← 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
P
Paradiem
Louisiana
$0 -$1.13M 0 – Closed
2027
PAR Capital Management
PAR Capital Management
Massachusetts
$0 -$1.45M 0 – Closed
2028
PCM
Pathway Capital Management
California
$0 -$945K 0 – Closed
2029
PG
Patten Group
Tennessee
$0 -$227K 0 – Closed
2030
PTC
Petrus Trust Company
Texas
$0 -$402K 0 – Closed
2031
Phoenix Financial
Phoenix Financial
Israel
$0 -$339K 0 – Closed
2032
PB
Pinnacle Bancorp
Nebraska
$0 -$3.06K 0 – Closed
2033
P
Pitcairn
Pennsylvania
$0 -$1.78M 0 – Closed
2034
PAG
Private Advisory Group
Washington
$0 -$1.52M 0 – Closed
2035
RDWM
Red Door Wealth Management
Tennessee
$0 -$229K 0 – Closed
2036
RRCP
Rip Road Capital Partners
Massachusetts
$0 -$2.14M 0 – Closed
2037
RA
Rise Advisors
New York
$0 -$23.2K 0 – Closed
2038
RWM
Riverbend Wealth Management
South Carolina
$0 -$176K 0 – Closed
2039
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$0 -$32M 0 – Closed
2040
SP
Saranac Partners
$0 -$117K 0 – Closed
2041
SCHF (GPE)
SCHF (GPE)
Wyoming
$0 -$1.91M 0 – Closed
2042
SRL
Scientech Research LLC
New Jersey
$0 -$1.7M 0 – Closed
2043
SMA
Seven Mile Advisory
New Jersey
$0 -$390K 0 – Closed
2044
SSWG
Seven Springs Wealth Group
Tennessee
$0 -$74.6M 0 – Closed
2045
SWM
Shepherd Wealth Management
Ohio
$0 -$10.1M 0 – Closed
2046
SPA
Sherbrooke Park Advisers
New York
$0 -$226K 0 – Closed
2047
SCM
Silvant Capital Management
Georgia
$0 -$1.33M 0 – Closed
2048
SL
Siren LLC
Connecticut
$0 -$504K 0 – Closed
2049
SW
SkyOak Wealth
Michigan
$0 -$647K 0 – Closed
2050
SG
StoneX Group
New York
$0 -$1.89M 0 – Closed