← 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
1751
ECM
Estabrook Capital Management
New York
$11.3K $0 1 0% Maintained
1752
FGC
Financial Gravity Companies
Texas
$11.2K +$11.3K 1 0% New
1753
IWP
IAG Wealth Partners
Wisconsin
$11.1K +$1.24K 1 0% Increased
1754
CHC
City Holding Co
West Virginia
$11K $0 1 0% Maintained
1755
GWP
Gen-Wealth Partners
Michigan
$10.8K $0 1 0% Maintained
1756
SIM
Synergy Investment Management
Florida
$10.7K +$43 3 0% Increased
1757
ATC
Adirondack Trust Company
New York
$10.6K $0 2 0% Maintained
1758
RWM
Rialto Wealth Management
New York
$10.5K +$5.53K 5 0% Increased
1759
BLC
Brown, Lisle/Cummings
Rhode Island
$10.5K +$1.56K 2 0% Increased
1760
ECA
Elevated Capital Advisors
Utah
$10.4K $0 2 0% Maintained
1761
SSG
Summit Securities Group
New York
$10.3K -$2.56K 2 0% Reduced
1762
FF
Finley Financial
Nevada
$10.3K $0 1 0% Maintained
1763
AW
Ankerstar Wealth
Texas
$10.2K +$37 4 0.01% Increased
1764
AEPWM
Atlantic Edge Private Wealth Management
Florida
$10K +$1.69K 2 0% Increased
1765
SIS
Strategic Investment Solutions
Illinois
$9.97K -$19.7K 1 0% Reduced
1766
ANBT
American National Bank & Trust
Texas
$9.91K +$4.47K 1 0% Increased
1767
CCC
Chelsea Counsel Company
California
$9.74K $0 1 0% Maintained
1768
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$9.41K +$8.89K 1 0% New
1769
KCM
Key Capital Management
Tennessee
$9.19K +$8.68K 1 0% New
1770
APW
Allied Private Wealth
Florida
$8.49K +$8.2K 2 0.01% New
1771
HWP
Highline Wealth Partners
California
$8.39K -$2 3 0% Reduced
1772
PJC
Phillip James Consulting
Minnesota
$8.18K +$7.8K 2 0.01% New
1773
OWP
ORG Wealth Partners
Texas
$8.1K $0 1 0% Maintained
1774
WAS
Winch Advisory Services
Wisconsin
$8.02K $0 1 0% Maintained
1775
TFGT
TS Financial Group (TSFG)
Illinois
$8K $0 1 0% Maintained