About Digital Onboarding
Digital Onboarding is a Financial Services company based in Boston (United States) founded in 2015 by Ted Brown and Jonathan Crossman. Lead nurturing platform for banks and credit unions is operated. It operates in the Financial Services and Technology sectors. Digital Onboarding has raised $62.03 million across 6 funding rounds from investors including FIS, Volition Capital and Detroit Venture Partners. Its chief executive, as recorded, is Ted Brown. Its website digitalonboarding.com draws about 33 thousand monthly visits. Digital Onboarding offers products and services including Digital Onboarding Platform, Analytics and Insights Tool, and Cross-Selling Service. Its focus areas include FinTech, Banking Tech, CRM and Enterprise Applications. Its competitors include Glia, Eltropy and Kasisto; 3 of its 3 listed competitors have raised funding.
Company details
Founded in 2015 and based in Boston, United States, a lead nurturing platform is provided for banks and credit unions. Customers and members are engaged to adopt account-related services through gamified incentives, such as cash bonuses, which encourage online banking sign-ups, mobile app downloads, direct deposit setups, and debit card activations. Automated email and text campaigns are utilized to remind users of these actions and digital enrollments.
- Headquarters Boston, United States
- Founders Ted Brown, Jonathan Crossman
- SectorsFinancial ServicesTechnology
- Website category Finance · Banking Credit and Lending
- Email••••••••
- Phone•••• ••••
- Website digitalonboarding.com
- Social LinkedIn X YouTube
- Total Equity Funding$62.03M (USD)
in 6 rounds
- Latest Funding Round$58M (USD), Series B
Jan 2024
- InvestorsFIS
& 2 more
Products & Services of Digital Onboarding
Digital Onboarding offers a comprehensive portfolio of products and services, including Digital Onboarding Platform, Analytics and Insights Tool, and Cross-Selling Service.
Platform for banks to onboard and engage customers effectively
Tools to analyze customer behavior and identify opportunities
Features for expanding customer relationships through targeted offers
Apps and channels of Digital Onboarding
its YouTube channel Digital Onboarding, Inc. has 103 subscribers and 30 videos.
Videos from Digital Onboarding
The most watched videos on Digital Onboarding's YouTube channel, Digital Onboarding, Inc. (103 subscribers). Click a video to play it here.
More on Digital Onboarding, Inc..
Funding Insights of Digital Onboarding
Digital Onboarding has successfully raised a total of $62.03M across 6 strategic funding rounds. The most recent funding activity was a Series B round of $58 million completed in January 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $62.03M
- Total Rounds 6
- Last Round Series B — $58M
- First Round $210,003
(Jun 2018)
- Investors Count 3
All 6 funding rounds of Digital Onboarding with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2024 | $58M | Series B | – | Volition Capital | – |
| Aug 2020 | Series A | – | Detroit Venture Partners | – | |
| Feb 2020 | $3M | Seed | – | – | – |
| May 2019 | Seed | – | FIS | – | |
| Feb 2019 | $815,027 | Seed | – | – | – |
| Jun 2018 | $210,003 | Seed | – | – | – |
3 investors in total: 3 institutional.
Investors in Digital Onboarding
Digital Onboarding has secured backing from 3 investors, including venture fund and institutional investors. Prominent investors backing the company include FIS, Volition Capital and Detroit Venture Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital investments are directed toward companies in multiple sectors. | volitioncapital.com | Boston, United States | ||
Tech focused VC firm that does seed and early stage investments in the US | detroit.vc | Detroit, United States | ||
Software suites for banks and financial institutions are provided. | 1968 | fisglobal.com | Jacksonville, United States |
Investor details for Digital Onboarding
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
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People of Digital Onboarding
20 people are tracked at Digital Onboarding (6 in leadership, 14 in team).
