Skip to main content
Caplight Logo









Digital Onboarding

Digital Onboarding

Private
Boston, MassachusettsFinTechhttps://digitalonboarding.com/

Last Round

Growth Equity

Jan 18, 2024

Total Funding Raised

$62.3M

Momentum

Top 50%

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

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

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.

Recent news

Latest coverage and updates

  • launchesSep 1, 2026

    Digital Onboarding, Inc. launched DOBI, Digital Onboarding Business Intelligence on Sep 1st '26.

Digital Onboarding Filings

Explore SEC and related filing metadata, where available.

Digital Onboarding filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

Filing documents are not displayed on this public page. Request access to learn about available coverage.

Request access

Frequently Asked Questions

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

Is Digital Onboarding a public or private company?

Digital Onboarding is a private company.

What is the current stock price of Digital Onboarding?

Digital Onboarding is a private company with no public stock price. No recent secondary market data is available.

How much is Digital Onboarding worth (valuation)?

Valuation information for Digital Onboarding is not publicly available.

Can I buy Digital Onboarding stock?

Digital Onboarding shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Digital Onboarding's last funding round?

Digital Onboarding's most recent funding round was Series B on January 18, 2024.

Who are the main investors in Digital Onboarding?

Key investors in Digital Onboarding include Volition Capital, Detroit Venture Partners.

Will Digital Onboarding IPO soon?

No public IPO plans have been announced for Digital Onboarding.

How can I track Digital Onboarding secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Digital Onboarding's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersBoston, Massachusetts
Employee Range75
Year Founded2015
Last FundingJan 18, 2024

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.

See something wrong or outdated?