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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 comprehensive suite of financial products, offered either directly or through partners, including lending and savings powered by artificial intelligence. Its financial products allow it to meet its members where they are and assist them with their overall financial health. The Company’s three core products include unsecured personal loans, secured personal loans, and its Set & Save savings product. Its secured personal loans allow its members to access larger loan sizes than they can with an unsecured loan. Its consumers are able to become members and access its products through the Oportun Mobile App and the Oportun.com Website, which are its primary channels for onboarding and serving members. The Company’s personal loan products are also available over the phone or through its retail locations, and its lending as a service partner location.

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
9/30/202412/31/2023YesYes-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 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.
26 additional Business Names available in full report.

General Information
Number of Employees: 1,556 (As of 9/30/2024)
Outstanding Shares: 35,971,037 (As of 11/5/2024)
Shareholders: 119
Stock Exchange: NASD
Federal Tax Id: 453361983
Fax Number: (302) 655-5049
Email Address: informacion@progressfin.com


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Friday, November 22, 2024