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CNote is a financial technology company that helps corporations, foundations, institutions, and individuals put their cash and investments to work in communities across the United States. Through its cash management and fixed-income solutions, CNote empowers clients to deploy capital across a network of community banks, credit unions, Community Development Financial Institutions (CDFIs), Minority Depository Institutions (MDIs), CDFI loan funds, and other mission-driven financial institutions. Leading organizations including Apple, Mastercard, Nike, PayPal, Block, and others have used CNote to align their cash and investment strategies with broader community and economic development objectives, while meeting their liquidity, financial performance, and risk management objectives. CNote’s platform helps direct capital to financial institutions and community organizations that support small businesses, affordable housing, underserved communities, and local economic growth, making it easier for clients to pursue both financial and impact objectives through their cash and fixed-income allocations. Founded in 2016 by Catherine Berman, CEO, and Yuliya Tarasava, COO, CNote was created to make community finance more accessible, efficient, and scalable. CNote is a public benefit corporation and a Certified B Corporation headquartered in Oakland, California.

Website http://www.mycnote.com
Revenue $5.2 million
Employees 29 (13 on RocketReach)
Founded 2016
Phone +1 800-449-6275
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 Ally, SoFi, Wealthsimple, Betterment, Funding Circle UK, Uphold Inc., Kiva, Aspiration, First Trade Union Bank, 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.

13 people are employed at CNote.

CNote is based in Oakland, California.

Top CNote Employees

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