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Oportun Financial Corp
2 Circle Star Way
Phone: (650) 810-8823p:650 810-8823 SAN CARLOS, CA  94070-6200  United States Ticker: OPRTOPRT
Business Summary
Oportun Financial Corporation is a fintech company. Its financial products allow it to meet its members where they are and assist them with their overall financial health. Its products include personal loans, unsecured personal loans, secured personal loans, and Set & Save. Personal loans allow its members to address pressing financial needs as well as planned purchases and personal growth opportunities. Its secured personal loans allow its members to access larger loan sizes than they can with an unsecured loan, which is critical if the financial need they are addressing exceeds its unsecured lending limits for that member. Set & Save is its savings product. Its intelligent lending and savings platform is designed to help people, even those who are not well served by mainstream financial institutions, access credit and automate their savings without impacting their ability to meet daily spending needs. It applies artificial intelligence (AI) to automates people’s financial health.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
Yes--Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
12/31/202312/31/2023YesYes-YesYes

Industries
SIC Code Description
6141 Personal credit institutions

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chief Executive Officer, Director RaulVazquez 52 4/1/2012 4/1/2012
Chief Financial Officer, Chief Administrative Officer Jonathan A.Coblentz 50 9/1/2015 7/1/2009
Chief Operating Officer, General Manager - Lending Matthew W.Jenkins 54 10/1/2022 11/1/2016
7 additional Officers and Directors records available in full report.

Business Names
Business Name
Digit Advisors, LLC
Hello Digit, Inc.
Oportun Canada, Inc.
26 additional Business Names available in full report.

General Information
Number of Employees: 2,340 (As of 12/31/2023)
Outstanding Shares: 34,557,486 (As of 3/13/2024)
Shareholders: 119
Stock Exchange: NASD
Federal Tax Id: 453361983
Fax Number: (302) 655-5049
Email Address: informacion@progressfin.com


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Wednesday, April 24, 2024