← 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
1726
AP
Aspect Partners
Virginia
$16.2K +$942 2 0.01% Increased
1727
MCF Advisors
MCF Advisors
Kentucky
$16.2K -$7.81K 1 0% Reduced
1728
SWIM
Smallwood Wealth Investment Management
New Jersey
$16.1K -$68 1 0.01% Reduced
1729
GGI
Godsey & Gibb Inc
Virginia
$15.6K $0 2 0% Maintained
1730
CH
Cromwell Holdings
Wyoming
$15.5K +$6.27K 4 0.01% Increased
1731
DF
Dunhill Financial
United Kingdom
$15.4K +$5.84K 4 0% Increased
1732
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$14.4K -$7.93M 1 0% Reduced
1733
CB
CNB Bank
Pennsylvania
$14.4K +$5.1K 1 0.01% Increased
1734
First Command Advisory Services
First Command Advisory Services
Texas
$14.1K -$4.92K 2 0% Reduced
1735
LF
LifeSteps Financial
California
$14K +$13.3K 4 0.01% New
1736
Flow Traders U.S.
Flow Traders U.S.
New York
$14K -$231K 1 0% Reduced
1737
RWM
Raffa Wealth Management
District of Columbia
$13.6K +$1.84K 4 0% Increased
1738
APW
Atlantic Private Wealth
North Carolina
$13.4K $0 1 0.01% Maintained
1739
DWA
Delos Wealth Advisors
Texas
$13.4K -$20.2K 1 0.01% Reduced
1740
RIAS
Rachor Investment Advisory Services
Michigan
$13.4K -$3.02K 1 0.01% Reduced
1741
RP
Raelipskie Partnership
Ontario, Canada
$13.4K $0 1 0.01% Maintained
1742
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$13K $0 1 0% Maintained
1743
Allianz
Allianz
Germany
$12.6K $0 1 0% Maintained
1744
CCMI
Creative Capital Management Investments
California
$12.5K +$11.6K 5 0% New
1745
UFPG
United Financial Planning Group
New York
$12.4K +$7K 2 0.01% Increased
1746
GAMA
Graticule Asia Macro Advisors
New York
$12.2K +$9.98K 1 0% New
1747
AWA
Acumen Wealth Advisors
Tennessee
$12.1K +$6.32K 3 0% Increased
1748
WPWM
Western Pacific Wealth Management
Illinois
$12K +$12.1K 1 0.01% New
1749
GIA
GHP Investment Advisors
Colorado
$12K +$2.14K 5 0% Increased
1750
CT
Clearstead Trust
Maine
$11.5K +$2.54K 3 0% Increased