← 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	WCM Winthrop Capital Management Carmel, Indiana	$49K	$0	4	0.01%	Maintained
1652	CJ Caitlin John Brighton, Michigan	$48.5K	-$4.53K	3	0.03%	Reduced
1653	BCM Blume Capital Management Berkeley, California	$48.2K	+$2.11K	2	0.01%	Increased
1654	Capital Analysts LLC Fort Washington, Pennsylvania	$48K	$0	2	0%	Maintained
1655	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$47.7K	-$14.8K	1	0.02%	Reduced
1656	VWA VSM Wealth Advisory Hunt Valley, Maryland	$47.4K	$0	1	0.01%	Maintained
1657	TFG Team Financial Group Temecula, California	$46.8K	$0	1	0.02%	Maintained
1658	FFO Fortitude Family Office Scottsdale, Arizona	$46K	+$18.8K	7	0.01%	Increased
1659	GSEP Golden State Equity Partners South Coast Metro, California	$45.5K	+$59.3K	2	0%	New
1660	CFO CVA Family Office Denver, Colorado	$44.4K	+$51.5K	6	0%	Increased
1661	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$43.1K	$0	1	0.03%	Maintained
1662	VR Vision Retirement Ridgewood, New Jersey	$42.4K	$0	2	0.01%	Maintained
1663	TD Private Client Wealth New York	$42.3K	-$226K	4	0%	Reduced
1664	GBT Grove Bank & Trust Miami, Florida	$39.8K	-$26.8K	3	0%	Reduced
1665	VCMGDR Vinland Capital Management Gestora de Recursos Sao Paulo, Brazil	$38K	-$448K	1	0.08%	Reduced
1666	MAM Morse Asset Management Darien, Connecticut	$36.6K	+$11.8K	1	0.01%	Increased
1667	CA Crewe Advisors Salt Lake City, Utah	$36K	+$11K	2	0%	Increased
1668	DWA Delos Wealth Advisors Dallas, Texas	$35.9K	+$40.5K	1	0.02%	New
1669	VFM Vision Financial Markets Stamford, Connecticut	$33.7K	+$266	4	0.03%	Increased
1670	CAL Capital Advisors Ltd Shaker Heights, Ohio	$33K	-$42	3	0%	Reduced
1671	CFD Creative Financial Designs Kokomo, Indiana	$32.9K	-$5.53K	3	0%	Reduced
1672	BIA Bell Investment Advisors Oakland, California	$32.6K	-$2.29K	7	0.01%	Reduced
1673	DWP Destiny Wealth Partners Tavares, Florida	$32.2K	+$35.1K	2	0%	New
1674	HM Payson & Co Portland, Maine	$31.9K	+$21.4K	3	0%	Increased
1675	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$31.8K	$0	1	0%	Maintained