CB Resource

What CB Resource does

CB Resource is a private firm founded in 2011 and headquartered in Irvine, California, that operates an analytics database platform (accessible via portal.cb-resource.com) delivering balance sheet reporting, bond accounting and safekeeping, asset liability management, and regulatory support to financial institutions. Its core product is a web-based client portal providing authenticated access to analytics and account services for the firm's "Finance 500 Clients" — a horizontal segment of financial institutions and finance professionals. The company operated with 1-10 employees prior to its acquisition and had no publicly disclosed pricing model, with revenue model details unavailable in source material.

On August 1, 2024, Stifel Financial Corp completed the acquisition of CB Resource and its Finance 500 clients, integrating the analytics platform into Stifel's Fixed Income Capital Markets business under the Strategy and Analytics / Balance Sheet Solutions suite. As part of Stifel, the platform now sits alongside a broader institutional offering that includes 80+ traders, a 200+ sales team, $750+ billion in annual fixed income trade volume, and global coverage spanning North America, Europe, and Asia. Jeff Rigsby is listed as President & CEO of CB Resource. The entity operates as a subsidiary within Stifel, with its portal now functioning as the Analytics Database login for Stifel's balance sheet solutions; standalone revenue, headcount trend, and operating financials are no longer independently disclosed.

Name

CB Resource

Legal name

CB Resource

Website

https://cb-resource.com

Company type

Private

Founded year

2011

Operating status

Acquired

Headcount range

1–10 employees

Short description

CB Resource operates an analytics database and client portal providing balance sheet, bond accounting, asset liability management, and regulatory reporting tools to financial institutions; founded 2011, it was acquired by Stifel Financial Corp in August 2024 and now operates as part of Stifel's Fixed Income Capital Markets platform.

Ownership category

akta.pro rank

Product category

Fixed Income Analytics Software

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Finance Services (6199), Functions Related To Depository Banking, Nec (6099)

akta.pro primary industry

Account & Balance Services (Operating accounts, statements, eBAM) (FSABAIAD)

akta.pro secondary industry

Treasury & Liquidity Operations (Cash Positioning, Funding, Collateral Ops) (FSABALAH)

Keywords

• Fixed income analytics
• Balance sheet management
• Asset liability solutions
• Bond accounting software
• Financial institution analytics

Headquarters

HQ city

Irvine

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Infrastructure

Distribution channels1 record

Core offering

CB Resource provides an analytics database platform for financial institutions, delivered through a web-based client portal. The platform supports balance sheet analysis, bond accounting and safekeeping, asset liability management, and regulatory compliance reporting. Following the August 2024 acquisition by Stifel Financial Corp, the offering is now integrated within Stifel's Fixed Income Capital Markets balance sheet solutions suite.

Differentiator

Problem solved

Functional benefit

Products and services

• CB Resource Analytics Database Web-based analytics database platform that provides financial institutions with access to bond accounting, safekeeping, asset liability management, and regulatory support tools via an authenticated client portal.
• Bond Accounting and Safekeeping Bond accounting and safekeeping analytics service delivered via the CB Resource analytics database for financial institutions tracking fixed income holdings.
• Asset Liability Management Asset liability management analytics tools providing financial institutions with a framework to manage balance sheet risk and achieve stated objectives.
• Regulatory Support Regulatory support analytics service delivered through the CB Resource analytics database for financial institutions addressing compliance and reporting requirements.

Segments1 record

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators2 records

Recent moves3 records

Expansion highlights4 records

Broad incumbents

• Fiserv: Major bank technology provider offering digital, core, and analytics solutions to depository institutions—including balance sheet and risk analytics capabilities that overlap with CB Resource's use cases.
• Bloomberg: Bloomberg Terminal and enterprise data products provide fixed income analytics, bond pricing, and portfolio tools widely used by the same depository institutions and fixed income desks CB Resource supports.
• BlackRock Aladdin: Enterprise risk and investment management platform used by institutions for portfolio analytics, risk, and trading—competing at a higher end of the institutional market for balance sheet and fixed income analytics.
• S&P Global Market Intelligence: Provides credit research, fixed income data, and analytics used by banks and asset managers for portfolio and balance sheet decisions; broader portfolio than CB Resource but overlapping in fixed income and credit analytics.
• ICE (Intercontinental Exchange): Operates fixed income data, analytics, and trading infrastructure (including through its ICE Data Services arm)—serving many of the same depository institution and institutional clients as CB Resource.
• Broadridge Financial Solutions: Provides post-trade, data and analytics, and communications solutions for financial services firms—offering broader fixed income, securities processing, and analytics capabilities that intersect with CB Resource's offerings.

Direct peers

• Baker Hill: Provides commercial and consumer loan origination, credit analytics, and portfolio management software to community banks and credit unions—overlapping in the analytics-for-depository-institutions segment CB Resource serves.
• Moody's Analytics: Provides credit, ALM, and regulatory analytics for banks and insurers, including solutions for balance sheet management, bond accounting, and capital planning—directly competitive with CB Resource's analytics database offering to depository institutions.
• Quantitative Risk Management (QRM): Specializes in ALM, asset/liability analytics, and balance sheet risk management for financial institutions—directly overlapping with CB Resource's ALM-focused analytics for depository clients.
• Wolters Kluwer: Offers OneSumX for ALM and regulatory reporting, plus finance, risk, and compliance solutions for banks—competing head-on with CB Resource's ALM, bond accounting, and regulatory support use cases for community and regional banks.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/CBResource

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CB Resource