CNote was founded by Catherine Berman.

Who are CNote's investors?

CNote's investors include American Family Insurance Institute for Corporate and Social Impact, Astia, Band of Angels, BankTech Ventures, Commerce Ventures, Forefront Venture, Golden Seeds, InvestHER Ventures and 7 more.

CNote

also invests · investor profile

15 known investors

Find your way into CNote

48 people in our graph share verified history with the CNote team — schools, employers, funds. One of them is your warm intro.

Prashant Shahunlockedknows Catherine Berman · together at Astia (overlapped)

×10knows the team · via Astia

knows the team · via Global Brigades, Inc.

CNote is a cash management and fixed-income investing platform that channels deposits and investments into mission-driven financial institutions such as CDFIs, MDIs, and low-income designated banks and credit unions. It serves individual investors, corporations, and foundations across the US seeking FDIC- and NCUA-insured returns alongside measurable community impact.

Fintech Impact & Social Good

Founders & leadership

Catherine Berman inFounder & CEOCatherine Berman is a finance and fintech executive who previously held roles as Managing Director at Charles Schwab and Senior Vice President at Astia, a venture capital firm, and helped scale Global Brigades into a multimillion-dollar organization. She is founder and CEO of CNote, a cash management platform connecting investors with mission-driven financial institutions.

Investors · 15

American Family Insurance Institute for Corporate and Social ImpactMadison

AstiaSilicon Valley

Band of AngelsSilicon Valley

BankTech VenturesSandy

Commerce VenturesSan Francisco · $1M – $5M

Forefront VentureSeattlevia Phil Nadel · inferred

Golden SeedsFlushing · $250K – $2M

InvestHER VenturesChicago

ManchesterStory Group, LLCWest Des Moines

Oxonian VenturesPalo Alto

Rebalance Capital VenturesNew York

Silicon ValleyRedwood City · $25K – $50K

TBD AngelsNew York

37 AngelsreportedNew York · $25K

SixThirty VenturesreportedSt. Louis · $100K – $250K

Competitors · 4

by search overlap

Industries98 shared keywordsJ.P. Morgan is a global financial services firm serving corporations and individuals in more than 100 countries, offering investment research, tools, data, analytics, and advisory services. It supports institutional investors, asset and fund managers, hedge funds, broker dealers, and equity issuers with liquidity, fixed income strategies, and equity compensation solutions.

Urban Institute69 shared keywordsThe Urban Institute is a research and policy organization that produces data-driven analysis on social and economic issues such as housing, disaster response, early childhood education, healthcare access, and financial behavior. It partners with state and local leaders to translate evidence into policy action.

Corporatefinanceinstitute68 shared keywordsCorporate Finance Institute offers an online specialization program teaching finance professionals how to integrate environmental, social, and governance (ESG) factors into financial analysis, valuation, and investment decision-making. The program covers ESG frameworks, sustainability integration, greenhouse gas accounting, and climate risk management across eight core courses.

CapShift57 shared keywordsCapShift is an impact investing platform that helps individuals, families, and financial advisors identify and manage charitable investments aligned with their goals. The company serves families, donor-advised fund providers, and wealth advisors seeking simplified access to rigorously researched impact investment opportunities.

Companies competing with CNote for the same Google search keywords, organic and paid, via search-intersection analysis.

Frequently asked questions

What does CNote do?: CNote is a cash management and fixed-income investing platform that channels deposits and investments into mission-driven financial institutions such as CDFIs, MDIs, and low-income designated banks and credit unions. It serves individual investors, corporations, and foundations across the US seeking FDIC- and NCUA-insured returns alongside measurable community impact.
Who founded CNote?: CNote was founded by Catherine Berman.
Who are CNote's investors?: CNote's investors include American Family Insurance Institute for Corporate and Social Impact, Astia, Band of Angels, BankTech Ventures, Commerce Ventures, Forefront Venture, Golden Seeds, InvestHER Ventures and 7 more.