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Where finance meets impact.

  • CNote’s Q4 2019 Impact Metrics

    CNote’s Q4 2019 Impact Metrics

    We know one of the main reasons you invest with CNote, is because of the impact your investment has. We’re proud to share our Q4 2019 impact data. In Q4 2019, our members helped create/maintain 260 jobs! Over half of all invested capital was deployed with minority-led businesses. If you’d like to see our annual impact…

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  • CNote Launches Promise Account

    CNote Launches Promise Account

    Today, CNote has officially launched The Promise Account, a cash solution that optimizes for impact and return, while being fully insured. You can learn more on the product page and read pre-launch coverage from Impact Alpha. CNote’s Promise Account Taps Power of Cash for Competitive Returns + Social Impact New insured cash solution shifts capital…

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  • CNote CEO Catherine Berman Selected for InvestmentNews’ 2020 Icons and Innovators List

    CNote CEO Catherine Berman Selected for InvestmentNews’ 2020 Icons and Innovators List

    The entire CNote team is proud to announce that Cat Berman, our brave and inspiring leader, was selected as one of ten innovators driving change in the financial services industry! Read the full release below.   OAKLAND, Calif., February 13, 2020 (Newswire.com) –​​​​InvestmentNews has recognized Catherine Berman as a 2020 Icons and Innovators honoree. Catherine was…

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  • CNote’s platform makes it seamless.

    CNote’s platform makes it seamless.

    “CNote gave us a simple, scalable way to support our mission while maintaining financial returns. For corporations seeking to make a meaningful difference, this approach offers a powerful way to create stronger, healthier communities without compromising on performance.” — Jeffrey Whitford, Vice President, Sustainability & Social Business InnovationLife Science | Strategy & Transformation, A business…

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  • List of 2020 Institutional Impact Investing Conferences

    List of 2020 Institutional Impact Investing Conferences

    We’ve rounded up some of the largest Impact Investing events around the United States for institutions and those in financial services that are interested in learning more about effecting change with their dollars. These events afford great opportunities to learn from and collaborate with like-minded investors in an inspiring setting. We hope to see you…

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  • CNote Quarterly Impact Report Q4 2019

    CNote Quarterly Impact Report Q4 2019

    Download and view CNote’s Q4 Impact Report. In this report you’ll see: An update from the CNote CEO Details on our quarterly impact Updates on new partners and products Example of a recent impact story

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  • What You Need to Know About Social Investment

    What You Need to Know About Social Investment

    Social investment, also known as socially responsible investing, social investing, and impact investing, allows investors to align their values with investment strategies that positively impact social issues while generating a financial return. Social problems such as natural resource preservation, better education and healthcare, animal welfare, corporate responsibility, inequality, and climate change are attracting those that…

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  • CNote’s Wisdom Fund allows me to make a tangible impact while staying true to my investment principles

    CNote’s Wisdom Fund allows me to make a tangible impact while staying true to my investment principles

    “As an investor focused on women’s empowerment and financial independence, I see the Wisdom Fund as a values-aligned opportunity to put capital towards solutions that challenge existing biases in finance. It’s not just about returns; it’s about supporting entrepreneurs, particularly women and People of Color, who lack the traditional networks and backgrounds to open doors.…

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  • Change Makers Interview: Sonya Dreizler of Solutions With Sonya

    Change Makers Interview: Sonya Dreizler of Solutions With Sonya

    Sonya Dreizler has made a career of helping people and institutions align their investments with their values. The speaker, author, consultant and all-around subject matter expert is the founder of Solutions With Sonya, a company that helps financial services firms to drive successful rollout and adoption of impact investing, SRI, and ESG solutions. Sonya is…

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  • Change Makers Interview: Marco Vangelisti

    Change Makers Interview: Marco Vangelisti

    When Marco Vangelisti, a member of a successful investment management team, peeked under the hood of the investment portfolio the team was managing, he was shocked to learn that some of the best-performing stocks in the portfolio were funding the destruction of hundreds of thousands of acres of orangutan-inhabited rainforest in Southeast Asia. Marco left…

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