← 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
1776
CFM
Cornerstone Financial Management
Massachusetts
$6.45K +$634 4 0.01% Increased
1777
BSB
Bangor Savings Bank
Maine
$6.35K +$8.43K 1 0% New
1778
MSG
Main Street Group
Virginia
$6.09K +$7.93K 2 0% New
1779
PPC
Park Place Capital
Alabama
$6.04K $0 1 0% Maintained
1780
AWA
Acumen Wealth Advisors
Tennessee
$5.89K +$3.84K 1 0% Increased
1781
ANBT
American National Bank & Trust
Texas
$5.89K -$8.64K 1 0% Reduced
1782
EWP
Elevation Wealth Partners
California
$5.84K +$2.22K 2 0% Increased
1783
CT
Colonial Trust
South Carolina
$5.83K -$1.01K 2 0% Reduced
1784
AP
Atwood & Palmer
Missouri
$5.64K +$4.15K 2 0% Increased
1785
PWA
Principia Wealth Advisory
Texas
$5.62K +$2.38K 2 0% Increased
1786
CWA
Carolina Wealth Advisors
South Carolina
$5.62K -$1.35M 1 0% Reduced
1787
PWMG
Private Wealth Management Group
New Jersey
$5.56K -$2.02K 3 0% Reduced
1788
HFS
Hughes Financial Services
Virginia
$5.36K +$3.08K 8 0% Increased
1789
RDFA
Ritter Daniher Financial Advisory
Ohio
$5.22K -$527 2 0% Reduced
1790
RTL
Red Tortoise LLC
Georgia
$5.21K $0 1 0% Maintained
1791
PWMG
Prestige Wealth Management Group
New Jersey
$5.03K +$957 4 0% Increased
1792
VWA
Valued Wealth Advisors
Utah
$4.92K +$2.73K 2 0% Increased
1793
CW
Curio Wealth
Maryland
$4.87K +$870 4 0% Increased
1794
RCM
Raleigh Capital Management
North Carolina
$4.72K +$5.35K 2 0% New
1795
HWA
HHM Wealth Advisors
Tennessee
$4.68K +$935 1 0% Increased
1796
T2I
Turim 21 Investimentos
Brazil
$4.68K +$5.1K 1 0% New
1797
UFPG
United Financial Planning Group
New York
$4.57K -$7.22K 1 0% Reduced
1798
KG
Kilter Group
New York
$4.49K -$100 2 0% Reduced
1799
HNW
High Note Wealth
Minnesota
$4.3K -$785 2 0% Reduced
1800
FNWA
Financial Network Wealth Advisors
Utah
$4.24K -$32 2 0% Reduced