Company lists · Data refreshed September 2026
Top 25 Customer onboarding platforms based in the United States
RevenueBase identified 114 company matches for customer onboarding platforms associated with the United States as of September 2026 and tracks 4,031 professional contacts across them, including 2,012 with verified work emails and 1,460 with mobile numbers. San Francisco is the largest hub.
This list covers company matches for customer onboarding platforms 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 September 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.
The 25 largest customer onboarding platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,055 contacts → | ||||
Exact match “Alkami is the digital sales and service platform provider for U.S.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 2 | 451 contacts → | ||||
Exact match “At Signzy, we’re solving for lasting first impressions and seamless new beginnings.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 3 | 255 contacts → | ||||
Exact match “Rocketlane is a purpose-built customer onboarding and PSA platform that accelerates time-to-value and improves project profitability and predictability.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 4 | 238 contacts → | ||||
Exact match “Building connected end-to-end journeys across the suite of banking products.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 5 | 235 contacts → | ||||
Exact match “MetaMap is a customer identity platform that helps merchants discover untapped potential by customizing to any data or work stream need.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 6 | 233 contacts → | ||||
Exact match “Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 7 | 170 contacts → | ||||
Exact match “Amount was acquired by FIS in August 2025.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 8 | 140 contacts → | ||||
Exact match “Narmi offers state of the art digital banking and digital account opening platforms to financial institutions.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 9 | 112 contacts → | ||||
Exact match “Way Beyond Practice Management!” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 10 | 101 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 11 | 58 contacts → | ||||
Exact match “TeamSupport helps B2B companies turn customer interactions into account-level revenue intelligence.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 12 | 57 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 · Sep 1, 2026 · View company records in RevenueBase | |||||
| 13 | 55 contacts → | ||||
Exact match “Innovative, smooth and customized onboarding solutions to notch up your business tech!” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 14 | 52 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 · Sep 1, 2026 · View company records in RevenueBase | |||||
| 15 | 51 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 · Sep 1, 2026 · View company records in RevenueBase | |||||
| 16 | 47 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 17 | 44 contacts → | ||||
Exact match “LinkToAny powers mission-critical integrations and onboarding experiences from the smallest Commerce startups to Fortune 500 platforms such as Shopify, PayPal and Lightspeed.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 18 | 38 contacts → | ||||
Exact match “Userflow is a Product Adoption Engine built for customer-obsessed teams.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 19 | 37 contacts → | ||||
Exact match “Dispatch was built on a simple belief: wealth management firms should be able to act on client and account data with confidence.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 20 | 36 contacts → | ||||
Exact match “CRMNEXT is a specialist Customer Relationship Management solution.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 21 | 28 contacts → | ||||
Exact match “OVA is the most advanced Automated, Intelligent, intuitive On-boarding platform for Staffing Firms of all sizes.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 22 | 25 contacts → | ||||
Exact match “Vikar transforms how Banks and Credit Unions grow.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 23 | 24 contacts → | ||||
Exact match “Avoka, now part of Temenos, creates customer acquisition and onboarding journeys for account opening, lending applications, and business onboarding.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 24 | 19 contacts → | ||||
Exact match “DocFox is now nCino.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 25 | 18 contacts → | ||||
Exact match “Copilot is a SaaS engagement acceleration platform designed to maximize the customer/ brand experience for smart consumer electronics brands.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “customer onboarding platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 114 customer onboarding platforms based in the United States
See the full list, filter by size, metro and specialty, and access 2,012 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Customer onboarding platforms based in the United States at a glance
As of Sep 1, 2026Companies by employee count
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 “customer onboarding platforms” 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 2,012 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 September 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 “customer onboarding platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many customer onboarding platforms are there based in the United States?
RevenueBase identified 114 company matches for customer onboarding platforms associated with the United States as of September 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?
Alkami Technology tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most customer onboarding platforms?
San Francisco leads with 12 company records, followed by New York (10) and Austin (6).
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 2,012 professional contacts with verified work emails tracked across these 114 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 September 1, 2026.
Ready to reach these companies? Verified emails and direct dials for all 114 customer onboarding platforms based in the United States. Start with a free account, no credit card.
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Customer onboarding platforms by geography
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.
