CNote

CNote is a California-based fintech platform that provides solutions such as wealth management and financial planning for individuals and businesses.

Business Model: B2B

Revenue: $2.4M

Employees: 11-50

Detailed CNote Information

Geographic Data

CNote headquarters map

Address: 2323 Broadway

City: Oakland

State: CA

Zip: 94612

Country: US

Financial Info

Stage:

seed

Raised Last:

$3M

Raised Total:

$18M

Metrics

4,241,211Website Global Rank

2,540Website Monthly Traffic

Twitter Followers

Description

CNote is a California-based fintech platform that provides solutions such as wealth management and financial planning for individuals and businesses.

Contact Phone:
+15108981837

Contact Email:

Announced Date Company Transaction Money Raised
Announced Date Transaction Number of Investors Money Raised Lead Investors
12/2017 Angel Round $0 Astia Angels
37 Angels
Band of Angels
Golden Angels Investors
InvestHER Ventures
ONE WORLD Impact Investments LLC
Oxford Angel Fund
Pipeline Angels
Astia Angels
37 Angels
Band of Angels
Golden Angels Investors
InvestHER Ventures
ONE WORLD Impact Investments LLC
Oxford Angel Fund
Pipeline Angels
8/2020 Seed Round 6 $3M Hatzimemos / Libby
ManchesterStory Group
Lateral Capital
SixThirty
The Artemis Fund
Clearstone
ManchesterStory Group
Hatzimemos / Libby
ManchesterStory Group
Lateral Capital
SixThirty
The Artemis Fund
Clearstone
ManchesterStory Group
9/2022 Series A $0 American Family Insurance Institute for Corporate and Social Impact
Astia
BankTech Ventures
BLD Brands
CityRock Venture Partners
Clearstone
Commerce Ventures
Golden Seeds
Hatzimemos / Libby
Lateral Frontiers
ManchesterStory Group
Oxford Angel Fund
The Artemis Fund
American Family Insurance Institute for Corporate and Social Impact
Astia
BankTech Ventures
BLD Brands
CityRock Venture Partners
Clearstone
Commerce Ventures
Golden Seeds
Hatzimemos / Libby
Lateral Frontiers
ManchesterStory Group
Oxford Angel Fund
The Artemis Fund
1/2019 Seed Round 1 - ONE WORLD Impact Investments LLC
ONE WORLD Impact Investments LLC
12/2018 Convertible Note $1.1M
1/2017 Debt $13.5M
7/2020 Equity $25k Tuck Social Venture Fund
8/2020 Equity $3M ManchesterStory
The Artemis Fund
SixThirty Ventures, LLC
H/L Ventures
Clearstone Capital
Lateral Capital
2/2017 Debt Financing $13.5M
8/2022 Series A $7.2M American Family Insurance Institute for Corporate
Social Impact
BankTech Ventures
Commerce Ventures
12/2016 Seed Round 1 - ONE WORLD Impact Investments LLC
ONE WORLD Impact Investments LLC
10/2019 Pre Seed Round 1 - Hatzimemos / Libby
Hatzimemos / Libby
8/2016 Debt Financing $75k
5/2016 Seed Round 2 - PayPal
Village Capital
PayPal
Village Capital
10/2019 Pre Seed Round 1 - Hatzimemos / Libby
Hatzimemos / Libby
1/2019 Seed Round 1 - ONE WORLD Impact Investments LLC
ONE WORLD Impact Investments LLC
12/2017 Angel Round 8 $1.6M Astia Angels
37 Angels
Astia Angels
37 Angels
12/2016 Seed Round 1 -
5/2016 Seed Round 2 - PayPal
Village Capital
PayPal
Village Capital
Announced Date Name Price

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