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Digital Onboarding

Digital Onboarding

Private
Boston, MassachusettsFinTechhttps://digitalonboarding.com/

Last Round

Growth Equity

Jan 18, 2024

Total Funding Raised

$62.3M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Digital Onboarding is a business/productivity software company that provides a SaaS-based digital adoption platform to assist financial institutions in activating new client accounts and deepening customer relationships.

Sector

FinTech

Verticals

Digital Banking, Customer Experience, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

digital onboardingcustomer engagement platformaccount activationbanking customer journeyproduct adoptionworkflow automationcustomer retentionfintech engagementdigital banking toolssaas platformcustomer lifecycle managementonboarding automationdigital account openingcustomer experience platformbanking software

Historical Pricing

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Caplight Momentum Score

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Digital Onboarding Comparables

Compare Digital Onboarding with similar companies based on industry and business-model similarity.

Digital Onboarding comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Pulsate
83%
DeepTarget Inc.
81%
Nymbus
81%

Digital Onboarding Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Growth EquityJan 18, 2024
Series AAug 25, 2020
AcceleratorMay 2, 2019

Key People

Founding team and executive leadership

Jonathan Crossman

CTO

Executive Team

Digital Onboarding Investors

Notable investors and investment history

Digital Onboarding investors
InvestorRounds
Volition CapitalGrowth Equity
The Venture CenterAccelerator
Detroit Venture PartnersSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jun 20, 2026

    Monthly visitors increased 30% MoM.

  • Mar 1, 2026

    Serves over 170 banks and credit unions.

Digital Onboarding Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Digital Onboarding Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Digital Onboarding's valuation, stock price, and market status.

Firmographic Details

HeadquartersBoston, Massachusetts
Employee Range80
Year Founded2015
Last FundingJan 18, 2024

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