More company lists
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- Lists A-Z
- New lists
- Customer onboarding platforms based in the United Kingdom
- Customer onboarding platforms based in London, United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
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Company intelligence · public preview
Top 25 customer onboarding platforms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 114 matching company records for customer onboarding platforms based in the United States, with 4,031 tracked contacts and 2,012 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 customer onboarding platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Alkami Technologyalkami.comHQ: HQ not recorded; location: Plano, TX, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Plano, TX, United States | 1,001-5,000 | Exact match | 1,055 contacts → |
“Alkami is the digital sales and service platform provider for U.S.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Signzysignzy.comHQ: HQ not recorded; location: Warrenville, IL, United StatesReported employees: 201-500 | HQ not recorded; location: Warrenville, IL, United States | 201-500 | Exact match | 451 contacts → |
“At Signzy, we’re solving for lasting first impressions and seamless new beginnings.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Rocketlanerocketlane.comHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 201-500 | HQ not recorded; location: San Francisco, CA, United States | 201-500 | Exact match | 255 contacts → |
“Rocketlane is a purpose-built customer onboarding and PSA platform that accelerates time-to-value and improves project profitability and predictability.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Clutchwithclutch.comHQ: HQ not recorded; location: San Francisco, United StatesReported employees: 51-200 | HQ not recorded; location: San Francisco, United States | 51-200 | Exact match | 238 contacts → |
“Building connected end-to-end journeys across the suite of banking products.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Metamapmetamap.comHQ: HQ not recorded; location: San Francisco, United StatesReported employees: 201-500 | HQ not recorded; location: San Francisco, United States | 201-500 | Exact match | 235 contacts → |
“MetaMap is a customer identity platform that helps merchants discover untapped potential by customizing to any data or work stream need.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Total Experttotalexpert.comHQ: HQ not recorded; location: St. Louis Park, MN, United StatesReported employees: 201-500 | HQ not recorded; location: St. Louis Park, MN, United States | 201-500 | Exact match | 233 contacts → |
“Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Amountamount.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 201-500 | HQ not recorded; location: Chicago, IL, United States | 201-500 | Exact match | 170 contacts → |
“Amount was acquired by FIS in August 2025.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  NARMInarmi.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 51-200 | HQ not recorded; location: New York, NY, United States | 51-200 | Exact match | 140 contacts → |
“Narmi offers state of the art digital banking and digital account opening platforms to financial institutions.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  QOUNTqount.ioHQ: HQ not recorded; location: Plano, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Plano, TX, United States | 51-200 | Exact match | 112 contacts → |
“Way Beyond Practice Management!” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Smartmedia Technologiessmartmediatech.ioHQ: HQ not recorded; location: Aspen, CO, United StatesReported employees: 51-200 | HQ not recorded; location: Aspen, CO, United States | 51-200 | Exact match | 101 contacts → |
“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.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Teamsupportteamsupport.comHQ: HQ not recorded; location: Dallas, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Dallas, TX, United States | 51-200 | Exact match | 58 contacts → |
“TeamSupport helps B2B companies turn customer interactions into account-level revenue intelligence.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  SEEDSuseseeds.comHQ: HQ not recorded; location: New York, United StatesReported employees: 11-50 | HQ not recorded; location: New York, United States | 11-50 | Exact match | 57 contacts → |
“A client onboarding and investing platform designed to help financial advisors effortlessly connect with more people, streamline operations, and inspire clients to engage.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Mainstreamtekmainstreamtek.comHQ: HQ not recorded; location: Mansfield, MA, United StatesReported employees: 11-50 | HQ not recorded; location: Mansfield, MA, United States | 11-50 | Exact match | 55 contacts → |
“Innovative, smooth and customized onboarding solutions to notch up your business tech!” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Onramponramp.usHQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 11-50 | HQ not recorded; location: Boston, MA, United States | 11-50 | Exact match | 52 contacts → |
“Founded in 2020, OnRamp is the intelligent, AI-enabled customer onboarding and engagement platform that helps companies accelerate adoption, strengthen customer relationships, and…” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Guidecxguidecx.comHQ: HQ not recorded; location: Lehi, UT, United StatesReported employees: 51-200 | HQ not recorded; location: Lehi, UT, United States | 51-200 | Exact match | 51 contacts → |
“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 description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  NUVOnuvo.comHQ: HQ not recorded; location: New York, United StatesReported employees: 51-200 | HQ not recorded; location: New York, United States | 51-200 | Exact match | 47 contacts → |
“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…” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Linktoanylinktoany.comHQ: HQ not recorded; location: Modesto, CA, United StatesReported employees: 11-50 | HQ not recorded; location: Modesto, CA, United States | 11-50 | Exact match | 44 contacts → |
“LinkToAny powers mission-critical integrations and onboarding experiences from the smallest Commerce startups to Fortune 500 platforms such as Shopify, PayPal and Lightspeed.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Userflowuserflow.comHQ: HQ not recorded; location: San Francisco, United StatesReported employees: 11-50 | HQ not recorded; location: San Francisco, United States | 11-50 | Exact match | 38 contacts → |
