← 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
1851
WFA
West Financial Advisors
Iowa
$779 $0 1 0% Maintained
1852
SVWA
Sarver Vrooman Wealth Advisors
Missouri
$635 $0 1 0% Maintained
1853
FMP
Financial Management Professionals
Texas
$628 $0 1 0% Maintained
1854
DCM
Davis Capital Management
Florida
$619 +$590 1 0% Increased
1855
PCFFS
Pacific Center for Financial Services
California
$598 +$617 1 0% New
1856
SA
Seneschal Advisors
Washington
$577 -$42 2 0% Reduced
1857
MAM
Marquette Asset Management
Minnesota
$523 -$541 1 0% Reduced
1858
TWM
TopTier Wealth Management
Wisconsin
$513 +$629 2 0% New
1859
EAM
Eukles Asset Management
Ohio
$508 +$232 1 0% Increased
1860
TC
Trust Company
Kansas
$474 $0 1 0% Maintained
1861
CWM
Cranbrook Wealth Management
Michigan
$461 +$611 1 0% New
1862
SA
Strategic Advocates
Utah
$429 -$1.39M 1 0% Reduced
1863
FRA
Front Row Advisors
California
$357 $0 1 0% Maintained
1864
DFC
DB Fitzpatrick & Co
Idaho
$318 +$422 1 0% New
1865
TCM
TD Capital Management
Tennessee
$269 -$1.07K 1 0% Reduced
1866
BCH
Berkshire Capital Holdings
California
$159 $0 1 0% Maintained
1867
BAM
Byrne Asset Management
New Jersey
$143 $0 1 0% Maintained
1868
3FI
3 Factor Indexing
California
$79 +$82 1 0% New
1869
NF
Napier Financial
Massachusetts
$79 +$105 1 0% New
1870
WAG
Wilkerson Advisory Group
Missouri
$79 -$63 1 0% Reduced
1871
RFG
REAP Financial Group
Texas
$16 $0 1 0% Maintained
1872
4A
4D Advisors
California
$0 -$5.54M 0 – Closed
1873
AWM
Adams Wealth Management
Utah
$0 -$458K 0 – Closed
1874
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0 -$24.5M 0 – Closed
1875
Alphadyne Asset Management
Alphadyne Asset Management
New York
$0 -$54.4K 0 – Closed