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CNote is an AI-powered cash management platform unlocking the trillion dollar community finance sector to help corporations, foundations and individuals achieve better returns and liquidity while driving positive community development. Corporate leaders including Apple, Mastercard, Patagonia, PayPal and Netflix use CNote’s platform to advance their diversity, equity and inclusion goals by authentically supporting low-income communities and communities of color. They earn returns comparable to what conventional products yield—while providing essential capital to minority depository institutions (MDIs), community development financial institutions (CDFIs), low-income designated (LID) credit unions and other impact finance organizations. Individuals can also invest through the platform to support an economy that works for everyone. CNote founders Catherine Berman, CEO, and Yuliya Tarasava, COO, launched CNote in 2016 with a mission to close the wealth gap through financial innovation. Based in Oakland, California, CNote is a Certified B Corporation and is GIIRS rated.

Website http://www.mycnote.com
Revenue $5.2 million
Employees 31 (17 on RocketReach)
Founded 2016
Phone (800) 449-6275
Technologies
Industry Financial Services, Impact Investing, Finance, Financial Inclusion, Investing, Lending and Investments, Foundations, Software, Donor Advised Funds, Esg, Sri, Social Impact, Community Investing, CDFIs
Keywords Impact Investing, Women Led Business, Community Development, Financial Technology, Financial Inclusion, Sustainable Finance, Social Impact Bonds, Economic Empowerment, Mission Driven Investing, Ethical Investing, Alternative Investments, Technology Platform, Responsible Investing, Corporate Social Responsibility, Fixed Income, Online Investing, Environmental Social Governance, Debt Investments
Competitors Betterment, Ally, SoFi, LendingClub, Wealthsimple, Funding Circle UK, Aspiration, Kiva, Uphold Inc., Marcus +37 more (view full list)

CNote Questions

The CNote annual revenue was $5.2 million in 2026.

Catherine Berman is the CEO of CNote.

17 people are employed at CNote.

CNote is based in Oakland, California.

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