“Userflow is a Product Adoption Engine built for customer-obsessed teams.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Dispatchdispatch.ioHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: New York, NY, United States | 11-50 | Exact match | 37 contacts → |
“Dispatch was built on a simple belief: wealth management firms should be able to act on client and account data with confidence.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Crmnextcrmnext.us HQ: HQ not recorded; location: Raleigh, NC, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Raleigh, NC, United States | 1,001-5,000 | Exact match | 36 contacts → |
“CRMNEXT is a specialist Customer Relationship Management solution.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  ova.workova.workHQ: HQ not recorded; location: Alpharetta, GA, United StatesReported employees: 51-200 | HQ not recorded; location: Alpharetta, GA, United States | 51-200 | Exact match | 28 contacts → |
“OVA is the most advanced Automated, Intelligent, intuitive On-boarding platform for Staffing Firms of all sizes.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  VIKARvikartech.comHQ: HQ not recorded; location: Iselin, NJ, United StatesReported employees: 11-50 | HQ not recorded; location: Iselin, NJ, United States | 11-50 | Exact match | 25 contacts → |
“Vikar transforms how Banks and Credit Unions grow.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  AVOKAavoka.comHQ: HQ not recorded; location: Broomfield, CO, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Broomfield, CO, United States | 1,001-5,000 | Exact match | 24 contacts → |
“Avoka, now part of Temenos, creates customer acquisition and onboarding journeys for account opening, lending applications, and business onboarding.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Docfox USAdocfox.ioHQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 11-50 | HQ not recorded; location: Boston, MA, United States | 11-50 | Exact match | 19 contacts → |
“DocFox is now nCino.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  copilot.cxcopilot.cxHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: New York, NY, United States | 11-50 | Exact match | 18 contacts → |
“Copilot is a SaaS engagement acceleration platform designed to maximize the customer/ brand experience for smart consumer electronics brands.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 114 company matches
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Customer onboarding platforms: dataset insights
September 1, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
114 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for customer onboarding platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many customer onboarding platforms did RevenueBase find based in the United States?
The saved snapshot records 114 matching company records, 4,031 tracked contacts and 2,012 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Customer onboarding platforms by geography
Cite this list
RevenueBase Data Team. Top 25 customer onboarding platforms based in the United States. Snapshot: September 1, 2026. https://revenuebase.ai/companies/customer-onboarding-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Customer onboarding platforms based in the United Kingdom
- Customer onboarding platforms based in London, United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
Company intelligence · public preview
Top 25 customer onboarding platforms based in the United States
RevenueBase records 114 matching company records for customer onboarding platforms based in the United States, with 4,031 tracked contacts and 2,012 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 customer onboarding platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Alkami Technologyalkami.com HQ: HQ not recorded; location: Plano, TX, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Plano, TX, United States | 1,001-5,000 | Exact match | 1,055 contacts → |
“Alkami is the digital sales and service platform provider for U.S.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Signzysignzy.com HQ: HQ not recorded; location: Warrenville, IL, United StatesReported employees: 201-500 | HQ not recorded; location: Warrenville, IL, United States | 201-500 | Exact match | 451 contacts → |
“At Signzy, we’re solving for lasting first impressions and seamless new beginnings.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Rocketlanerocketlane.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 201-500 | HQ not recorded; location: San Francisco, CA, United States | 201-500 | Exact match | 255 contacts → |
“Rocketlane is a purpose-built customer onboarding and PSA platform that accelerates time-to-value and improves project profitability and predictability.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Clutchwithclutch.com HQ: HQ not recorded; location: San Francisco, United StatesReported employees: 51-200 | HQ not recorded; location: San Francisco, United States | 51-200 | Exact match | 238 contacts → |
“Building connected end-to-end journeys across the suite of banking products.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Metamapmetamap.com HQ: HQ not recorded; location: San Francisco, United StatesReported employees: 201-500 | HQ not recorded; location: San Francisco, United States | 201-500 | Exact match | 235 contacts → |
“MetaMap is a customer identity platform that helps merchants discover untapped potential by customizing to any data or work stream need.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Total Experttotalexpert.com HQ: HQ not recorded; location: St. Louis Park, MN, United StatesReported employees: 201-500 | HQ not recorded; location: St. Louis Park, MN, United States | 201-500 | Exact match | 233 contacts → |
“Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Amountamount.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 201-500 | HQ not recorded; location: Chicago, IL, United States | 201-500 | Exact match | 170 contacts → |
“Amount was acquired by FIS in August 2025.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | NARMInarmi.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 51-200 | HQ not recorded; location: New York, NY, United States | 51-200 | Exact match | 140 contacts → |
“Narmi offers state of the art digital banking and digital account opening platforms to financial institutions.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | QOUNTqount.io HQ: HQ not recorded; location: Plano, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Plano, TX, United States | 51-200 | Exact match | 112 contacts → |
