← 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
2026
Regions Financial Corp
Regions Financial Corp
Alabama
$0 -$900K 0 – Closed
2027
RCA
Resonant Capital Advisors
Wisconsin
$0 -$337K 0 – Closed
2028
SWM
Salvus Wealth Management
New Jersey
$0 -$999K 0 – Closed
2029
SA
Scarborough Advisors
Maryland
$0 -$23.6K 0 – Closed
2030
SCGE Management
SCGE Management
California
$0 -$78.3M 0 – Closed
2031
SWM
SeaCrest Wealth Management
New York
$0 -$272K 0 – Closed
2032
SCM
SG Capital Management
Illinois
$0 -$11.1M 0 – Closed
2033
SRCM
Signature Resources Capital Management
California
$0 -$21.3K 0 – Closed
2034
SOWAS
Silver Oak Wealth Advisors Services
California
$0 -$309K 0 – Closed
2035
SCI
SkyBridge Capital II
New York
$0 -$52.4K 0 – Closed
2036
SH
SLT Holdings
Arizona
$0 -$336K 0 – Closed
2037
SW
SMART Wealth
Nebraska
$0 -$229K 0 – Closed
2038
SIS
Sound Income Strategies
Florida
$0 -$27.8K 0 – Closed
2039
SCA
Southpoint Capital Advisors
New York
$0 -$12.9M 0 – Closed
2040
SPC
Spirepoint Private Client
Florida
$0 -$3.2M 0 – Closed
2041
SPH
Steel Partners Holdings
New York
$0 -$13.8M 0 – Closed
2042
SteelPeak Wealth
SteelPeak Wealth
California
$0 -$206K 0 – Closed
2043
SGK
Steigerwald Gordon & Koch
Virginia
$0 -$1.59K 0 – Closed
2044
SCM
Sterneck Capital Management
Missouri
$0 -$335K 0 – Closed
2045
SF
Sun Financial
Utah
$0 -$694K 0 – Closed
2046
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$0 -$11.6M 0 – Closed
2047
SR
Swiss Re
Switzerland
$0 -$12.7K 0 – Closed
2048
SC
Sylebra Capital
California
$0 -$6.7M 0 – Closed
2049
TFG
Team Financial Group
California
$0 -$46.8K 0 – Closed
2050
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$0 -$8.63K 0 – Closed