CB Resource

Irvine, United States Founded: 2011 • Age: 15 yrs Acquired By Stifel
Cloud-based regulatory solutions for banks are provided.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products 3 Services tracked
Competitors 11 Brand Intelligence

About CB Resource

CB Resource is a company based in Irvine (United States) founded in 2011 was acquired by Stifel in March 2024. CB Resource offers products and services including Fixed Income Trading, Credit Research, and Strategy and Analytics. CB Resource operates in a competitive market with competitors including Quantexa, ComplyAdvantage, Riskified, Alloy and Signifyd, among others.

  • Headquarter Irvine, United States
  • Sectors
    Technology
    Industrial Goods & Manufacturing Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Cb Resource Inc
Operational Areas
Technology → Enterprise Software & Productivity Solutions Unlock Sub-Sector Unlock Segment
Industrial Goods & Manufacturing → Security, Surveillance & Safety Systems Unlock Sub-Sector Unlock Segment
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Financial Services → Banking & Financial Institutions Unlock Sub-Sector Unlock Segment
Technology → Cybersecurity & Privacy Solutions Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • Acquired by
    Stifel

    (Mar 14, 2024)

Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • Full access to every database India & global coverage, advanced filters and rich profile details
  • Always-on access from your team account Single premium plan for everything you see on the portal

Products & Services of CB Resource

CB Resource offers a comprehensive portfolio of products and services, including Fixed Income Trading, Credit Research, and Strategy and Analytics.

Product name locked
Category locked
Primary

Platform for trading debt securities and derivatives

Product name locked
Category locked
Locked

Analysis of investment-grade and high-yield markets

Product name locked
Category locked
Locked

Tools for balance sheet optimization and risk management

Funding Insights of CB Resource

Premium access

Detailed funding history for CB Resource

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investors in CB Resource

CB Resource has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Stifel.

All
Institutional
Investor Description Founded Year Domain Location
Diversified investment management services are provided globally.
Locked Locked Locked
Premium access

Investor details for CB Resource

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by CB Resource

Investments
Premium access

Investment portfolio details for CB Resource

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Financial Statements - CB Resource

Premium access

Detailed financials for CB Resource

Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.

  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

Verified entity values are shown only after access is granted.

Cb Resource Comparisons

CB Resource Primary company
Description
Cloud-based regulatory solutions for banks are provided.
Location
Irvine, United States
Founded Year
2011
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
Premium access

Peer comparison for CB Resource

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

Verified entity values are shown only after access is granted.

+
Add Comparison
Available on Premium

Competitors of CB Resource

CB Resource operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Quantexa, ComplyAdvantage, Riskified, Alloy and Signifyd, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
AI-powered data and decision intelligence solutions are provided for businesses.
Locked Locked Locked
Cloud-based anti-money laundering solutions are provided for compliance.
Locked Locked Locked
AI-based fraud prevention for e-commerce payments is provided.
Locked Locked Locked
Identity decisioning platform is provided for banks and fintech firms.
Locked Locked Locked
Provider of fraud prevention and payment validation for online retailers
Locked Locked Locked
Cloud-based big data and fraud prevention solutions are offered.
Premium access

Detailed competitors of CB Resource

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on Cb Resource

Premium access

Complete news archive for CB Resource

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about CB Resource

CB Resource was founded in 2011.

CB Resource is headquartered in Irvine, United States. It is registered at Irvine, California, United States.

Jeff Rigsby is the current CEO of CB Resource.

CB Resource was founded in 2011 and is headquartered in Irvine, United States. Operations focus on the financial services sector, where cloud-based solutions for regulatory compliance are delivered to banks. Key offerings include CB Bank Analytics for customizable risk analysis, client support portals, and tools for strategic risk management planning. Standards for meeting regulatory requirements are supported, along with systems to identify, measure, and monitor risks.

CB Resource's top competitors include ComplyAdvantage, Riskified and Quantexa.

CB Resource offers Fixed Income Trading, Credit Research, and Strategy and Analytics.

CB Resource has 1 investor. Key investors include Stifel.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available