← 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
2001	MUFG Securities EMEA London, United Kingdom	$0	-$24.3M	0	–	Closed
2002	NWM Navigoe Wealth Management Redondo Beach, California	$0	+$1.99K	4	0%	New
2003	NWWA New Wave Wealth Advisors Springdale, Arkansas	$0	-$494K	0	–	Closed
2004	Nishkama Capital LLC Dorado, Puerto Rico	$0	-$16.8M	0	–	Closed
2005	OA Oasis Advisors Forest City, Iowa	$0	-$1.06M	0	–	Closed
2006	OCM Ogborne Capital Management San Francisco, California	$0	-$9.9M	0	–	Closed
2007	ORAM One River Asset Management Stamford, Connecticut	$0	-$6.47K	0	–	Closed
2008	OWA Opal Wealth Advisors Jericho, New York	$0	-$102K	0	–	Closed
2009	PIA Panoramic Investment Advisors Denver, Colorado	$0	-$166K	0	–	Closed
2010	PIM Paradice Investment Management Denver, Colorado	$0	-$186K	0	–	Closed
2011	PM Parametrica Management Wanchai, Hong Kong	$0	-$5.44M	0	–	Closed
2012	PWC Pathfinder Wealth Consulting Wilmington, North Carolina	$0	-$595K	0	–	Closed
2013	PFMOSF Philadelphia Financial Management of San Francisco San Francisco, California	$0	-$7.5M	0	–	Closed
2014	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$0	-$1.2M	0	–	Closed
2015	PGF Plan Group Financial Oklahoma City, Oklahoma	$0	-$166K	0	–	Closed
2016	PL Polianta Ltd St Helier, Jersey	$0	-$1.14M	0	–	Closed
2017	PSC Portman Square Capital London, United Kingdom	$0	-$600K	0	–	Closed
2018	Prana Capital Management Greenwich, Connecticut	$0	-$8.13M	0	–	Closed
2019	PWS Precision Wealth Strategies Saint Louis, Missouri	$0	-$407K	0	–	Closed
2020	PF Prosperitas Financial Valencia, California	$0	-$867K	0	–	Closed
2021	PG Prostatis Group Hanover, Maryland	$0	-$197K	0	–	Closed
2022	QC Quantessence Capital New York	$0	-$314K	0	–	Closed
2023	RCA Ranch Capital Advisors Sarasota, Florida	$0	-$262K	0	–	Closed
2024	RA Rational Advisors Huntington, New York	$0	-$1.11M	0	–	Closed
2025	RDWM Red Door Wealth Management Memphis, Tennessee	$0	-$136K	0	–	Closed