Latka logo

Top 1 Client Onboarding Software Companies With $10M–$100M Revenue (August 2026)

As of August 2026, Latka tracks 1 client onboarding software companies with $10M–$100M in annual revenue. They have combined revenues of $16.2M and employ 147 people.

Every company below sells client onboarding software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.

What Client Onboarding Software Companies do

Client onboarding software is designed to facilitate and optimize the process of introducing new clients to a company's products or services. It typically encompasses tools that automate various tasks involved in onboarding, such as document management, task assignment, and progress tracking, ensuring a smooth transition for clients from initial engagement to active use of the product. The main use cases for this software include streamlining communication, enhancing customer education, and improving client retention rates by providing dedicated support during the onboarding phase. Common features of client onboarding software include customizable onboarding templates, automated workflows, user-friendly interfaces, in-app tutorials, and analytics dashboards. These tools cater not just to the operational needs of businesses but also enhance the client's experience by offering a structured onboarding journey. Typical buyer personas include customer success teams, sales operations, and project management professionals, all aimed at fostering strong client relationships from the onset of the engagement.

Companies
1
Revenue
$16.2M
Funding
-
Employees
147

Filters

Sorting: Highest -> Lowest

Filters
Revenue
All<$1M$1M-$5M$5M-$10M$10M-$100M$100M+
Funding (Locked)Growth (Locked)Team-Size (Locked)

Top Client Onboarding Software Companies With $10M–$100M Revenue

Showing 1 of 1 companies ranked by annual revenue.

1Codat logo
Codat

London, London, United Kingdom

We offer products that make it easy to access, synchronize, and interpret data from your business customers’ financial software for specific use cases, such as onboarding suppliers to commercial card programs and underwriting business loans. The depth of specialization and expertise that runs through our products and service enables our clients to more effectively grow share of wallet, reduce churn, and scale operations. Founded in 2017, Codat is trusted by over 300 global clients and backed by leading investors, including JP Morgan, Canapi Ventures, Shopify, Plaid, Tiger Global, PayPal Ventures, Index Ventures, and American Express Ventures.

Revenue
$16.2M
Year founded
2017
Team size
147

Frequently asked questions about Client Onboarding Software Companies With $10M–$100M Revenue

How many client onboarding software companies with $10M–$100M in annual revenue are there?

Latka tracks 1 client onboarding software companies with $10M–$100M in annual revenue. Together they generate $16.2M in annual revenue and employ 147 people.

Which client onboarding software company with $10M–$100M in annual revenue is the largest?

Codat is the largest, with $16.2M in annual revenue, founded in 2017.

How much revenue does a typical client onboarding software company with $10M–$100M in annual revenue make?

The average client onboarding software company in this list makes $16.2M a year, across 1 companies with reported revenue.

Who are the leading Client Onboarding software vendors with $10M–$100M in annual revenue?

Ranked by annual revenue, the leaders are Codat.

Related ERP Software categories

All ERP Software SaaS categoriesEvery category we track inside ERP Software, each ranked by revenue.Browse every SaaS industryThe full A-Z of SaaS categories Latka tracks, from Client Onboarding to everything else.

Inclusion Criteria

- Software must provide tools for managing client documentation and forms - Should automate onboarding workflows and task assignments - Must include features for tracking client progress through the onboarding process - Should support communication channels to facilitate interaction between clients and the onboarding team - Not just a general project management tool; must specifically address onboarding processes and client support functionalities