← 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
1801	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$4.22K	-$2.01K	2	0%	Reduced
1802	IWS Intentional Wealth Strategies Colorado Springs, Colorado	$4.15K	+$5.19K	3	0%	New
1803	SJIM St. Johns Investment Management Jacksonville, Florida	$4.08K	$0	1	0%	Maintained
1804	RC Rexford Capital Bellaire, Texas	$4.07K	+$5.4K	1	0%	New
1805	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$4.03K	+$390	4	0%	Increased
1806	CMP Coston McIsaac & Partners Bar Harbor, Maine	$4K	$0	2	0%	Maintained
1807	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$4K	$0	1	0%	Maintained
1808	B Bayban Bayport, Minnesota	$3.97K	-$2.27K	1	0%	Reduced
1809	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$3.97K	$0	1	0%	Maintained
1810	IA IFS Advisors Overland Park, Kansas	$3.92K	$0	1	0%	Maintained
1811	RWM Rialto Wealth Management Syracuse, New York	$3.89K	-$2.6K	5	0%	Reduced
1812	WA Westfuller Advisors New York	$3.81K	-$1.14K	2	0%	Reduced
1813	AIM Axiom Investment Management New York	$3.81K	+$4.42K	1	0%	New
1814	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$3.76K	+$3.18K	1	0%	Increased
1815	WETS Wealth Enhancement Trust Services Sioux Falls, South Dakota	$3.62K	$0	1	0%	Maintained
1816	BWM Bernard Wealth Management Royal Oak, Michigan	$3.18K	$0	1	0%	Maintained
1817	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$3.18K	$0	1	0%	Maintained
1818	BGAI Bruce G. Allen Investments Denver, Colorado	$3.04K	+$604	2	0%	Increased
1819	OAJ Ogorek Anthony Joseph Williamsville, New York	$3K	$0	1	0%	Maintained
1820	BFS Burkett Financial Services Rock Hill, South Carolina	$2.96K	-$1.13K	1	0%	Reduced
1821	DWM Dogwood Wealth Management Lenexa, Kansas	$2.95K	-$1.74K	2	0%	Reduced
1822	TAR Trask Adam Roland	$2.77K	+$3.13K	1	0%	New
1823	MWM Mosley Wealth Management Anaheim, California	$2.69K	+$2.15K	1	0%	New
1824	BHWM Beaird Harris Wealth Management Dallas, Texas	$2.52K	-$1.73K	1	0%	Reduced
1825	CAM Clarity Asset Management Ames, Iowa	$2.38K	+$3.16K	1	0%	New