← 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
Allianz
Allianz
Germany
$13.5K +$15.2K 1 0% New
1727
AP
Aspect Partners
Virginia
$13.5K -$7.04K 1 0.01% Reduced
1728
GWSA
Global Wealth Strategies & Associates
Colorado
$13.3K +$3.35K 2 0% Increased
1729
PG
Proffitt & Goodson
Tennessee
$13.1K +$5.63K 1 0% Increased
1730
KFI
Key Financial Inc
Pennsylvania
$12.8K $0 3 0% Maintained
1731
SR
Swiss Re
Switzerland
$12.7K $0 1 0.08% Maintained
1732
FGAM
Financial Gravity Asset Management
Texas
$12K +$13.6K 1 0% New
1733
APW
Atlantic Private Wealth
North Carolina
$11.9K -$251 1 0.01% Reduced
1734
SSG
Summit Securities Group
New York
$11.7K -$56.5K 1 0% Reduced
1735
ME
McIlrath & Eck
Washington
$11.7K -$11.5K 2 0% Reduced
1736
RWM
Raffa Wealth Management
District of Columbia
$11.5K +$467 4 0% Increased
1737
FF
Finley Financial
Nevada
$11.1K $0 1 0.01% Maintained
1738
DI
DAGCO Inc
Ohio
$10.8K $0 1 0% Maintained
1739
AW
Ankerstar Wealth
Texas
$10.3K +$9.23K 4 0.01% Increased
1740
ACM
Anfield Capital Management
California
$10K +$8.35K 2 0% Increased
1741
ATC
Adirondack Trust Company
New York
$10K $0 2 0% Maintained
1742
ECM
Estabrook Capital Management
New York
$10K $0 1 0% Maintained
1743
HDIM
Hanson & Doremus Investment Management
Vermont
$10K +$12.6K 1 0% New
1744
GWP
Gen-Wealth Partners
Michigan
$9.53K $0 1 0% Maintained
1745
CHC
City Holding Co
West Virginia
$9.43K $0 1 0% Maintained
1746
SIM
Synergy Investment Management
Florida
$9.2K +$12K 2 0% New
1747
ECA
Elevated Capital Advisors
Utah
$9.16K $0 2 0% Maintained
1748
MWA
Merkkuri Wealth Advisors
New York
$9.15K +$9.94K 2 0.01% New
1749
GIA
GHP Investment Advisors
Colorado
$9K +$2.73K 5 0% Increased
1750
CPL
Capital & Planning LLC
Georgia
$8.71K +$9.14K 1 0.01% New