← 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
1676
CAL
Capital Advisors Ltd
Ohio
$39K $0 3 0% Maintained
1677
BCM
Blume Capital Management
California
$38.5K -$13.4K 1 0.01% Reduced
1678
MI
Markowski Investments
Florida
$38.1K +$36K 1 0.01% New
1679
CFD
Creative Financial Designs
Indiana
$37.9K +$130 3 0% Increased
1680
SP
SmartHarvest Portfolios
Washington
$37.7K +$48.6K 1 0.01% New
1681
VFM
Vision Financial Markets
Connecticut
$37.2K -$5.46K 3 0.03% Reduced
1682
CNBT
Cornerstone National Bank & Trust
Illinois
$36.9K $0 1 0.01% Maintained
1683
SP
SIH Partners
Delaware
$36.2K -$646K 1 0% Reduced
1684
BFS
Bare Financial Services
Pennsylvania
$36.1K +$14.6K 6 0.01% Increased
1685
PWA
Provenance Wealth Advisors
Florida
$35.9K $0 1 0% Maintained
1686
RF
Rossby Financial
Florida
$35.7K -$21.4K 5 0.01% Reduced
1687
RCSA
REYL & Cie S.A.
Switzerland
$34.8K +$32.6K 1 0.04% New
1688
CSPIA
Cary Street Partners Investment Advisory
Virginia
$34.2K +$15.5K 2 0.01% Increased
1689
BIA
Bell Investment Advisors
California
$34K +$246 6 0% Increased
1690
FMP
Financial Management Professionals
Texas
$33.8K +$27.2K 3 0% Increased
1691
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.3K $0 1 0.01% Maintained
1692
EWP
Elevation Wealth Partners
California
$31.4K +$23.6K 3 0.01% Increased
1693
KFI
Key Financial Inc
Pennsylvania
$30.6K +$15.2K 3 0% Increased
1694
BCM
Boreal Capital Management
Florida
$30.5K +$10.2K 1 0.02% Increased
1695
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
$30K $0 2 0.01% Maintained
1696
HC
Hurley Capital
New York
$29.8K +$4.72K 2 0.02% Increased
1697
P8IP
Pier 88 Investment Partners
California
$29K -$117K 1 0.01% Reduced
1698
BWM
Bullock Wealth Management
Indiana
$28.2K -$32.4K 1 0.01% Reduced
1699
PG
Proffitt & Goodson
Tennessee
$27.9K $0 1 0% Maintained
1700
LAM
LOM Asset Management
$26.7K +$6.74K 1 0.01% Increased