Company lists · Data refreshed September 2026
Top 25 Client onboarding software companies based in the United States
RevenueBase identified 155 client onboarding software companies headquartered in the United States as of September 2026 and tracks 6,844 professional contacts across them, including 2,937 with verified work emails. San Francisco is the largest hub.
This list covers client onboarding software companies headquartered in the United States, 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 14, 2026.
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.
The 25 largest client onboarding software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 913 contacts → | ||||
Indirect evidence “Mitek protects what’s real across digital interactions in a world of evolving threats.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 617 contacts → | ||||
Indirect evidence “AI-powered identity platform.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 617 contacts → | ||||
Indirect evidence “Jumio helps organizations to know and trust their customers online.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 541 contacts → | ||||
Indirect evidence “Persona helps businesses manage KYC/AML/KYB programs, fight fraud, and build trust by automating any identity-related use case with our flexible identity infrastructure.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 497 contacts → | ||||
Indirect evidence “Socure is the leading platform for digital identity verification, compliance and fraud prevention solutions, trusted by the largest enterprises and government agencies to build…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 447 contacts → | ||||
Indirect evidence “At Signzy, we’re solving for lasting first impressions and seamless new beginnings.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 422 contacts → | ||||
Indirect evidence “Proof makes trust possible in a digital world.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 375 contacts → | ||||
Partial evidence “HyperVerge is a global leader in AI-powered digital onboarding solutions.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 233 contacts → | ||||
Partial evidence “Daon, The Digital Identity Trust Company, delivers fraud-resistant, low-friction digital identity solutions that support onboarding and authentication at every trust point across…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 171 contacts → | ||||
Indirect evidence “Amount was acquired by FIS in August 2025.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 145 contacts → | ||||
Indirect evidence “Businesses can’t move at the speed of the modern economy without knowing who they’re working with.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 112 contacts → | ||||
Indirect evidence “IDMission delivers advanced technology for Identity Verification.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 110 contacts → | ||||
Partial evidence “Traditional practice management software helps firms organize work.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 62 contacts → | ||||
Indirect evidence “AuthenticID, an Incode company, is a cutting-edge, AI-driven solution quickly, accurately, and securely reproduces real-world identity verification so that companies can be…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 61 contacts → | ||||
Partial evidence “Smile ID provides the best Africa-focused solutions for real-time Digital KYC, Identity Verification, User Onboarding, Document Verification, Liveness Checks, Face Verification…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 58 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 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 57 contacts → | ||||
Partial evidence “Innovative, smooth and customized onboarding solutions to notch up your business tech!” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 56 contacts → | ||||
Indirect evidence “At Nueve, we specialize in innovative digital banking solutions that empower financial institutions to deliver modern, seamless experiences.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 52 contacts → | ||||
Partial 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 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 51 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 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 49 contacts → | ||||
Indirect evidence “authID (Nasdaq: AUID) ensures enterprises “Know Who’s Behind the Device” for every customer or employee login and transaction.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 47 contacts → | ||||
Partial evidence “Nuvo is the AI order-to-cash network that combines customer onboarding, credit & risk management, and accounts receivable in a unified platform, built on top of Nuvo's proprietary…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 43 contacts → | ||||
Partial evidence “Prelim helps automate deposit, treasury services, and lending onboarding for U.S.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 24 | 37 contacts → | ||||
Indirect evidence “Dispatch gets revenue moving.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 25 | 36 contacts → | ||||
Indirect evidence “Passthrough is now part of iCapital.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: client onboarding software companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names client onboarding software companies.
- Partial evidence
- Its own public description names part of client onboarding software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name client onboarding software companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 155 client onboarding software companies based in the United States
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Client onboarding software companies based in the United States at a glance
As of Sep 14, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 155 companies.
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 client onboarding software companies, 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.
- What qualifies
- Companies headquartered in the United States whose own description of what they do matches “client onboarding software companies”. 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 client onboarding software companies), 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 client onboarding software companies, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
- 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, 2,937 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 14, 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.
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 client onboarding software companies, 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 client onboarding software companies are there based in the United States?
RevenueBase identified 155 client onboarding software companies headquartered in the United States 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?
Mitek Systems, headquartered in San Diego, tops this list with the largest team on record.
Which city has the most client onboarding software companies?
San Francisco leads with 14 headquartered companies, followed by New York (12) and Austin (5).
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 2,937 verified decision-maker contacts tracked across these 155 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 14, 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.
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