617
PIS
POM Investment Strategies
North Carolina
$3.64K +$2.64K 1 0% New
1618
TFG
Team Financial Group
California
$3.45K +$3.29K 1 0% New
1619
IWM
IMG Wealth Management
Florida
$3.35K +$2.98K 1 0% New
1620
KG
Kilter Group
New York
$3.27K +$2.9K 2 0% New
1621
PSFG
Park Square Financial Group
Georgia
$3.27K -$4.66K 1 0% Reduced
1622
PWA
Principia Wealth Advisory
Texas
$2.99K +$701 2 0% Increased
1623
WCM
WealthTrak Capital Management
Virginia
$2.97K +$51 3 0% Increased
1624
BFS
Burkett Financial Services
South Carolina
$2.85K $0 1 0% Maintained
1625
BGAI
Bruce G. Allen Investments
Colorado
$2.76K -$4.11K 2 0% Reduced