Exchange Bank

About Exchange Bank

Exchange Bank, established in 1890 in Sonoma County, is a community-focused bank dedicated to providing stability and service. It differentiates itself from national and regional banks by ensuring that all charitable giving stays within the community, supporting local people and businesses. The bank has a history of 135 years of community service and has funded $105 million in Doyle Scholarships for education.

Products & Services

Personal Banking:Includes mobile and online banking, checking, savings, loans, and credit cards tailored to individual lifestyles with rewards.

Business Banking:Offers mobile and online banking, checking, savings, credit cards, loans, merchant services, and treasury management to support business goals.

Trust & Investment:Provides investment management, retirement plans, estate settlement, and trust administration to help plan for the future.

Specialties

Community Banking Trust and Investment Management Personal and Business Banking Solutions

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Grant T: - FT: Grant	A: 800000 MR: - FA: $800,000 FAN: 800000	D: 2025-04-09 FD: 2025-04-09	1 investors

Grant Latest

2025-04-09

$800K

1 investor (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

J

John Mackey

SENIOR VICE PRESIDENT, MANAGING DIRECTOR OF INVESTMENT & FIDUCIARY SERVICES

E

Emily Menjou

Vice President and Personal Trust Fiduciary Manager

M

Matt Kelman

Vice President and Institutional Trust Fiduciary Manager

R

Renee Pilkenton

Assistant Vice President and Trust Operations & Compliance Manager

D

Diana Angell

Vice President and Personal Trust Officer

A

Andriy Lesyshyn

Vice President and Personal Trust Officer

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Recent News

Exchange Bank Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised