Clearinghouse CDFI

Lake Forest, United States Founded: 1996 • Age: 30 yrs
Diversified lending services are provided by this non-banking financial institution.
Annual revenue - Latest available
Total funding $57.6M 31 rounds
Employees 43 Tracked headcount
Investors 31 Known backers
Products 3 Services tracked
Competitors 9 Brand Intelligence

About Clearinghouse CDFI

Clearinghouse CDFI is a company based in Lake Forest (United States) founded in 1996. Clearinghouse CDFI has raised $57.63 million across 31 funding rounds from investors including State Bank of India, Charles Schwab and PNC. The company has 43 employees as of December 31, 2022. Clearinghouse CDFI offers products and services including Loans, Equity Investments, and New Markets Tax Credits. Clearinghouse CDFI operates in a competitive market with competitors including Moniepoint, eCapital, White Oak Global Advisors, Benefit Street Partners and Golub Capital, among others.

  • Headquarter Lake Forest, United States
  • Employees 43 as on 31 Dec, 2022
  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
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  • Website
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  • Social
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  • Legal Name Clearinghouse Community Development Financial Institution
Operational Areas
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $57.63 M (USD)

    in 31 rounds

  • Latest Funding Round
    $35 M (USD), Series C

    Aug 07, 2025

  • Investors
  • Employee Count
    43

    as on Dec 31, 2022

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Products & Services of Clearinghouse CDFI

Clearinghouse CDFI offers a comprehensive portfolio of products and services, including Loans, Equity Investments, and New Markets Tax Credits.

Product name locked
Category locked
Primary

Provides direct loans for community development projects

Product name locked
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Offers equity for affordable housing initiatives

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Facilitates tax credits for economic development

People of Clearinghouse CDFI

Headcount 10-50
Employee Profiles 32
Board Members and Advisors 15
Employee Profiles
People
Katelyn Phinney
Marketing Associate
People
Lisa Van Ella
Business Development Officer, Arizona Specialist
People
Jay Harrison
CIO
People
Kathy Bonney
Chief Administrative Officer

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Board Members and Advisors
people
Claudia Lima
Board Member
people
Sherri Scott
Board Member
people
Brian Riley
Board Member
people
Lisa Dancsok
Board Member

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Funding Insights of Clearinghouse CDFI

Clearinghouse CDFI has successfully raised a total of $57.63M across 31 strategic funding rounds. The most recent funding activity was a Series C round of $35 million completed in August 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in Clearinghouse CDFI

Clearinghouse CDFI has secured backing from 31 investors, including institutional investors. Prominent investors backing the company include State Bank of India, Charles Schwab and PNC.

All
Institutional
Investor Description Founded Year Domain Location
Commercial banking services are offered to businesses and individuals.
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Commercial bank offering loans, checking, and online banking services.
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Commercial banking services are offered to businesses and individuals.
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Investor details for Clearinghouse CDFI

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

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  • Investor locations
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Investments & Acquisitions by Clearinghouse CDFI

Investments
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Investment portfolio details for Clearinghouse CDFI

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  • Transaction dates
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  • Investment values

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Financial Statements - Clearinghouse CDFI

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Detailed financials for Clearinghouse CDFI

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  • Profit trends
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Clearinghouse Cdfi Comparisons

Clearinghouse CDFI Primary company
Description
Diversified lending services are provided by this non-bankin...
Location
Lake Forest, United States
Founded Year
1996
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
43
As of 2022
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Peer comparison for Clearinghouse CDFI

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Competitors of Clearinghouse CDFI

Clearinghouse CDFI 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 Moniepoint, eCapital, White Oak Global Advisors, Benefit Street Partners and Golub Capital, among others.

Company Name Domain Founded year HQ Location Description
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Integrated financial services are provided for businesses and individuals.
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Provider of asset-based, supply chain, and invoice financing solutions
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Offers customized capital and lending products to support business growth needs.
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Credit-focused alternative asset management firm
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Private debt investments are managed for U.S. middle market companies.
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Financial and wealth management services are provided worldwide.
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Detailed competitors of Clearinghouse CDFI

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Latest news on Clearinghouse Cdfi

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Complete news archive for Clearinghouse CDFI

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Frequently Asked Questions about Clearinghouse CDFI

Clearinghouse CDFI was founded in 1996 and raised its 1st funding round 13 years after it was founded.

Clearinghouse CDFI is headquartered in Lake Forest, United States. It is registered at Lake Forest, California, United States.

Clearinghouse CDFI is a funded company, having raised a total of $57.63M across 31 funding rounds to date.

As of Dec 31, 2022, the latest employee count at Clearinghouse CDFI is 43.

Clearinghouse CDFI was established in 1996 in Lake Forest, United States, as a non-banking financial institution. Focus is placed on diversified lending activities within the community development finance sector. Operations involve offering loans and financial support to underserved markets across the country. Services encompass various credit products aimed at economic inclusion, with oversight from regulatory frameworks applicable to CDFIs. The entitys domain, clearinghousecdfi.com, facilitates access to these resources.

Clearinghouse CDFI's top competitors include eCapital, Golub Capital and Moniepoint.

Clearinghouse CDFI offers Loans, Equity Investments, and New Markets Tax Credits.

Clearinghouse CDFI has 31 investors. Key investors include State Bank of India, Charles Schwab, PNC, US Bank, and Huntington National Bank.

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