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Where finance meets impact.

  • 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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  • CNote Partners with Natural Capital Investment Fund

    CNote Partners with Natural Capital Investment Fund

    Fintech firm focused on financial inclusion partners to become new capital source for loan fund serving central Appalachia and the Southeast. CNote has entered into a partnership with the Natural Capital Investment Fund (NCIFund) that will allow NCIFund to access new investor capital aligned with NCIFund’s mission of catalyzing environmentally and socially responsible business development, sustainable…

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  • Impact Investing Glossary

    Impact Investing Glossary

    Core Financial Terms At times, personal finance can seem like a whirl of unfamiliar jargon. What are the distinctions between terms like ‘Impact Investing’ and ‘SRI’? We put together this glossary of terms as a reference point for anyone who is interested in learning more about the ins and outs of finance and impact investing…

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  • Meet Tysh Billingsley, The Cancer Survivor Who Brought Her Dream Business To Life

    Meet Tysh Billingsley, The Cancer Survivor Who Brought Her Dream Business To Life

    Before Tysh Billingsley was an entrepreneur, she was a dreamer. Literally. Tysh’s idea for her business, Finale, a popup wine and food experience centered around local art and music, came to her in a dream. According to Tysh, her dream was so vivid and full of sights and sounds that as soon as she woke…

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  • Positive and Negative Investment Screening Explained

    Positive and Negative Investment Screening Explained

    If you have explored socially responsible investing (SRI), then you might also be familiar with the concept of investment screening. Socially responsible investing, a form of impact investing, is a strategy used to align investments with social goals. Investors understand that their money can produce positive outcomes in more than just a financial sense by…

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  • Making an Impact: How to Invest in Community Development Financial Institutions (CDFIs)

    Making an Impact: How to Invest in Community Development Financial Institutions (CDFIs)

    Large banks and foundations have been investing in community development financial institutions (CDFIs) for decades. But until recently, investing in CDFIs was challenging and usually limited to all but experienced large banks, foundations, and some high-net-worth investors. Now technology platforms like CNote are allowing investors of all types to easily deploy capital across a diverse…

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