Company lists · Data refreshed September 2026

Top 25 Customer onboarding platforms worldwide

RevenueBase identified 164 customer onboarding platforms worldwide as of September 2026 and tracks 4,393 professional contacts across them, including 2,168 with verified work emails and 1,472 with mobile numbers. The United States is the largest market and London the largest hub.

This list covers customer onboarding platforms worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 1, 2026. Country and city lists for customer onboarding platforms follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase Smart Search rating on every row Refreshed Sep 1, 2026 86% judged on-target in blind review
164Companies
4,393Contacts tracked
2,168Verified emails
1,472Mobile numbers
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The 25 largest customer onboarding platforms worldwide

Ranked by team size
Top 25 of 164 customer onboarding platforms worldwide, ranked by team size, largest first. Data refreshed Sep 1, 2026. RevenueBase Smart Search rates how each company's information relates to customer onboarding platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidencePlano, TX, US1,001-5,0001,055 contacts →

Partial evidence

“Alkami is the digital sales and service platform provider for U.S.”

Source: RevenueBase Database · checked Sep 1, 2026
2Indirect evidenceWarrenville, IL, US201-500451 contacts →

Indirect evidence

“At Signzy, we’re solving for lasting first impressions and seamless new beginnings.”

Source: RevenueBase Database · checked Sep 1, 2026
3Strong evidenceSan Francisco, CA, US201-500255 contacts →

Strong evidence

“Rocketlane is a purpose-built customer onboarding and PSA platform that accelerates time-to-value and improves project profitability and predictability.”

Source: RevenueBase Database · checked Sep 1, 2026
4Indirect evidenceSan Francisco, US51-200238 contacts →

Indirect evidence

“Building connected end-to-end journeys across the suite of banking products.”

Source: RevenueBase Database · checked Sep 1, 2026
5Strong evidenceSan Francisco, US201-500235 contacts →

Strong evidence

“MetaMap is a customer identity platform that helps merchants discover untapped potential by customizing to any data or work stream need.”

Source: RevenueBase Database · checked Sep 1, 2026
6Strong evidenceSt. Louis Park, MN, US201-500233 contacts →

Strong evidence

“Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.”

Source: RevenueBase Database · checked Sep 1, 2026
7Indirect evidenceChicago, IL, US201-500170 contacts →

Indirect evidence

“Amount was acquired by FIS in August 2025.”

Source: RevenueBase Database · checked Sep 1, 2026
8Partial evidenceNew York, NY, US51-200140 contacts →

Partial evidence

“Narmi offers state of the art digital banking and digital account opening platforms to financial institutions.”

Source: RevenueBase Database · checked Sep 1, 2026
9Indirect evidencePlano, TX, US51-200112 contacts →

Indirect evidence

“Way Beyond Practice Management!”

Source: RevenueBase Database · checked Sep 1, 2026
10Partial evidenceAspen, CO, US51-200101 contacts →

Partial evidence

“SmartMedia Technologies (SMT) is reshaping the landscape of customer engagement and loyalty to help some of the world’s major enterprises to drive better business outcomes.”

Source: RevenueBase Database · checked Sep 1, 2026
11Partial evidenceDallas, TX, US51-20058 contacts →

Partial evidence

“TeamSupport helps B2B companies turn customer interactions into account-level revenue intelligence.”

Source: RevenueBase Database · checked Sep 1, 2026
12Strong evidenceNew York, US11-5057 contacts →

Strong evidence

“A client onboarding and investing platform designed to help financial advisors effortlessly connect with more people, streamline operations, and inspire clients to engage.”

Source: RevenueBase Database · checked Sep 1, 2026
13Strong evidenceMansfield, MA, US11-5055 contacts →

Strong evidence

“Innovative, smooth and customized onboarding solutions to notch up your business tech!”

Source: RevenueBase Database · checked Sep 1, 2026
14Strong evidenceBoston, MA, US11-5052 contacts →

Strong evidence

“Founded in 2020, OnRamp is the intelligent, AI-enabled customer onboarding and engagement platform that helps companies accelerate adoption, strengthen customer relationships, and…”

Source: RevenueBase Database · checked Sep 1, 2026
15Strong evidenceLehi, UT, US51-20051 contacts →

Strong evidence

“GUIDEcx is a client onboarding and implementation platform that keeps your clients at the center of every project by providing complete visibility into setup progress.”

