← 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
1701
LCWP
Legacy Capital Wealth Partners
Arkansas
$0 -$187K 0 – Closed
1702
LOIM
Liberty One Investment Management
Illinois
$0 -$2.46K 0 – Closed
1703
LWM
Lodestone Wealth Management
Washington
$0 -$1.96M 0 – Closed
1704
MIM
Macroview Investment Management
Maryland
$0 -$8.76K 0 – Closed
1705
Magnetar Financial
Magnetar Financial
Illinois
$0 -$342K 0 – Closed
1706
MSFS
Main Street Financial Solutions
Pennsylvania
$0 -$94.5K 0 – Closed
1707
MFG
Mendota Financial Group
Wisconsin
$0 -$695 0 – Closed
1708
MKA
M. Kulyk & Associates
Georgia
$0 -$589K 0 – Closed
1709
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$0 -$97.1K 0 – Closed
1710
MAWA
Moss Adams Wealth Advisors
Washington
$0 -$1.02M 0 – Closed
1711
MA
MYDA Advisors
New York
$0 -$240K 0 – Closed
1712
NICM
Neo Ivy Capital Management
New York
$0 -$558K 0 – Closed
1713
NCFG
New Century Financial Group
New Jersey
$0 -$942K 0 – Closed
1714
NFA
Northwest Financial Advisors
Virginia
$0 -$32K 0 – Closed
1715
NC
nVerses Capital
Florida
$0 -$619K 0 – Closed
1716
NAS
NWF Advisory Services
California
$0 -$153K 0 – Closed
1717
OQS
Occudo Quantitative Strategies
Florida
$0 -$1.35M 0 – Closed
1718
OR
Olympiad Research
Connecticut
$0 -$303K 0 – Closed
1719
PP
Paloma Partners
Connecticut
$0 -$1.08M 0 – Closed
1720
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$0 -$925K 0 – Closed
1721
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$0 -$91K 0 – Closed
1722
PP
PDS Planning
Ohio
$0 -$64.3K 0 – Closed
1723
PCM
Penn Capital Management
Pennsylvania
$0 -$5.28M 0 – Closed
1724
PCM
Philosophy Capital Management
California
$0 -$15.5M 0 – Closed
1725
PS
Planned Solutions
California
$0 -$84.7K 0 – Closed