Insights

Sustainable Banking Focus Beneficial State Bank’s emphasis on environmental and social sustainability, combining community development with responsible banking, presents opportunities to offer eco-friendly financial products or impact investment solutions tailored to their mission-driven approach.

Underserved Market Engagement With a clear focus on providing access to financial services for underserved communities, there is a potential to introduce innovative digital banking platforms, financial literacy tools, or specialized services designed to meet the needs of traditionally underbanked populations.

Technology Utilization Utilizing a tech stack that includes Fiserv, Smartsheet, and ClickUp indicates openness to technological enhancement; solutions that improve operational efficiency or customer experience in compliance and community engagement could align well with their current infrastructure.

Growth and Promotion Recent leadership promotions and a steady revenue stream suggest an active growth phase, offering opportunities to propose scalable banking solutions, non-profit partnership tools, or staff training services to support expansion and organizational effectiveness.

Competitive Positioning As a niche player among other mission-driven financial institutions with a strong community focus, positioning solutions that strengthen their community engagement or enhance transparency could help differentiate Beneficial State Bank within the social banking sector.

Beneficial State Bank Tech Stack

Beneficial State Bank uses 8 technology products and services including Microsoft Excel, Microsoft Word, Microsoft Windows, and more. Explore Beneficial State Bank's tech stack below.

  • Microsoft Excel
    Editors
  • Microsoft Word
    Office Suites
  • Microsoft Windows
    Operating Systems
  • Zelle
    Payment Processing
  • Fiserv
    Payment Processing
  • Smartsheet
    Project Management
  • ClickUp
    Project Management
  • On-Site
    Real Estate Property Management

Beneficial State Bank's Email Address Formats

Beneficial State Bank uses at least 1 format(s):
Beneficial State Bank Email FormatsExamplePercentage
FLast@beneficialstate.comJDoe@beneficialstate.com
98%
FirstLast@beneficialstate.comJohnDoe@beneficialstate.com
1%
LastF@beneficialstate.comDoeJ@beneficialstate.com
1%

Frequently Asked Questions

Where is Beneficial State Bank's headquarters located?

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Beneficial State Bank's main headquarters is located at 1438 Webster Street Ste 100 Oakland, CA 94612 US. The company has employees across 1 continents, including North America.

What is Beneficial State Bank's phone number?

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You can contact Beneficial State Bank's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Beneficial State Bank's official website and social media links?

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Beneficial State Bank's official website is beneficialstate.com and has social profiles on LinkedIn.

What is Beneficial State Bank's NAICS code?

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Beneficial State Bank's NAICS code is 52211 - Commercial Banking.

How many employees does Beneficial State Bank have currently?

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As of October 2025, Beneficial State Bank has approximately 222 employees across 1 continents, including North America. Key team members include Chief Executive Officer: R. L.Chief Impact Officer, Evp: T. N.Chief Lending Officer: R. F.. Explore Beneficial State Bank's employee directory with LeadIQ.

What industry does Beneficial State Bank belong to?

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Beneficial State Bank operates in the Banking industry.

What technology does Beneficial State Bank use?

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Beneficial State Bank's tech stack includes Microsoft ExcelMicrosoft WordMicrosoft WindowsZelleFiservSmartsheetClickUpOn-Site.

What is Beneficial State Bank's email format?

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Beneficial State Bank's email format typically follows the pattern of FLast@beneficialstate.com. Find more Beneficial State Bank email formats with LeadIQ.

How much funding has Beneficial State Bank raised to date?

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As of October 2025, Beneficial State Bank has raised $5M in funding. The last funding round occurred on Apr 10, 2023 for $5M.

When was Beneficial State Bank founded?

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Beneficial State Bank was founded in 2007.
Beneficial State Bank

Beneficial State Bank

BankingCalifornia, United States201-500 Employees

Beneficial State Bank is an FDIC-insured Community Development Financial Institution (CDFI) that serves businesses, nonprofit organizations, and individuals. 

Founded in 2007, Beneficial State Bank focuses on economic and environmental sustainability and takes a triple-bottom-line approach to community and environmental banking. We believe that a healthy environment is necessary for economic prosperity. We also believe that we can be a catalyst for positive change in our communities by providing fair, transparent, and sustainable banking products and services.

Our vision is of a banking industry that is fair to the person with the least bargaining power; provides access to financial services for all our communities, particularly the traditionally underserved; results in the long-term prosperity of responsible consumers; promotes financial system stability; and contributes to the sustainability of the environmental commons. We call this vision Beneficial Banking.

Section iconCompany Overview

Headquarters
1438 Webster Street Ste 100 Oakland, CA 94612 US
Phone number
NAICS Code
52211 - Commercial Banking
Founded
2007
Employees
201-500

Section iconFunding & Financials

  • $5M

    Beneficial State Bank has raised a total of $5M of funding over 1 rounds. Their latest funding round was raised on Apr 10, 2023 in the amount of $5M.

  • $50M$100M

    Beneficial State Bank's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $5M

    Beneficial State Bank has raised a total of $5M of funding over 1 rounds. Their latest funding round was raised on Apr 10, 2023 in the amount of $5M.

  • $50M$100M

    Beneficial State Bank's revenue is estimated to be in the range of $50M$100M

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