← 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
FFO
Fortitude Family Office
Arizona
$41.3K -$555 9 0.01% Reduced
1602
MMC
Mizuho Markets Cayman
Cayman Islands
$40.2K -$59.3M 1 0% Reduced
1603
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$38.8K +$11.1K 1 0% Increased
1604
BIA
Bell Investment Advisors
California
$38.8K -$818 6 0.01% Reduced
1605
VFM
Vision Financial Markets
Connecticut
$38.4K +$6.16K 4 0.03% Increased
1606
QWM
Quaker Wealth Management
New Jersey
$38.2K $0 3 0.01% Maintained
1607
CWM
Cedar Wealth Management
California
$37.8K +$33.9K 1 0.01% New
1608
SS
Sunbelt Securities
Texas
$37.3K -$205K 6 0% Reduced
1609
GSWM
Golden State Wealth Management
California
$37.2K +$4.75K 4 0% Increased
1610
HC
Hurley Capital
New York
$37K $0 1 0.02% Maintained
1611
KSWA
Kathleen S. Wright Associates
Pennsylvania
$36.1K $0 1 0.01% Maintained
1612
SRCM
Signature Resources Capital Management
California
$35.4K $0 1 0.02% Maintained
1613
TCOV
Trust Company of Vermont
Vermont
$35.1K -$29.4K 2 0% Reduced
1614
JWM
JPL Wealth Management
Colorado
$32.5K +$31.7K 4 0.01% New
1615
HFS
Hughes Financial Services
Virginia
$32.2K $0 3 0.01% Maintained
1616
HBW
Hazlett, Burt & Watson
West Virginia
$32K -$26.7K 2 0.01% Reduced
1617
SA
Scarborough Advisors
Maryland
$32K +$10.5K 3 0.01% Increased
1618
HWM
HighMark Wealth Management
Minnesota
$31.7K +$925 1 0.01% Increased
1619
PWA
Physician Wealth Advisors
Utah
$31.3K +$1.44K 5 0% Increased
1620
CX Institutional
CX Institutional
Indiana
$31K $0 1 0% Maintained
1621
BI
Binnacle Investments
Iowa
$30.8K +$6.48K 4 0.02% Increased
1622
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$30.8K -$94K 3 0% Reduced
1623
AWM
Abound Wealth Management
Tennessee
$29.6K $0 5 0.01% Maintained
1624
AP
Aspect Partners
Virginia
$29.2K -$4.79K 2 0.01% Reduced
1625
FMP
Financial Management Professionals
Texas
$29K $0 2 0% Maintained