| Name | Role | Group |
|---|---|---|
Ted Brown | Co-Founder & CEO | Leadership |
Jonathan Crossman | Co-Founder & CTO | Leadership |
Charlie Kroll | CEO | Leadership |
Matt Gelb | CFO | Leadership |
Shamila Nduriri | Chief Delivery Officer | Leadership |
Kim Rose | Chief Operating Officer | Leadership |
Adam Westley | SVP, Strategic Partnerships | Team |
Topher Hunt | Senior Full Stack Engineer | Team |
Sy Phul | Vciso | Team |
Lorraine Liblanc | Compliance Accountant | Team |
Julie Vongrassamy | Strategic Accounts Manager | Team |
Carolyn Giuliano | Sales Executive | Team |
Sherita Meyer | Administrator | Team |
Trevor Thompson | Sales Executive | Team |
Jeff Taylor | Sales Executive | Team |
Scott Fennell | Sales Executive | Team |
Dana Dimodica | Recruiting | Team |
Shawn Hasten | Product Specialist | Team |
Jesse Hamilton | Senior Solutions Engineer | Team |
Sara Davison | L1 Product Specialist | Team |
Complete people profiles for Digital Onboarding
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Verified entity values are shown only after access is granted.
Timeline of Digital Onboarding
3 dated milestones of Digital Onboarding across 9 years, from founding to its latest funding, stage changes and deals.
- Founded Digital Onboarding is founded.
- Funding First funding round of $210K.
- Funding Latest funding round, Series B, of $58.0M.
Competitors of Digital Onboarding
Digital Onboarding has 3 listed competitors in our database, 3 of them funded. They include Glia, Eltropy and Kasisto.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| glia.com | 2012 | New York, United States | $152M | 130 | Cloud-based omnichannel platform is provided for financial customer service. | |
| eltropy.com | 2014 | Milpitas, United States | $25M | 113 | Reputation management software is provided for solar industry sales. | |
| kasisto.com | 2013 | New York, United States | $90.95M | AI-driven conversational banking solutions are provided for enterprises. |
Detailed competitors of Digital Onboarding
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Web traffic of Digital Onboarding
The website of Digital Onboarding (digitalonboarding.com) receives about 33.2K visits a month and ranks #632,302 among all websites worldwide, #7,948 in Banking Credit and Lending.
- Monthly visits33.2K
▼ 8.2% vs previous month
- Unique visitors15.9K
per month
- Global rank#632,302
among all websites
- Category rank#7,948
Finance · Banking Credit and Lending
- Bounce rate30%
- Pages per visit5.0
- Average visit4 min 03 sec
- DevicesDesktop 6% · Mobile 94%
Websites whose visitors overlap most with Digital Onboarding. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| thefinancialbrand.com | 100% | #374,173 | View details |
Top companies in Insurance Technology & Support Services
3 companies that operate in the same segment as Digital Onboarding (Insurance Technology & Support Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based platform for property and casualty insurance is provided. | 2001 | San Mateo, California, United States | USD 1.48 B | 226 | ||
Claims administration, loss adjusting, and benefits management services are provided. | 1969 | Memphis, Tennessee, United States | USD 2.63 M | |||
Online property and casualty insurance is provided for businesses. | 2017 | San Francisco, California, United States | USD 800 M | 699 |
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Related news about Digital Onboarding
Complete news archive for Digital Onboarding
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Frequently Asked Questions about Digital Onboarding
Digital Onboarding was founded in 2015 and raised its 1st funding round 3 years after it was founded.
Digital Onboarding is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Ted Brown is the CEO of Digital Onboarding, as recorded in our data. They have also founded this company.
Digital Onboarding is a funded company, having raised a total of $62.03M across 6 funding rounds to date. The company's 1st funding round was a Seed of $210K, raised on Jun 2018.
Founded in 2015 and based in Boston, United States, a lead nurturing platform is provided for banks and credit unions. Customers and members are engaged to adopt account-related services through gamified incentives, such as cash bonuses, which encourage online banking sign-ups, mobile app downloads, direct deposit setups, and debit card activations. Automated email and text campaigns are utilized to remind users of these actions and digital enrollments.
Digital Onboarding offers Digital Onboarding Platform, Analytics and Insights Tool, and Cross-Selling Service.
Digital Onboarding has 3 investors. Key investors include FIS, Volition Capital, and Detroit Venture Partners.