“Way Beyond Practice Management!” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Smartmedia Technologiessmartmediatech.io HQ: HQ not recorded; location: Aspen, CO, United StatesReported employees: 51-200 | HQ not recorded; location: Aspen, CO, United States | 51-200 | Exact match | 101 contacts → |
“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.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Teamsupportteamsupport.com HQ: HQ not recorded; location: Dallas, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Dallas, TX, United States | 51-200 | Exact match | 58 contacts → |
“TeamSupport helps B2B companies turn customer interactions into account-level revenue intelligence.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | SEEDSuseseeds.com HQ: HQ not recorded; location: New York, United StatesReported employees: 11-50 | HQ not recorded; location: New York, United States | 11-50 | Exact match | 57 contacts → |
“A client onboarding and investing platform designed to help financial advisors effortlessly connect with more people, streamline operations, and inspire clients to engage.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Mainstreamtekmainstreamtek.com HQ: HQ not recorded; location: Mansfield, MA, United StatesReported employees: 11-50 | HQ not recorded; location: Mansfield, MA, United States | 11-50 | Exact match | 55 contacts → |
“Innovative, smooth and customized onboarding solutions to notch up your business tech!” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Onramponramp.us HQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 11-50 | HQ not recorded; location: Boston, MA, United States | 11-50 | Exact match | 52 contacts → |
“Founded in 2020, OnRamp is the intelligent, AI-enabled customer onboarding and engagement platform that helps companies accelerate adoption, strengthen customer relationships, and…” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Guidecxguidecx.com HQ: HQ not recorded; location: Lehi, UT, United StatesReported employees: 51-200 | HQ not recorded; location: Lehi, UT, United States | 51-200 | Exact match | 51 contacts → |
“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 description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | NUVOnuvo.com HQ: HQ not recorded; location: New York, United StatesReported employees: 51-200 | HQ not recorded; location: New York, United States | 51-200 | Exact match | 47 contacts → |
“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…” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Linktoanylinktoany.com HQ: HQ not recorded; location: Modesto, CA, United StatesReported employees: 11-50 | HQ not recorded; location: Modesto, CA, United States | 11-50 | Exact match | 44 contacts → |
“LinkToAny powers mission-critical integrations and onboarding experiences from the smallest Commerce startups to Fortune 500 platforms such as Shopify, PayPal and Lightspeed.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Userflowuserflow.com HQ: HQ not recorded; location: San Francisco, United StatesReported employees: 11-50 | HQ not recorded; location: San Francisco, United States | 11-50 | Exact match | 38 contacts → |
“Userflow is a Product Adoption Engine built for customer-obsessed teams.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Dispatchdispatch.io HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: New York, NY, United States | 11-50 | Exact match | 37 contacts → |
“Dispatch was built on a simple belief: wealth management firms should be able to act on client and account data with confidence.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Crmnextcrmnext.us HQ: HQ not recorded; location: Raleigh, NC, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Raleigh, NC, United States | 1,001-5,000 | Exact match | 36 contacts → |
“CRMNEXT is a specialist Customer Relationship Management solution.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | ova.workova.work HQ: HQ not recorded; location: Alpharetta, GA, United StatesReported employees: 51-200 | HQ not recorded; location: Alpharetta, GA, United States | 51-200 | Exact match | 28 contacts → |
“OVA is the most advanced Automated, Intelligent, intuitive On-boarding platform for Staffing Firms of all sizes.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | VIKARvikartech.com HQ: HQ not recorded; location: Iselin, NJ, United StatesReported employees: 11-50 | HQ not recorded; location: Iselin, NJ, United States | 11-50 | Exact match | 25 contacts → |
“Vikar transforms how Banks and Credit Unions grow.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | AVOKAavoka.com HQ: HQ not recorded; location: Broomfield, CO, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Broomfield, CO, United States | 1,001-5,000 | Exact match | 24 contacts → |
“Avoka, now part of Temenos, creates customer acquisition and onboarding journeys for account opening, lending applications, and business onboarding.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Docfox USAdocfox.io HQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 11-50 | HQ not recorded; location: Boston, MA, United States | 11-50 | Exact match | 19 contacts → |
“DocFox is now nCino.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | copilot.cxcopilot.cx HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: New York, NY, United States | 11-50 | Exact match | 18 contacts → |
“Copilot is a SaaS engagement acceleration platform designed to maximize the customer/ brand experience for smart consumer electronics brands.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 114 company matches
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Customer onboarding platforms: dataset insights
September 1, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
114 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for customer onboarding platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many customer onboarding platforms did RevenueBase find based in the United States?
The saved snapshot records 114 matching company records, 4,031 tracked contacts and 2,012 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Customer onboarding platforms by geography
Cite this list
RevenueBase Data Team. Top 25 customer onboarding platforms based in the United States. Snapshot: September 1, 2026. https://revenuebase.ai/companies/customer-onboarding-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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