CLEFI Financial Well-Being

Clefi is a B Corporation that develops infrastructure to accelerate financial inclusion in Colombia and Panama.

For more than 10 years, we have helped banks, microfinance institutions, governments, and organizations prepare more than 300,000 people financially through financial education, financial well-being, and capacity-building programs.

Today, we’re taking that experience a step further. In addition to educating, we prepare, connect, and support people who have traditionally been excluded from the financial system so they can successfully access products such as formal credit. We help financial institutions reach populations that have historically been costly or difficult to serve, improving the quality of the customer base and increasing the likelihood of customer retention.

Our model combines a consolidated revenue stream (financial education services for companies and institutions) with a new, scalable revenue stream based on user-based commissions with