← 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
1976
FL
Fourthstone LLC
Missouri
$0 -$8.08M 0 – Closed
1977
FFA
Frazier Financial Advisors
Ohio
$0 -$423 0 – Closed
1978
GAMCO Investors
GAMCO Investors
Connecticut
$0 -$314K 0 – Closed
1979
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$0 -$164K 0 – Closed
1980
GAG
Goodman Advisory Group
Massachusetts
$0 -$1.2K 0 – Closed
1981
GFWA
Grey Fox Wealth Advisors
Delaware
$0 -$1.32K 0 – Closed
1982
GSC
Ground Swell Capital
South Carolina
$0 -$226K 0 – Closed
1983
GIA
Guyasuta Investment Advisors
Pennsylvania
$0 -$210K 0 – Closed
1984
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$0 -$242K 0 – Closed
1985
HWA
Heartwood Wealth Advisors
Virginia
$0 -$3.73K 0 – Closed
1986
HVCM
Hel Ved Capital Management
Hong Kong
$0 -$752K 0 – Closed
1987
HLAM
Hidden Lake Asset Management
New York
$0 -$6.59M 0 – Closed
1988
HCM
HMI Capital Management
California
$0 -$25.6M 0 – Closed
1989
IIM
IFC & Insurance Marketing
California
$0 +$139 1 0% New
1990
IW
Imprint Wealth
South Carolina
$0 -$448 0 – Closed
1991
IWM
Inlight Wealth Management
Georgia
$0 -$2.85K 0 – Closed
1992
IAN
Integrated Advisors Network
Texas
$0 -$763K 0 – Closed
1993
IFU
iSAM Funds (UK)
United Kingdom
$0 -$533K 0 – Closed
1994
JSP
Jackson Square Partners
California
$0 -$1.86M 0 – Closed
1995
JWM
JPL Wealth Management
Colorado
$0 -$32.5K 0 – Closed
1996
JSAM
J. Safra Asset Management
New York
$0 -$5.81K 0 – Closed
1997
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$0 -$5.96K 0 – Closed
1998
KB
Kimelman & Baird
New York
$0 -$881 0 – Closed
1999
LBWM
Left Brain Wealth Management
Illinois
$0 -$423K 0 – Closed
2000
LW
Libra Wealth
California
$0 -$1.11M 0 – Closed