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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 financial services company. The Company offers access to a suite of financial products, offered either directly or through partners, including lending and savings powered by artificial intelligence. The Company's credit products include unsecured and secured personal loans. Its unsecured personal loan is a fully amortizing installment loan with fixed payments throughout the life of the loan. Its secured personal loan is a personal installment loan product secured by an automobile. It also offers automated savings, through its Set & Save platform. Its Set & Save product is designed to understand a member’s cash flows and save the right amount on a regular basis. It reaches incremental members through its Lending as a Service lead generation program. It allows consumers to become members and access its products through the Oportun Mobile App and the Oportun.com Website, which serve as its primary platforms for onboarding and providing member services.

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

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
12/31/202412/31/2024YesYes-YesYes

Industries
SIC Code Description
6141 Personal credit institutions

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chief Executive Officer, Director RaulVazquez 53 4/1/2012 4/1/2012
Chief Financial Officer, Chief Administrative Officer Jonathan A.Coblentz 53 9/1/2015 7/1/2009
Chief Credit Officer PatrickKirscht 56 10/1/2015 10/1/2015
6 additional Officers and Directors records available in full report.

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

General Information
Number of Employees: 2,312 (As of 12/31/2024)
Outstanding Shares: 36,134,274 (As of 2/14/2025)
Shareholders: 143
Stock Exchange: NASD
Federal Tax Id: 453361983
Fax Number: (302) 655-5049
Email Address: informacion@progressfin.com


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Friday, March 28, 2025