This week marks another birthday for CNote—and with it, a moment to reflect on how far we’ve come, the momentum we’ve built, and where we’re heading next.
From an early vision of financial innovation for good, CNote has grown into a trusted platform for values-aligned investing—serving institutional and individual clients, expanding our suite of products, and offering new ways to earn competitive returns while driving meaningful change.
As we gather next week for our team building and strategy retreat, we’ll be celebrating the hard work, collaboration, and creativity that brought us to this moment—and the big year we just wrapped.
Major Milestones We’re Celebrating
Over the years, CNote has seen record growth and milestones:
- Welcomed marquee clients including Patagonia, Airbnb, Nike, MasterCard, Sierra Foundation, and The San Francisco Foundation.
- Expanded investor access, supporting both accredited and unaccredited investors across our growing product line.
- Creating the Easy Button for Impact Cash: Delivering next-day liquidity and up to $100M in FDIC / NCUA coverage
- Access to over 1,000 financial institutions, including CDFI banks, credit unions, and other mission-aligned partners.
- Continued platform innovation, streamlining how clients manage cash and deploy capital efficiently at scale through new products like ImpactFlex Investing where individuals and institutions can choose where their investments go.
Competitive Yields, Strong Performance
With interest rates elevated, our insured cash solutions offer competitive returns—without sacrificing the security or transparency clients expect. Our fixed-income offerings continued to demonstrate the durability and consistency that investors seek in a volatile market. To date, CNote is on track to prevail zero losses throughout our products.
For clients managing liquidity, balancing short-term return expectations, and fulfilling their values-driven mandates, CNote’s performance has been a standout.
As we look ahead, we expect to see the same growth and impact in our products.
Looking Ahead
As we step into another year, our focus is clear: keep building. We’ll continue to evolve our offerings, deliver strong financial outcomes, and expand access to capital in a way that meets the moment—economically, technologically, and ethically.
Next week, as we meet in person for our team retreat, we’re excited to celebrate the milestones, toast the wins, and set our sights on the road ahead.
Here’s to What We’ve Built—and What’s Coming Next
Thank you to our incredible clients, community finance partners, team members and larger community who have helped fuel CNote’s growth year after year. We have accomplished a lot together and have an even more timely and critical road ahead.
Let’s keep going.
