The Story of CNote

About Us

CNote was founded on two core principles. That financial products should not just serve a wealthy few, and that financial prosperity doesn’t have to be a zero sum game; you can make money and do good at the same time.

about

CNote was chosen as the 2017 Best Startup Pitch Company after besting ten of the best companies during the first SXSW Super Accelerator Pitch Competition.

Our co-founders, Catherine & Yuliya know what it is like to feel like you are on the outside looking in. Between them they have decades of experience at venture capital, private equity, and other large investment firms across the world. They saw first hand how many financial innovations were focused on making wealthiest 1% even wealthier. They also felt what it was like to be an outsider in an industry dominated by men. Many of the complex products they worked on required a ‘seat at the table,’ or a country club membership, to invest in.

CNote was created to address these inequities.

To deliver great financial products to everyone, including women, minorities, and those often forgotten by Wall Street. We believe that people saving to buy their first home deserve access to the same kind of financial products as someone buying their second penthouse. For too long the world of finance has served a select few. We believe in equal opportunity for wealth - that everyone, through hard work and proper planning, should have access to financial prosperity.

That’s why our first product, CNote savings, focuses on one of the most fundamental parts of financial literacy: building your savings. It is hard to get ahead if your savings account is regularly pruned by hidden fees and your return is .06% a year. That is why all of CNote’s products have no hidden fees. While Wall Street is intentionally opaque and complex, we make financial products that are transparent and easy to understand.

We invest in community-focused projects that help build up the communities you live and work in. Your investments in CNote grow small businesses, build affordable housing, and help underserved communities thrive. Economic prosperity should not be off limits because of your zip code or how wealthy your parents are. It’s a virtuous cycle, the money you invest in CNote grows communities across the country and helps fuel the real engine of growth - the small business. Those success stories lead to more jobs, more income, and more wealth for you, the CNote customer.


Great returns. Tangible impact. Happy you.

Meet the Founders

  • Catherine Berman

    Co-Founder, CEO

  • Yuliya Tarasava

    Co-Founder, COO

Ready to put your savings to work for good?