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Top 3 Digital Customer Onboarding Software Companies With $5M–$10M Revenue (September 2026)

As of September 2026, Latka tracks 3 digital customer onboarding software companies with $5M–$10M in annual revenue. They have combined revenues of $20.4M and employ 311 people. They have raised $4.7M.

Every company below sells digital customer 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 Digital Customer Onboarding Software Companies do

Digital Customer Onboarding Software is a specialized category of tools designed to facilitate the process of onboarding new customers, ensuring they have a smooth introduction to a company's products or services. These platforms often provide features such as user guidance, progress tracking, and engagement analytics, helping organizations identify areas where users may experience challenges or drop-offs during the onboarding process. The primary use cases for digital onboarding software include automating the onboarding journey for new clients, providing interactive tutorials, and integrating with other customer relationship management systems. Typical workflows may involve customized onboarding paths, onboarding checklists, and feedback mechanisms that enable companies to enhance user experiences over time. The common buyer personas for this software include customer success managers, sales operations teams, and product managers who are focused on improving user engagement and satisfaction at the onset of the customer relationship.

Companies
3
Revenue
$20.4M
Funding
$4.7M
Employees
311

Filters

Sorting: Highest -> Lowest

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

Top Digital Customer Onboarding Software Companies With $5M–$10M Revenue

Showing 3 of 3 companies ranked by annual revenue.

1FinBox logo
FinBox

Bengaluru, Karnataka, India

Developer of a SaaS-based personal finance management application designed to simplify the process of digital lending. The company's application provides automate identity verification using photo matching, e-KYC and document text extraction, facilitates underwriting of loans at controlled risk and offers smart cross-selling, enabling lenders to take back control of their financial life through engaging analysis of their spends and recommendations when they need them.

Revenue
$8.9M
Year founded
2015
Team size
217
2Digital Onboarding logo
Digital Onboarding

Boston, Massachusetts, United States

Developer of a SaaS technology platform designed to help banking customers activate financial services products for their new clients. The company's platform allows creating email and SMS reminders instantly that drive to personalized, digital journeys which educate and motivate customers and members to take action, enabling banks and credit unions to turn account holders into engaged and profitable relationships by making it easy to adopt account-related services.

Revenue
$6.5M
Year founded
2015
Funding
$4.7M
Team size
59
3Prelim logo
Prelim

San Francisco, California, United States

Software for banks to open bank accounts

Revenue
$5M
Year founded
2017
Team size
35

Frequently asked questions about Digital Customer Onboarding Software Companies With $5M–$10M Revenue

How many digital customer onboarding software companies with $5M–$10M in annual revenue are there?

Latka tracks 3 digital customer onboarding software companies with $5M–$10M in annual revenue. Together they generate $20.4M in annual revenue and employ 311 people.

Which digital customer onboarding software company with $5M–$10M in annual revenue is the largest?

FinBox is the largest, with $8.9M in annual revenue, founded in 2015.

How much revenue does a typical digital customer onboarding software company with $5M–$10M in annual revenue make?

The average digital customer onboarding software company in this list makes $6.8M a year, across 3 companies with reported revenue.

Who are the leading Digital Customer Onboarding software vendors with $5M–$10M in annual revenue?

Ranked by annual revenue, the leaders are FinBox, Digital Onboarding and Prelim.

How much funding have digital customer onboarding software companies with $5M–$10M in annual revenue raised?

The 3 digital customer onboarding software companies with $5M–$10M in annual revenue tracked here have raised $4.7M in disclosed funding between them.

Related Vertical Industry Software categories

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

Inclusion Criteria

- Must offer tools for creating customized onboarding experiences or workflows - Should include tracking and analytics features to monitor user progress - Needs to provide support for integrating with existing customer relationship management (CRM) systems - Must allow for user feedback collection during the onboarding process - Not limited to onboarding features; must also facilitate customer engagement post-onboarding - Should be designed for both B2C and B2B onboarding scenarios - Must include interactive tutorials or training modules for new users