Company lists · Data refreshed September 2026
Top 25 Customer onboarding software companies based in the United States
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, how directly it supports the match, 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 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 software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 909 | ||||
“Mitek protects what’s real across digital interactions in a world of evolving threats.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 2 | 534 | ||||
“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: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 3 | 451 | ||||
“At Signzy, we’re solving for lasting first impressions and seamless new beginnings.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 4 | 255 | ||||
“Rocketlane is a purpose-built customer onboarding and PSA platform that accelerates time-to-value and improves project profitability and predictability.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 5 | 143 | ||||
“Businesses can’t move at the speed of the modern economy without knowing who they’re working with.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 6 | 112 | ||||
“Way Beyond Practice Management!” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 7 | 55 | ||||
“Innovative, smooth and customized onboarding solutions to notch up your business tech!” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 8 | 52 | ||||
“Founded in 2020, OnRamp is the intelligent, AI-enabled customer onboarding and engagement platform that helps companies accelerate adoption, strengthen customer relationships, and…” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 9 | 51 | ||||
“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: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 10 | 47 | ||||
“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: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 11 | 44 | ||||
“Prelim helps automate deposit, treasury services, and lending onboarding for U.S.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 12 | 44 | ||||
“LinkToAny powers mission-critical integrations and onboarding experiences from the smallest Commerce startups to Fortune 500 platforms such as Shopify, PayPal and Lightspeed.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 13 | 28 | ||||
“OVA is the most advanced Automated, Intelligent, intuitive On-boarding platform for Staffing Firms of all sizes.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 14 | Aiprise INCIndirect evidence | 26 | |||
“Verify and onboard businesses and individual from 200+ countries with AiPrise Identity Platform.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 15 | 24 | ||||
“Avoka, now part of Temenos, creates customer acquisition and onboarding journeys for account opening, lending applications, and business onboarding.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 16 | 21 | ||||
“Blockpass is the the ultimate turnkey digital identification solution for remote and regulated businesses.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 17 | 19 | ||||
“DocFox is now nCino.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 18 | Mobilender INCIndirect evidence | 17 | |||
“SaaS company focused on the development of Fintech products Promoting Financial Inclusion.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 19 | 15 | ||||
“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: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 20 | 15 | ||||
“Financial Operations Networks (FON) helps elevate the way that accounts payable and procurement teams work with suppliers.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 21 | under.ioIndirect evidence | 12 | |||
“Under helps payments companies onboard merchants faster, automate underwriting, and offer modern processing-so they can compete with fintechs and win more merchants.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 22 | PreventorPartial evidence | 12 | |||
“Preventor is a digital onboarding, compliance, and financial crime prevention platform that provides banks, fintechs, remittance companies, and financial institutions with…” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 23 | 10 | ||||
“At Crypton, we’ve built a powerful suite of proprietary software tools that help businesses deliver exceptional service.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 24 | HypervergeIndirect evidence | 10 | |||
“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: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 25 | VerifiedIndirect evidence | 10 | |||
“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: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
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, 2026Companies by employee count
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 evidence 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 SmartSearch, 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.
- 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 an evidence 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
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 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.
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