← 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
1626
GJIA
Glass Jacobson Investment Advisors
Maryland
$2.74K -$35.8K 1 0% Reduced
1627
RDFA
Ritter Daniher Financial Advisory
Ohio
$2.74K $0 1 0% Maintained
1628
GGI
Godsey & Gibb Inc
Virginia
$2.73K $0 1 0% Maintained
1629
DFA
DHJJ Financial Advisors
Illinois
$2.68K -$1.04K 1 0% Reduced
1630
KFI
Key Financial Inc
Pennsylvania
$2.64K +$1.32K 3 0% Increased
1631
CIA
Cape Investment Advisory
Georgia
$2.52K -$17.3K 2 0% Reduced
1632
IWM
Inlight Wealth Management
Georgia
$2.44K $0 1 0% Maintained
1633
VWA
Valued Wealth Advisors
Utah
$2.37K +$35 1 0% Increased
1634
TC
Truvestments Capital
Florida
$2.3K +$1.2K 2 0% Increased
1635
ACM
Anfield Capital Management
California
$2.28K +$1.44K 1 0% Increased
1636
HIA
HFM Investment Advisors
New Jersey
$2.15K +$791 4 0% Increased
1637
RBC
Roble Belko & Company
Pennsylvania
$2K $0 2 0% Maintained
1638
PWM
Parkworth Wealth Management
California
$1.83K +$434 4 0% Increased
1639
ADL
Asset Dedication LLC
California
$1.82K -$20.4K 1 0% Reduced
1640
MWA
Miller Wealth Advisors
Colorado
$1.82K $0 1 0% Maintained
1641
AEPWM
Atlantic Edge Private Wealth Management
Florida
$1.73K +$1.65K 1 0% New
1642
BHWM
Bay Harbor Wealth Management
Maryland
$1.66K +$749 4 0% Increased
1643
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.6K -$294 1 0% Reduced
1644
MAS
MPWM Advisory Solutions
Georgia
$1.46K -$511 1 0% Reduced
1645
Country Trust Bank
Country Trust Bank
Illinois
$1.37K +$1.2K 1 0% New
1646
T
Transce3nd
Texas
$1.37K $0 1 0% Maintained
1647
IRC
Investors Research Corp
Georgia
$1.36K $0 1 0% Maintained
1648
SC
Stephens Consulting
Michigan
$1.35K -$4.12K 5 0% Reduced
1649
DF
DecisionPoint Financial
Arizona
$1.26K -$12.8K 3 0% Reduced
1650
SO
Sierra Ocean
California
$1.26K $0 1 0% Maintained