← 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
MASECO Private Wealth
MASECO Private Wealth
$28.8K $0 1 0% Maintained
1627
GWSG
GPS Wealth Strategies Group
Colorado
$28.2K -$11K 3 0% Reduced
1628
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$27.1K +$105 4 0% Increased
1629
HIA
Harbor Investment Advisory
Maryland
$26.6K $0 1 0% Maintained
1630
ME
McIlrath & Eck
Washington
$26.4K +$12.9K 2 0% Increased
1631
CFP
Comprehensive Financial Planning
Pennsylvania
$26.4K -$359K 1 0.02% Reduced
1632
GPFA
Game Plan Financial Advisors
Ohio
$26.4K -$99.7K 1 0.01% Reduced
1633
TFA
Transamerica Financial Advisors
Florida
$24.8K +$24.7K 4 0% Increased
1634
WJA
Willis Johnson & Associates
Texas
$24.7K +$22.2K 1 0% New
1635
SN
Sittner & Nelson
Oregon
$24.3K $0 2 0.01% Maintained
1636
SWIM
Smallwood Wealth Investment Management
New Jersey
$23.8K -$1.07K 1 0.01% Reduced
1637
RA
Rise Advisors
New York
$23.2K +$160 4 0.01% Increased
1638
IAS
IMA Advisory Services
Colorado
$22.9K $0 2 0% Maintained
1639
NSIM
North Star Investment Management
Illinois
$21.3K $0 3 0% Maintained
1640
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$21.2K $0 1 0% Maintained
1641
MTC
Matrix Trust Company
Colorado
$21K -$4.51K 1 0% Reduced
1642
CT
Clearstead Trust
Maine
$20.9K +$6.66K 5 0% Increased
1643
SIS
Sound Income Strategies
Florida
$20.3K +$4.75K 3 0% Increased
1644
PWM
Proathlete Wealth Management
Florida
$20.2K $0 1 0.01% Maintained
1645
WCM
Westend Capital Management
California
$19.9K +$21.6K 1 0.01% New
1646
PMFA
Plante Moran Financial Advisors
Michigan
$19.5K $0 1 0% Maintained
1647
CWP
Clark Wealth Partners
Illinois
$18.7K -$261 1 0.01% Reduced
1648
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.5K +$16.6K 1 0% New
1649
RF
Rossby Financial
Florida
$18.1K +$10.5K 3 0.01% Increased
1650
DI
DAGCO Inc
Ohio
$18K +$16.2K 1 0% New