Source: RevenueBase Database · checked Sep 1, 2026
16Strong evidenceNew York, US51-20047 contacts →

Strong evidence

“Nuvo is the AI-native order-to-cash network that combines customer onboarding, credit & risk management, and accounts receivable in a unified platform, built on top of Nuvo's…”

Source: RevenueBase Database · checked Sep 1, 2026
17Strong evidenceModesto, CA, US11-5044 contacts →

Strong evidence

“LinkToAny powers mission-critical integrations and onboarding experiences from the smallest Commerce startups to Fortune 500 platforms such as Shopify, PayPal and Lightspeed.”

Source: RevenueBase Database · checked Sep 1, 2026
18Partial evidenceSan Francisco, US11-5038 contacts →

Partial evidence

“Userflow is a Product Adoption Engine built for customer-obsessed teams.”

Source: RevenueBase Database · checked Sep 1, 2026
19Indirect evidenceNew York City, NY, US11-5037 contacts →

Indirect evidence

“Dispatch was built on a simple belief: wealth management firms should be able to act on client and account data with confidence.”

Source: RevenueBase Database · checked Sep 1, 2026
20Indirect evidenceLondon, GB51-20036 contacts →

Indirect evidence

“LOQR is a trusted digital identity and e-signature provider, empowering financial institutions to comply, scale, and simplify user journeys under eIDAS 2.0.”

Source: RevenueBase Database · checked Sep 1, 2026
21Partial evidenceLondon, GB11-5036 contacts →

Partial evidence

“Welcome to Checkboard, where we specialise in providing businesses with a bespoke client onboarding experience that provides relevant data and complies with AML regulations.”

Source: RevenueBase Database · checked Sep 1, 2026
22Partial evidenceRaleigh, NC, US1,001-5,00036 contacts →

Partial evidence

“CRMNEXT is a specialist Customer Relationship Management solution.”

Source: RevenueBase Database · checked Sep 1, 2026
23Partial evidenceAlpharetta, GA, US51-20028 contacts →

Partial evidence

“OVA is the most advanced Automated, Intelligent, intuitive On-boarding platform for Staffing Firms of all sizes.”

Source: RevenueBase Database · checked Sep 1, 2026
24Indirect evidenceIselin, NJ, US11-5025 contacts →

Indirect evidence

“Vikar transforms how Banks and Credit Unions grow.”

Source: RevenueBase Database · checked Sep 1, 2026
25Strong evidenceBroomfield, CO, US1,001-5,00024 contacts →

Strong evidence

“Avoka, now part of Temenos, creates customer acquisition and onboarding journeys for account opening, lending applications, and business onboarding.”

Source: RevenueBase Database · checked Sep 1, 2026

Showing 25 of 164 customer onboarding platforms worldwide

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Customer onboarding platforms worldwide at a glance

As of Sep 1, 2026
49.4%Verified-email coverage
33.5%Mobile-number coverage
26.8Average contacts per company
11-50Median size (employees)
18.3%Largest-city concentration · London
Sep 1, 2026Page data refreshed

Companies by employee count

1-10
80
11-50
59
51-200
17
201-500
5
1,001-5,000
3

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among customer onboarding platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage
2 countries, largest first: the United States, the United Kingdom. Country and city lists for customer onboarding platforms are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “customer onboarding platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names customer onboarding platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among customer onboarding platforms, and records with no verified work email.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 2,168 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 1, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Customer onboarding platforms by location

3 lists · largest first

Every Customer onboarding platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names customer onboarding platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many customer onboarding platforms are there worldwide?

RevenueBase identified 164 customer onboarding platforms worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Alkami Technology, headquartered in Plano, tops this list with the largest team on record.

Which country has the most customer onboarding platforms?

The United States leads with 114 companies, followed by the United Kingdom (50). Every customer onboarding platforms list by country and city is linked on this page.

Which city has the most customer onboarding platforms?

London leads with 30 headquartered companies, followed by San Francisco (12) and New York (10).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 2,168 verified decision-maker contacts tracked across these 164 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 1, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.