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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
1901
1CP
1015 Capital Partners
Pennsylvania
$1.83K +$1.81K 2 0% New
1902
Country Trust Bank
Country Trust Bank
Illinois
$1.67K $0 1 0% Maintained
1903
SC
Stephens Consulting
Michigan
$1.67K $0 1 0% Maintained
1904
DF
DecisionPoint Financial
Arizona
$1.63K $0 3 0% Maintained
1905
MCA
Midwest Capital Advisors
Michigan
$1.54K $0 1 0% Maintained
1906
OC
Optima Capital
Oregon
$1.51K +$1.55K 2 0% New
1907
CGA
Channing Global Advisors
Florida
$1.51K +$1.45K 1 0% New
1908
FC
Financial Consulate
Maryland
$1.51K +$28 2 0% Increased
1909
AGWCA
Annis Gardner Whiting Capital Advisors
Florida
$1.47K +$1.03K 1 0% Increased
1910
CMA
Cedar Mountain Advisors
Oregon
$1.43K -$334 2 0% Reduced
1911
TCM
TD Capital Management
Tennessee
$1.41K +$345 2 0% Increased
1912
GAFA
Garton & Associates Financial Advisors
Kentucky
$1.31K +$1.39K 1 0% New
1913
SC
Swan Capital
Florida
$1.29K -$1.03K 3 0% Reduced
1914
WFA
West Financial Advisors
Iowa
$1.28K $0 1 0% Maintained
1915
MAM
Marquette Asset Management
Minnesota
$1.12K -$2.11K 2 0% Reduced
1916
SVWA
Sarver Vrooman Wealth Advisors
Missouri
$1.05K $0 1 0% Maintained
1917
CA
Centerpoint Advisors
Massachusetts
$1K $0 1 0% Maintained
1918
VNA
Valley National Advisers
Pennsylvania
$1K +$1.2K 1 0% New
1919
DF
Dunhill Financial
United Kingdom
$989 +$992 4 0% New
1920
CWP
Concord Wealth Partners
Virginia
$942 $0 1 0% Maintained
1921
SA
Seneschal Advisors
Washington
$827 $0 2 0% Maintained
1922
FMP
Financial Management Professionals
Texas
$725 -$28.4K 1 0% Reduced
1923
BIM
Breakwater Investment Management
Washington
$629 $0 1 0% Maintained
1924
CFO
CVA Family Office
Colorado
$602 $0 1 0% Maintained
1925
WPA
Wealth Preservation Advisors
Tennessee
$586 $0 1 0% Maintained