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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
1851
FA
Fedenia Advisers
Wisconsin
$1.79K +$1.69K 1 0% New
1852
FF
Friedenthal Financial
New Jersey
$1.79K +$1.69K 1 0% New
1853
HFS
Horizon Financial Services
North Carolina
$1.79K $0 1 0% Maintained
1854
NWS
Nvest Wealth Strategies
Ohio
$1.79K +$1.69K 1 0% New
1855
PIS
POM Investment Strategies
North Carolina
$1.79K $0 1 0% Maintained
1856
GFA
Godfrey Financial Associates
New York
$1.75K -$174 1 0% Reduced
1857
JFA
JNBA Financial Advisors
Minnesota
$1.75K -$731 1 0% Reduced
1858
MAS
MPWM Advisory Solutions
Georgia
$1.43K $0 1 0% Maintained
1859
1CP
1015 Capital Partners
Pennsylvania
$1.43K -$102 2 0% Reduced
1860
Country Trust Bank
Country Trust Bank
Illinois
$1.34K $0 1 0% Maintained
1861
FC
Financial Consulate
Maryland
$1.23K -$202 2 0% Reduced
1862
MAM
Marquette Asset Management
Minnesota
$1.12K $0 1 0% Maintained
1863
CTA
Colonial Trust Advisors
South Carolina
$1K $0 1 0% Maintained
1864
EA
Evolution Advisers
Virginia
$1K +$2.12K 4 0% New
1865
BWS
Buck Wealth Strategies
Colorado
$958 +$952 1 0% New
1866
IRC
Investors Research Corp
Georgia
$950 $0 1 0% Maintained
1867
RFG
REAP Financial Group
Texas
$914 +$847 1 0% Increased
1868
WFA
West Financial Advisors
Iowa
$879 $0 1 0% Maintained
1869
DIP
DT Investment Partners
Pennsylvania
$807 +$762 1 0% New
1870
SVWA
Sarver Vrooman Wealth Advisors
Missouri
$740 $0 1 0% Maintained
1871
MFG
Mizuho Financial Group
Japan
$717 +$678 1 0.01% New
1872
PCFFS
Pacific Center for Financial Services
California
$705 $0 1 0% Maintained
1873
CWP
Concord Wealth Partners
Virginia
$645 +$610 1 0% New
1874
TCA
Trifecta Capital Advisors
Illinois
$644 +$607 1 0% New
1875
HHGA
Halbert Hargrove Global Advisors
California
$633 +$607 1 0% New