Clearinghouse CDFI

Lake Forest, United States Founded: 1996 • Age: 30 yrs
Diversified lending services are provided by this non-banking financial institution.
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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
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Clearinghouse Community Development Financial Institution
Operational Areas
Financial Services → FinTech & Digital Finance
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • 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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Provides direct loans for community development projects

Offers equity for affordable housing initiatives

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.

  • Total Funding
  • Total Rounds 31
  • Last Round Series C — $35.0M
  • First Round

    (16 Sep 2009)

  • Investors Count 31
Date Amount Transaction Name Valuation Lead Investors Investors
Aug, 2025 Amount Series C - Clearinghouse CDFI Valuation

investors

Feb, 2025 Amount Series B - Clearinghouse CDFI Valuation

investors

Jan, 2024 Amount Series B - Clearinghouse CDFI Valuation Sunwest Bank
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Commercial banking services are offered to businesses and individuals.
Founded Year Domain Location
Commercial bank offering loans, checking, and online banking services.
Founded Year Domain Location
Commercial banking services are offered to businesses and individuals.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Clearinghouse CDFI

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Clearinghouse CDFI

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Clearinghouse Cdfi Comparisons

Employees
+
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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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Integrated financial services are provided for businesses and individuals.
domain founded_year HQ Location
Provider of asset-based, supply chain, and invoice financing solutions
domain founded_year HQ Location
Offers customized capital and lending products to support business growth needs.
domain founded_year HQ Location
Credit-focused alternative asset management firm
domain founded_year HQ Location
Private debt investments are managed for U.S. middle market companies.
domain founded_year HQ Location
Financial and wealth management services are provided worldwide.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Clearinghouse Cdfi

Frequently Asked Questions about Clearinghouse CDFI

When was Clearinghouse CDFI founded?

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

Where is Clearinghouse CDFI located?

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

Is Clearinghouse CDFI a funded company?

Clearinghouse CDFI is a funded company, having raised a total of $57.63M across 31 funding rounds to date. The company's 1st funding round was a Series B of $350K, raised on Sep 16, 2009.

How many employees does Clearinghouse CDFI have?

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

What does Clearinghouse CDFI do?

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.

Who are the top competitors of Clearinghouse CDFI?

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

What products or services does Clearinghouse CDFI offer?

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

Who are Clearinghouse CDFI's investors?

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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