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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
PCMU
Paragon Capital Management (Utah)
Utah
$0 -$1.82M 0 – Closed
2027
PGWM
Parisi Gray Wealth Management
New Jersey
$0 -$276K 0 – Closed
2028
Park National Corp
Park National Corp
Ohio
$0 -$278K 0 – Closed
2029
PCM
Penn Capital Management
Pennsylvania
$0 -$12.9M 0 – Closed
2030
PCP
Perbak Capital Partners
United Kingdom
$0 -$327K 0 – Closed
2031
PFW
Petros Family Wealth
Minnesota
$0 -$360K 0 – Closed
2032
PA
PharVision Advisers
Florida
$0 -$930K 0 – Closed
2033
PJC
Phillip James Consulting
Minnesota
$0 -$10K 0 – Closed
2034
PWM
Pinnacle Wealth Management
California
$0 -$1.86M 0 – Closed
2035
PCM
Pinnbrook Capital Management
New York
$0 -$1.37M 0 – Closed
2036
PAI
Pittenger & Anderson Inc
Nebraska
$0 -$3.8K 0 – Closed
2037
PBCM
Point Break Capital Management
Florida
$0 -$3.62M 0 – Closed
2038
PCM
Pointe Capital Management
Michigan
$0 -$484K 0 – Closed
2039
PCP
Polunin Capital Partners
United Kingdom
$0 -$110K 0 – Closed
2040
PWG
Portside Wealth Group
Utah
$0 -$519K 0 – Closed
2041
PPWP
Premier Path Wealth Partners
New Jersey
$0 -$274K 0 – Closed
2042
PWP
Principle Wealth Partners
Connecticut
$0 -$213K 0 – Closed
2043
PWAM
Private Wealth Asset Management
Iowa
$0 -$516 0 – Closed
2044
PWP
Pursue Wealth Partners
California
$0 -$341K 0 – Closed
2045
QWM
Quadcap Wealth Management
Texas
$0 -$213K 0 – Closed
2046
QA
Quattro Advisors
Pennsylvania
$0 -$9.53K 0 – Closed
2047
RFG
Range Financial Group
Oregon
$0 -$1.48M 0 – Closed
2048
RIA
Realta Investment Advisors
Delaware
$0 -$961K 0 – Closed
2049
RWMG
Redwood Wealth Management Group
New Jersey
$0 -$216K 0 – Closed
2050
RAM
Reflection Asset Management
South Carolina
$0 -$27.5K 0 – Closed