About CNote
CNote is a Technology company based in Oakland (United States) founded in 2016 by Catherine Berman and Yuliya Tarasava. Fixed income investments for community development are enabled online. CNote has raised $33.67 million across 18 funding rounds from investors including Merck, American Family Insurance Institute for Corporate and Social Impact and Astia. Its chief executive, as recorded, is Catherine Berman. CNote offers products and services including Cash Management Solutions and Fixed-Income Offerings. Its focus areas include FinTech, Investment Tech, Online Trading Platforms and Fixed Income. Its legal entity is CNOTE GROUP, INC.
Company details
CNote was founded in 2016 in Oakland, United States, as an online platform in the fintech sector. Investments are directed toward fixed income opportunities that support community development projects. Funds saved by users are lent to initiatives generating social impact, with medium-term options providing quarterly liquidity. Operations focus on accessible savings alternatives for impact-driven lending.
- Headquarters Oakland, United States
- Founders Catherine Berman, Yuliya Tarasava
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website mycnote.com
- Social LinkedIn X YouTube
- Legal Name Cnote Group, Inc.
- Total Equity Funding$33.67M (USD)
in 18 rounds
- InvestorsMerck
& 15 more
Products & Services of CNote
CNote offers a comprehensive portfolio of products and services, including Cash Management Solutions and Fixed-Income Offerings.
Provides FDIC-insured accounts for secure returns and community impact.
Offers potential returns while funding affordable housing and small businesses.
Apps and channels of CNote
its YouTube channel CNote has 84 subscribers and 23 videos.
Videos from CNote
The most watched videos on CNote's YouTube channel, CNote (84 subscribers). Click a video to play it here.
More on CNote.
Funding Insights of CNote
CNote has successfully raised a total of $33.67M across 18 strategic funding rounds. 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 $33.67M
- Total Rounds 18
- First Round $75,000
(Aug 2016)
- Investors Count 16
Latest 10 of 18 funding rounds of CNote with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2026 | $8M | Series B | – | – | – |
| Aug 2024 | $500,000 | Series B | – | – | – |
| Aug 2024 | $100,000 | Debt – Conventional | – | – | – |
| Jul 2024 | $77,169 | Debt – Conventional | – | – | – |
| Jun 2024 | $3.73M | Series B | – | – | – |
| May 2024 | $1.1M | Series B | – | – | – |
| Apr 2024 | $301,991 | Series B | – | – | – |
| Mar 2024 | $212,545 | Series B | – | – | – |
| Jan 2024 | $263,458 | Series B | – | – | – |
| Sep 2022 | $20M | Series B | – | American Family Insurance Institute for Corporate and Social Impact |
16 investors in total: 16 institutional.
Investors in CNote
CNote has secured backing from 16 investors, including venture fund and institutional investors. Prominent investors backing the company include Merck, American Family Insurance Institute for Corporate and Social Impact and Astia.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| amfaminstitute.com | ||||
Women-led startups are funded through stage-agnostic investments and angel networks. | astia.org | San Francisco, United States | ||
| banktechventures.com | ||||
Investment in retail and financial services technologies. | commerce.vc | |||
Growth equity investments are targeted by The Artemis Fund. | theartemisfund.com | Houston, United States | ||
BLD Ventures is engaged in venture capital and real estate investments. | 2022 | bldventures.com | Costa Mesa, United States | |
Tech & Life-Sciences focused VC Firm investing in the US | goldenseeds.com | New York, United States | ||
Venture capital fund focused on multiple sectors | lateralcapital.com | Sarasota, United States | ||
| manchesterstory.com | ||||
| cityrock.vc |
Investor details for CNote
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of CNote
19 people are tracked at CNote (11 in leadership, 8 in team).
| Name | Role | Group |
|---|---|---|
Catherine Berman | Co-Founder & CEO | Leadership |
Yuliya Tarasava | Co-Founder & COO | Leadership |
Cat Berman | CEO & co-Founder | Leadership |
Julia Phipps | Vice President - Investments | Leadership |
Barãta A Bey | Director of Community Finance | Leadership |
Aimeelene G. | Chief Product Officer | Leadership |
Candice Carr | Vice President, Legal & Government Affairs | Leadership |
Yulilya Tarasava | COO & Co-Founder | Leadership |
Tammy V. | Vice President, Partnership Engagement | Leadership |
Tamra Thetford | Vice President Of Impact Evaluation | Leadership |
Matt Royles | Director Of Partner Development | Leadership |
Cheung Tam | Product | Team |
Danielle Burns, MBA, BCF™ | Cnote Advisor: Markets And Inclusion | Team |
Alex Dang | Advisor | Team |
Jannine Eballe | Executive Assistant | Team |
Sharon Vosmek | Investor & Board Observer | Team |
Tina Kobetsky | Senior Advisor | Team |
D.j. Martin | Investor | Team |
Tara Greco | Investor | Team |
Complete people profiles for CNote
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of CNote
3 dated milestones of CNote across 10 years, from founding to its latest funding, stage changes and deals.
- Founded CNote is founded.
- Funding First funding round of $75K.
- Funding Latest funding round, Series B,.
Web traffic of CNote
The website of CNote (mycnote.com) receives about 7.6K visits a month.
- Monthly visits7.6K
▲ 10% vs previous month
Websites whose visitors overlap most with CNote. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| impactassets.org | 100% | 30.5K | #1,025,533 | View details | |
| capitalfundlaw.com | 90% | #6,014,094 | View details | ||
ventureneer.com | ventureneer.com | 29% | #6,806,956 | – | |
wbecsouth.org | wbecsouth.org | 27% | #7,719,304 | – | |
generocity.org | generocity.org | 25% | #3,613,831 | – |
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as CNote (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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.
- 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
Related news about Cnote
Complete news archive for CNote
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 CNote
CNote was founded in 2016.
CNote is headquartered in Oakland, United States. It is registered at Oakland, California, United States.
Catherine Berman is the CEO of CNote, as recorded in our data. They have also founded this company.
CNote is a funded company, having raised a total of $33.67M across 18 funding rounds to date. The company's 1st funding round was a Series B of $20M, raised on Aug 2016.
CNote was founded in 2016 in Oakland, United States, as an online platform in the fintech sector. Investments are directed toward fixed income opportunities that support community development projects. Funds saved by users are lent to initiatives generating social impact, with medium-term options providing quarterly liquidity. Operations focus on accessible savings alternatives for impact-driven lending.
CNote offers Cash Management Solutions and Fixed-Income Offerings.
CNote has 16 investors. Key investors include Merck, American Family Insurance Institute for Corporate and Social Impact, Astia, BankTech Ventures, and Commerce Ventures.
CNote operates through Cnote Group, Inc..