← 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
PCMH
Polymer Capital Management (HK)
Hong Kong
$0 -$349K 0 – Closed
1727
Prana Capital Management
Prana Capital Management
Connecticut
$0 -$11.1M 0 – Closed
1728
PWS
Precision Wealth Strategies
Missouri
$0 -$369K 0 – Closed
1729
PAG
Private Advisory Group
Washington
$0 -$925K 0 – Closed
1730
PFG
Prosperity Financial Group
California
$0 -$25.2K 0 – Closed
1731
RDIA
RE Dickinson Investment Advisors
Iowa
$0 +$29 1 0% New
1732
RC
Renaissance Capital
Connecticut
$0 -$14.3M 0 – Closed
1733
RHJA
Rice Hall James & Associates
California
$0 -$4.96M 0 – Closed
1734
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$0 -$141K 0 – Closed
1735
Savvy Advisors Inc
Savvy Advisors Inc
New York
$0 -$215K 0 – Closed
1736
SC
Schubert & Co
Texas
$0 -$350K 0 – Closed
1737
SLC
Second Line Capital
Louisiana
$0 -$1.92M 0 – Closed
1738
Seizert Capital Partners
Seizert Capital Partners
Michigan
$0 -$1.9M 0 – Closed
1739
SEC
Seven Eight Capital
New York
$0 -$5.25M 0 – Closed
1740
SPA
Sherbrooke Park Advisers
New York
$0 -$1.39M 0 – Closed
1741
SVCF
Silicon Valley Community Foundation
California
$0 -$349K 0 – Closed
1742
Silver Lake Group
Silver Lake Group
California
$0 -$245M 0 – Closed
1743
SWM
Silverlake Wealth Management
Vermont
$0 -$94.4K 0 – Closed
1744
SGAM
Smith Group Asset Management
Texas
$0 -$390K 0 – Closed
1745
Sowell Financial Services
Sowell Financial Services
Arkansas
$0 -$210K 0 – Closed
1746
SC
Stephens Consulting
Michigan
$0 -$3.93K 0 – Closed
1747
SHIM
Stone House Investment Management
Pennsylvania
$0 -$12.9K 0 – Closed
1748
SB
Strategic Blueprint
Georgia
$0 -$79.1K 0 – Closed
1749
SAM
Summit Asset Management
Tennessee
$0 -$281K 0 – Closed
1750
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$0 -$4.09M 0 – Closed