Company lists · Data refreshed September 2026

Top 25 Customer onboarding software companies based in the United States

Name: Customer onboarding software companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 3, 2026 99 companies tracked

RevenueBase identified 99 customer onboarding software companies headquartered in the United States as of September 2026 and tracks 3,226 professional contacts across them, including 1,387 with verified work emails and 760 with mobile numbers. San Francisco is the largest hub.

This list covers customer 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 3, 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.

How to read this list RevenueBase Smart Search rating on every row Refreshed Sep 3, 2026 86% judged on-target in blind review

99Companies

3,226Contacts tracked

1,387Verified emails

760Mobile numbers

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The 25 largest customer onboarding software companies based in the United States

Ranked by team size

Top 25 of 99 customer onboarding software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 3, 2026. RevenueBase Smart Search rates how each company's information relates to customer onboarding software companies: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Mitek Systems	Indirect evidence	San Diego, CA, United States	501-1,000	909 contacts →
	Indirect evidence “Mitek protects what’s real across digital interactions in a world of evolving threats.” Source: RevenueBase Database · checked Sep 3, 2026
2	Persona	Indirect evidence	San Francisco, CA, United States	501-1,000	534 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 3, 2026
3	Signzy	Indirect evidence	Warrenville, IL, United States	201-500	451 contacts →
	Indirect evidence “At Signzy, we’re solving for lasting first impressions and seamless new beginnings.” Source: RevenueBase Database · checked Sep 3, 2026
4	Rocketlane	Strong evidence	San Francisco, CA, United States	201-500	255 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 3, 2026
5	Middesk	Indirect evidence	San Francisco, CA, United States	51-200	143 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 3, 2026
6	QOUNT	Indirect evidence	Plano, TX, United States	51-200	112 contacts →
	Indirect evidence “Way Beyond Practice Management!” Source: RevenueBase Database · checked Sep 3, 2026
7	Mainstreamtek	Strong evidence	Mansfield, MA, United States	11-50	55 contacts →
	Strong evidence “Innovative, smooth and customized onboarding solutions to notch up your business tech!” Source: RevenueBase Database · checked Sep 3, 2026
8	Onramp	Strong evidence	Boston, MA, United States	11-50	52 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 3, 2026
9	Guidecx	Partial evidence	Lehi, UT, United States	51-200	51 contacts →
	Partial 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 3, 2026
10	NUVO	Strong evidence	New York, United States	51-200	47 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 3, 2026
11	Prelim	Partial evidence	San Francisco, CA, United States	51-200	44 contacts →
	Partial evidence “Prelim helps automate deposit, treasury services, and lending onboarding for U.S.” Source: RevenueBase Database · checked Sep 3, 2026
12	Linktoany	Partial evidence	Modesto, CA, United States	11-50	44 contacts →
	Partial 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 3, 2026
13	ova.work	Indirect evidence	Alpharetta, GA, United States	51-200	28 contacts →
	Indirect evidence “OVA is the most advanced Automated, Intelligent, intuitive On-boarding platform for Staffing Firms of all sizes.” Source: RevenueBase Database · checked Sep 3, 2026
14	Aiprise INC	Indirect evidence	Santa Clara, CA, United States	11-50	26 contacts →
	Indirect evidence “Verify and onboard businesses and individual from 200+ countries with AiPrise Identity Platform.” Source: RevenueBase Database · checked Sep 3, 2026
15	AVOKA	Strong evidence	Broomfield, CO, United States	1,001-5,000	24 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 3, 2026
16	Blockpass	Indirect evidence	Auburn, NY, United States	11-50	21 contacts →
	Indirect evidence “Blockpass is the the ultimate turnkey digital identification solution for remote and regulated businesses.” Source: RevenueBase Database · checked Sep 3, 2026
17	Docfox USA	Indirect evidence	Boston, MA, United States	11-50	19 contacts →
	Indirect evidence “DocFox is now nCino.” Source: RevenueBase Database · checked Sep 3, 2026
18	Mobilender INC	Indirect evidence	Sunnyvale, CA, United States	51-200	17 contacts →
	Indirect evidence “SaaS company focused on the development of Fintech products Promoting Financial Inclusion.” Source: RevenueBase Database · checked Sep 3, 2026
19	allclear.ai	Indirect evidence	Davie, FL, United States	11-50	15 contacts →
	Indirect evidence “Our Vision & Mission is to empower industries by providing White-label Fintech-type technology advancements, that allows our strategic partners to focus on growth, while we focus…” Source: RevenueBase Database · checked Sep 3, 2026
20	Financial Operations Networks FON	Indirect evidence	Atlanta, GA, United States	11-50	15 contacts →
	Indirect evidence “Financial Operations Networks (FON) helps elevate the way that accounts payable and procurement teams work with suppliers.” Source: RevenueBase Database · checked Sep 3, 2026
21	under.io	Indirect evidence	Charlotte, NC, United States	11-50	12 contacts →
	Indirect evidence “Under helps payments companies onboard merchants faster, automate underwriting, and offer modern processing-so they can compete with fintechs and win more merchants.” Source: RevenueBase Database · checked Sep 3, 2026
22	Preventor	Partial evidence	Miami, FL, United States	11-50	12 contacts →
	Partial evidence “Preventor is a digital onboarding, compliance, and financial crime prevention platform that provides banks, fintechs, remittance companies, and financial institutions with…” Source: RevenueBase Database · checked Sep 3, 2026
23	Crypton Business Software	Partial evidence	Augusta, GA, United States	11-50	10 contacts →
	Partial evidence “At Crypton, we’ve built a powerful suite of proprietary software tools that help businesses deliver exceptional service.” Source: RevenueBase Database · checked Sep 3, 2026
24	Hyperverge	Indirect evidence	Palo Alto, CA, United States	51-200	10 contacts →
	Indirect evidence “HyperVerge is a B2B SaaS company providing AI-based identity verification (KYC) & business verification (KYB) solutions for companies in Fintech, BFSI, Insurance, Lending, Gaming…” Source: RevenueBase Database · checked Sep 3, 2026
25	Verified	Indirect evidence	New York, NY, United States	11-50	10 contacts →
	Indirect evidence “Verified is a trusted technology provider for companies of every scale, from publicly traded giants to small startups, across finance, healthcare, and other industries.” Source: RevenueBase Database · checked Sep 3, 2026

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: customer 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 customer onboarding software companies.
Partial evidence: Its own public description names part of customer 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 customer 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 99 customer onboarding software companies based in the United States

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Customer onboarding software companies based in the United States at a glance

As of Sep 3, 2026

43.0%Verified-email coverage

23.6%Mobile-number coverage

32.6Average contacts per company

11-50Median size (employees)

7.1%Largest-city concentration · San Francisco

Sep 3, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 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 “customer 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 customer 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 customer 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, 1,387 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 3, 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 customer 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 customer onboarding software companies are there based in the United States?

RevenueBase identified 99 customer 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 customer onboarding software companies?

San Francisco leads with 7 headquartered companies, followed by Austin (5) and New York (4).

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 1,387 verified decision-maker contacts tracked across these 99 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 3, 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.