CBO Financial, Inc.
Financial ServicesCalifornia, United States11-50 Employees
CBO Financial, Inc helps social service organizations develop and finance new facility projects to revitalize communities and benefit populations in need.
Insights
Target Market Alignment CBO Financial primarily serves social service organizations focused on community revitalization and populations in need, presenting opportunities to offer tailored financial products and community-focused funding solutions.
Technological Compatibility Utilizing common financial and web technologies like PHP, Microsoft 365, and SEO tools indicates readiness for digital transformation, opening avenues for digital banking, online loan management, or tech-enabled financial services.
Growth Potential With a revenue range of 1 million to 10 million and a small to mid-sized team, CBO Financial appears poised for expansion, making it a viable candidate for scalable financial services and growth capital support.
Social Impact Focus Their mission-driven approach centered on community development offers opportunities for partnership with socially responsible investors and grants, aligning financial solutions with their community impact goals.
Competitive Landscape Operating in a crowded financial services sector with large incumbents like Charles Schwab and Fidelity suggests emphasizing niche community finance offerings and personalized service to differentiate and attract key clients.
Similar companies to CBO Financial, Inc.
T. Rowe Price
$1B$10BCharles Schwab
$10BAmeriprise Financial
$100M$250MFidelity Investments
$10BVanguard
$10BLPL Financial
$10BMerrill Lynch
$10BMorgan Stanley
$10BUBS
$10BRaymond James
$10BEdward Jones
$10B
CBO Financial, Inc. Tech Stack
CBO Financial, Inc. uses 8 technology products and services including Microsoft 365, JSON-LD, Chart.js, and more. Explore CBO Financial, Inc.'s tech stack below.
- Microsoft 365Email
- JSON-LDJavascript Frameworks
- Chart.jsJavascript Graphics
- ChoicesJavascript Libraries
- PHPProgramming Languages
- Yoast SEOSearch Engines
- easy pie chartWeb Tools And Plugins
- Max Mega MenuWidgets
Media & News
CBO Financial, Inc.'s Email Address Formats
CBO Financial, Inc. uses at least 1 format(s):
| CBO Financial, Inc. Email Formats | Percentage |
| FLast@cbofinancial.com | 100% |
Frequently Asked Questions
Where is CBO Financial, Inc.'s headquarters located?
CBO Financial, Inc.'s main headquarters is located at 2611 Piedmont Avenue Berkeley, California 94704 United States. The company has employees across 1 continents, including North America. What is CBO Financial, Inc.'s phone number?
You can contact CBO Financial, Inc.'s main corporate office by phone at +1-410-730-****
What is CBO Financial, Inc.'s official website and social media links?
CBO Financial, Inc.'s official website is cbofinancial.com and has social profiles on LinkedIn.What is CBO Financial, Inc.'s NAICS code?
CBO Financial, Inc.'s NAICS code is 52 - Finance and Insurance.How many employees does CBO Financial, Inc. have currently?
As of December 2025, CBO Financial, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include Executive Vice President: J. B.Director Of Development: C. C.Director Of Development: C. G.. Explore CBO Financial, Inc.'s employee directory with LeadIQ.What industry does CBO Financial, Inc. belong to?
CBO Financial, Inc. operates in the Financial Services industry. What technology does CBO Financial, Inc. use?
CBO Financial, Inc.'s tech stack includes Microsoft 365JSON-LDChart.jsChoicesPHPYoast SEOeasy pie chartMax Mega Menu. What is CBO Financial, Inc.'s email format?
CBO Financial, Inc.'s email format typically follows the pattern of FLast@cbofinancial.com. Find more CBO Financial, Inc. email formats with LeadIQ. 
Company Overview
- Headquarters
- 2611 Piedmont Avenue Berkeley, California 94704 United States
- Phone number
- +1-410-730-****
- Website
- cbofinancial.com
- NAICS Code
- 52 - Finance and Insurance
- Employees
- 11-50
Funding & Financials
- $1M$10M
CBO Financial, Inc.'s revenue is estimated to be in the range of $1M$10M
Funding & Financials
- $1M$10M
CBO Financial, Inc.'s revenue is estimated to be in the range of $1M$10M
Company Leadership
J. B.Executive Vice President
C. C.Director Of Development
C. G.Director Of Development- A. S.Manager
- C. W.Business Support Manager
Employee Directory
1-888-653-2347 
support@leadiq.com © LeadIQ, Inc. All rights reserved.
