← 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
CAWM
Capital A Wealth Management
Pennsylvania
$0 -$17K 0 – Closed
1702
CWC
Carolinas Wealth Consulting
North Carolina
$0 -$583K 0 – Closed
1703
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management
Virginia
$0 -$167K 0 – Closed
1704
CA
Centerpoint Advisors
Massachusetts
$0 $0 1 0% Maintained
1705
CM
Cercano Management
Washington
$0 -$249K 0 – Closed
1706
CPC
CFC Planning Company
Indiana
$0 -$236K 0 – Closed
1707
CCA
Checchi Capital Advisers
California
$0 -$205K 0 – Closed
1708
CAM
Chesapeake Asset Management
New York
$0 -$721 0 – Closed
1709
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$0 -$307K 0 – Closed
1710
CCM
Cloud Capital Management
Washington
$0 -$109K 0 – Closed
1711
CCP
Clough Capital Partners
Massachusetts
$0 -$14.5M 0 – Closed
1712
CWM
Compass Wealth Management
Connecticut
$0 -$15.1K 0 – Closed
1713
CA
Continuum Advisory
Idaho
$0 -$7.28K 0 – Closed
1714
CI
Cordant Inc
Oregon
$0 -$1.45K 0 – Closed
1715
CF
Corebridge Financial
Texas
$0 -$18.6M 0 – Closed
1716
CIEC
Crédit Industriel et Commercial
France
$0 -$1.38M 0 – Closed
1717
CFO
CVA Family Office
Colorado
$0 -$1.24K 0 – Closed
1718
DIG
Dauntless Investment Group
New Hampshire
$0 -$154K 0 – Closed
1719
DFP
Defined Financial Planning
California
$0 -$204K 0 – Closed
1720
DLP
De Lisle Partners
United Kingdom
$0 -$1.14M 0 – Closed
1721
DGM
Delta Global Management
New York
$0 -$6.04M 0 – Closed
1722
DF
Dunhill Financial
United Kingdom
$0 -$3.87K 0 – Closed
1723
EGI
EAM Global Investors
California
$0 -$5.49M 0 – Closed
1724
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$0 -$445K 0 – Closed
1725
EC
Estate Counselors
Wisconsin
$0 -$3.33M 0 – Closed