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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
2051
RG
RHL Group
Michigan
$0 -$1.28M 0 – Closed
2052
RA
RiverPark Advisors
New York
$0 -$92.6K 0 – Closed
2053
RWM
RMG Wealth Management
Wisconsin
$0 -$60.4K 0 – Closed
2054
RWA
Rooted Wealth Advisors
Illinois
$0 -$241K 0 – Closed
2055
RJA
Ross\Johnson & Associates
Minnesota
$0 -$167 0 – Closed
2056
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$0 -$1.88M 0 – Closed
2057
SHF
Safe Harbor Fiduciary
Florida
$0 -$37K 0 – Closed
2058
SIC
Sage Investment Counsel
Tennessee
$0 -$184K 0 – Closed
2059
SageView Advisory Group
SageView Advisory Group
California
$0 -$532K 0 – Closed
2060
SM
Salzhauer Michael
$0 -$321K 0 – Closed
2061
SL
Sentinus LLC
Illinois
$0 -$476K 0 – Closed
2062
SSA
Shepherd Street Advisors
California
$0 -$466K 0 – Closed
2063
SP
Sherman Porfolios
Idaho
$0 -$731K 0 – Closed
2064
SSA
Sierra Summit Advisors
Nevada
$0 -$700K 0 – Closed
2065
SIG Brokerage
SIG Brokerage
New York
$0 -$814K 0 – Closed
2066
SVCP
Silicon Valley Capital Partners
California
$0 -$11.8K 0 – Closed
2067
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$0 -$43M 0 – Closed
2068
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$0 -$209K 0 – Closed
2069
SCM
Steele Capital Management
Iowa
$0 -$281K 0 – Closed
2070
SEA
Stegent Equity Advisors
Texas
$0 -$303K 0 – Closed
2071
S
Sunpointe
Missouri
$0 -$219K 0 – Closed
2072
SI
Symmetry Investments
Jersey
$0 -$190K 0 – Closed
2073
TA
Tectonic Advisors
Texas
$0 -$240K 0 – Closed
2074
Temasek Holdings
Temasek Holdings
Singapore
$0 -$747K 0 – Closed
2075
TCM
Topline Capital Management
California
$0 -$42.5M 0 – Closed