Company lists · Data refreshed October 2026

Top 25 Client onboarding software companies based in the United States

RevenueBase identified 143 company matches for client onboarding software companies associated with the United States as of October 2026 and tracks 6,700 professional contacts across them, including 2,900 with verified work emails. San Francisco is the largest hub.

This list covers company matches for client onboarding software companies associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 1, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 SmartSearch · Exact Recorded Oct 1, 2026 How this list was built
143Companies
6,700Contacts tracked
2,900Verified emails
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The 25 largest client onboarding software companies based in the United States

Ranked by team size
Top 25 of 143 company matches for client onboarding software companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSan Diego, CA, United StatesHQ recorded Oct 1, 2026501-1,000913 contacts →

Exact match

“Mitek protects what’s real across digital interactions in a world of evolving threats.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2Exact matchSan Francisco, CA, United StatesHQ recorded Oct 1, 2026501-1,000617 contacts →

Exact match

“AI-powered identity platform.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3Exact matchSunnyvale, CA, United StatesHQ recorded Oct 1, 2026201-500617 contacts →

Exact match

“Jumio helps organizations to know and trust their customers online.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4Exact matchSan Francisco, CA, United StatesHQ recorded Oct 1, 2026501-1,000541 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5Exact matchIncline Village, NV, United StatesHQ recorded Oct 1, 2026501-1,000497 contacts →

Exact match

“Socure is the leading platform for digital identity verification, compliance and fraud prevention solutions, trusted by the largest enterprises and government agencies to build…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6Exact matchNew York, NY, United StatesHQ recorded Oct 1, 2026201-500447 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7Exact matchBoston, MA, United StatesHQ recorded Oct 1, 2026201-500422 contacts →

Exact match

“Proof makes trust possible in a digital world.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8Exact matchPalo Alto, CA, United StatesHQ recorded Oct 1, 2026201-500375 contacts →

Exact match

“HyperVerge is a global leader in AI-powered digital onboarding solutions.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9Exact matchFairfax, VA, United StatesHQ recorded Oct 1, 2026201-500233 contacts →

Exact match

“Daon, The Digital Identity Trust Company, delivers fraud-resistant, low-friction digital identity solutions that support onboarding and authentication at every trust point across…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10Exact matchChicago, IL, United StatesHQ recorded Oct 1, 2026201-500171 contacts →

Exact match

“Amount was acquired by FIS in August 2025.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11Exact matchSan Francisco, CA, United StatesHQ recorded Oct 1, 202651-200145 contacts →

Exact match

“Businesses can’t move at the speed of the modern economy without knowing who they’re working with.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12Exact matchBoulder, CO, United StatesHQ recorded Oct 1, 202651-200112 contacts →

Exact match

“IDMission delivers advanced technology for Identity Verification.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13Exact matchKirkland, WA, United StatesHQ recorded Oct 1, 202651-20062 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14Exact matchPortola Valley, CA, United StatesHQ recorded Oct 1, 202651-20061 contacts →

Exact match

“Smile ID provides the best Africa-focused solutions for real-time Digital KYC, Identity Verification, User Onboarding, Document Verification, Liveness Checks, Face Verification…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15Exact matchNew York, United StatesHQ recorded Oct 1, 202611-5058 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16Exact matchMa, United StatesHQ recorded Oct 1, 202611-5057 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17Exact matchAustin, TX, United StatesHQ recorded Oct 1, 202611-5056 contacts →

Exact match

“At Nueve, we specialize in innovative digital banking solutions that empower financial institutions to deliver modern, seamless experiences.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18Exact matchBoston, MA, United StatesHQ recorded Oct 1, 202611-5052 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19Exact matchLehi, UT, United StatesHQ recorded Oct 1, 202651-20051 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20Exact matchDenver, CO, United StatesHQ recorded Oct 1, 202611-5049 contacts →

Exact match

“authID (Nasdaq: AUID) ensures enterprises “Know Who’s Behind the Device” for every customer or employee login and transaction.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21Exact matchSan Francisco, CA, United StatesHQ recorded Oct 1, 202651-20047 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22Exact matchSan Francisco, CA, United StatesHQ recorded Oct 1, 202651-20043 contacts →

Exact match

“Prelim helps automate deposit, treasury services, and lending onboarding for U.S.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202611-5037 contacts →

Exact match

“Dispatch gets revenue moving.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202611-5036 contacts →

Exact match

“Passthrough is now part of iCapital.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25Exact matchHelotes, TX, United StatesHQ recorded Oct 1, 202611-5031 contacts →

Exact match

“TurboPass is a software solution that is revolutionizing the way businesses validate income, employment, residence, and identity.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase

Showing 25 of 143 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 Oct 1, 2026
43.3%Verified-email coverage
46.9Average contacts per company
11-50Median size (employees)
10.5%Largest-city concentration · San Francisco
Oct 1, 2026Page data refreshed

Companies by employee count

1-10
50
11-50
62
51-200
18
201-500
7
501-1,000
4
1,001-5,000
1

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 143 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with the United States whose business descriptions match “client onboarding software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 2,900 professional contacts with verified work emails across the full matched dataset. 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 October 1, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “client onboarding software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many client onboarding software companies are there based in the United States?

RevenueBase identified 143 company matches for client onboarding software companies associated with the United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Mitek Systems tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most client onboarding software companies?

San Francisco leads with 15 company records, followed by New York (14) and Austin (5).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,900 professional contacts with verified work emails tracked across these 143 companies; direct dials are available where recorded.

How current is this list?

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