OnBord
PrivateLast Round
Accelerator
Mar 1, 2022
Total Funding Raised
$1.75M
Company Overview
OnBord is a wealthtech company that provides a secure, white-labeled digital onboarding and advisor transition platform for registered investment advisors and wealth management firms.
Sector
FinTech
Verticals
Wealth Management, Workflow Automation, Compliance, Document Management
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
OnBord Comparables
Compare OnBord with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Dispatch | 79% | |
| Knudge, Inc. | 74% | |
| Quik! | 73% | |
OnBord Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Accelerator | Mar 1, 2022 | ||||
| Pre Seed | Feb 17, 2021 |
Key People
Founding team and executive leadership
OnBord Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Ludlow Ventures | Pre Seed |
| Zelkova Ventures | Pre Seed |
| Y Combinator | Accelerator |
| Detroit Venture Partners | Pre Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 1, 2026
Monthly visitors increased 114% MoM.
- Jan 19, 2026
Monthly visitors grew 151% MoM.
OnBord Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about OnBord's valuation, stock price, and market status.