← 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
1901
CIA
Cape Investment Advisory
Georgia
$0 -$3.07K 0 – Closed
1902
Capital Wealth Planning
Capital Wealth Planning
Florida
$0 -$2.94M 0 – Closed
1903
Carrhae Capital
Carrhae Capital
United Kingdom
$0 -$82.7M 0 – Closed
1904
Castleark Management
Castleark Management
Illinois
$0 -$1.03M 0 – Closed
1905
Causeway Capital Management
Causeway Capital Management
California
$0 -$27.2M 0 – Closed
1906
CWM
Cedar Wealth Management
California
$0 -$43.6K 0 – Closed
1907
CA
Centerpoint Advisors
Massachusetts
$0 $0 1 0% Maintained
1908
CPBTD
Central Pacific Bank - Trust Division
Hawaii
$0 -$28K 0 – Closed
1909
CWMS
CFG Wealth Management Services
Indiana
$0 -$75.9K 0 – Closed
1910
CCA
Checchi Capital Advisers
California
$0 -$202K 0 – Closed
1911
CQWA
Chokshi & Queen Wealth Advisors
California
$0 -$202K 0 – Closed
1912
CWA
Clarus Wealth Advisors
Arizona
$0 -$1.61M 0 – Closed
1913
CCP
Clough Capital Partners
Massachusetts
$0 -$1.95M 0 – Closed
1914
CWA
CogentBlue Wealth Advisors
Tennessee
$0 -$200K 0 – Closed
1915
CPW
Cogent Private Wealth
Florida
$0 -$1.01M 0 – Closed
1916
Cohen & Steers
Cohen & Steers
New York
$0 -$272K 0 – Closed
1917
CFS
Compass Financial Services
Iowa
$0 -$2.66K 0 – Closed
1918
CWP
Concord Wealth Partners
Virginia
$0 -$942 0 – Closed
1919
CGH
Contrarius Group Holdings
Bermuda
$0 -$9.86M 0 – Closed
1920
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$0 -$5.19M 0 – Closed
1921
CFG
Cooper Financial Group
California
$0 -$389K 0 – Closed
1922
CAM
Covenant Asset Management
New Jersey
$0 -$4.71M 0 – Closed
1923
CL
CSS LLC
Illinois
$0 -$7.56M 0 – Closed
1924
DJYG
David J. Yvars Group
Florida
$0 -$348K 0 – Closed
1925
DBRC
D.B. Root & Company
Pennsylvania
$0 -$177K 0 – Closed