← 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
1651
HM Payson & Co
HM Payson & Co
Maine
$17.8K +$9.62K 3 0% Increased
1652
MSFP
Mark Sheptoff Financial Planning
Connecticut
$17.6K -$3.64K 1 0.01% Reduced
1653
First Command Advisory Services
First Command Advisory Services
Texas
$17.1K +$15.4K 1 0% New
1654
ECM
Estabrook Capital Management
New York
$16.6K $0 1 0% Maintained
1655
RP
Raelipskie Partnership
Ontario, Canada
$16K $0 1 0.01% Maintained
1656
FS
Financially Speaking
Colorado
$15.9K $0 1 0.01% Maintained
1657
GWP
Gen-Wealth Partners
Michigan
$15.9K -$1.92K 1 0.01% Reduced
1658
NL
NVWM LLC
Pennsylvania
$15.9K $0 1 0% Maintained
1659
OIA
Optimum Investment Advisors
Illinois
$15.7K $0 2 0.01% Maintained
1660
ANBT
American National Bank & Trust
Texas
$15.1K +$7.69K 1 0% Increased
1661
Chilton Capital Management
Chilton Capital Management
Texas
$15K +$13.4K 1 0% New
1662
CB
CNB Bank
Pennsylvania
$13.2K -$47.5K 1 0.01% Reduced
1663
HWP
Highline Wealth Partners
California
$12.1K +$1.44K 3 0% Increased
1664
GWSA
Global Wealth Strategies & Associates
Colorado
$12K $0 1 0% Maintained
1665
TFGT
TS Financial Group (TSFG)
Illinois
$12K $0 1 0% Maintained
1666
DIP
DT Investment Partners
Pennsylvania
$12K $0 1 0% Maintained
1667
SVCP
Silicon Valley Capital Partners
California
$11.9K +$10.7K 1 0% New
1668
RWM
Raffa Wealth Management
District of Columbia
$11.2K +$3.27K 3 0% Increased
1669
TC
Truvestments Capital
Florida
$10.8K +$7.06K 1 0% Increased
1670
BFS
Bare Financial Services
Pennsylvania
$10.7K +$1.47K 4 0% Increased
1671
ATC
Adirondack Trust Company
New York
$10.6K $0 1 0% Maintained
1672
MSWA
Marshall & Sterling Wealth Advisors
New York
$10.4K +$5.34K 2 0.01% Increased
1673
GIA
GHP Investment Advisors
Colorado
$10.1K +$8.15K 2 0% Increased
1674
CH
Cromwell Holdings
Wyoming
$9.84K -$2.18K 3 0.01% Reduced
1675
WAS
Winch Advisory Services
Wisconsin
$9.61K $0 1 0% Maintained