CNote: Detailed Company Information & Corporate Profile
Summary
CNote is a finance company headquartered in Oakland, CA that specializes in impact investing and financial inclusion through donor advised funds, foundations, community investment initiatives, ESG, SRI, and CDFI programs. Founded in 2016, the firm operates with 10-50 employees and generates revenue between $10 million and $50 million.
CNote’s executive team features CEO Catherine Berman, Vice President of Impact Evaluation Tamra Thetford, Vice President of Investments Julia Phipps, Chief Product Officer Aimeelene Gaspar, VP Engineering Nikhil Desai, Growth & Marketing Strategy Kyle Overman, Co‑Founder and COO Yuliya Tarasava, Director of Partner Development Matt Royles, and others such as Investor Katheline Coleman and Principal Architect Rod Morison.
| CNote Website | mycnote.com |
| Industries | |
| CNote Headquarters Address | Oakland, CA, US |
| Company Size | 10-50 employees |
| Specialities & Services | impact investing, financial inclusion, investing, foundations, donor advised funds, esg, sri, social impact, community investing, CDFIs |
| Founded | 2016 |
| Estimated Annual Revenue | $10M - 50M |
| Updated: | 2026-09-29 |
CNote Org Chart
Chief Executive Officer
Chief Executive Officer
C-Level
Estimated Website Traffic
The chart shows a growth in traffic to the mycnote.com website. In August, traffic increased to 12414, compared to 12368 in the previous month. The highest traffic in 2026 was recorded in January, reaching 14901 visits.
Workforce Turnover
Number of employees switched from or switched to
Length of Employment
CNote's workforce includes employees across a wide range of tenure levels.
9% have been with the company for 1 to 2 years18% have been with the company for 3 to 4 years45% have been with the company for 5 to 7 years18% have been with the company for 8 to 10 years9% have been with the company for more than 11 years
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CNote Corporate Information: FAQ
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