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OnBord

OnBord

Private
Harleysville, PennsylvaniaFinTechhttps://onbord.io/

Last 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

wealthtechclient onboardingregistered investment advisorRIAworkflow automationadvisor transitionno-codeaccount openingNIGO reductioncustodial integrationCRM integrationwhite-labeled softwarefintech onboardingdigital paperworkwealth management software

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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OnBord Comparables

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

OnBord comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Dispatch
79%
Knudge, Inc.
74%
Quik!
73%

OnBord Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
AcceleratorMar 1, 2022
Pre SeedFeb 17, 2021

Key People

Founding team and executive leadership

CFP® Nick Bernardo

Founder & CEO

Founding Team

Luis Valdez

CTO - Hands On

Executive Team

OnBord Investors

Notable investors and investment history

OnBord investors
InvestorRounds
Ludlow VenturesPre Seed
Zelkova VenturesPre Seed
Y CombinatorAccelerator
Detroit Venture PartnersPre 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

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

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Frequently Asked Questions

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

Is OnBord a public or private company?

OnBord is a private company.

What is the current stock price of OnBord?

OnBord is a private company with no public stock price. Caplight tracks OnBord's secondary market activity and provides MarketPrice™ estimates to Caplight users.

How much is OnBord worth (valuation)?

Valuation information for OnBord is not publicly available.

Can I buy OnBord stock?

OnBord 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 OnBord's last funding round?

OnBord's most recent funding round was Accelerator on March 1, 2022.

Who are the main investors in OnBord?

Key investors in OnBord include Ludlow Ventures.

Will OnBord IPO soon?

No public IPO plans have been announced for OnBord.

How can I track OnBord secondary market activity?

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

Firmographic Details

HeadquartersHarleysville, Pennsylvania
Employee Range5
Year Founded2019
Last FundingMar 1, 2022

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