As of September 2026, Latka tracks 8 digital customer onboarding software companies with $1M–$5M in annual revenue. They have combined revenues of $16.8M and employ 447 people. They serve 1K customers combined.
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.
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.
Sorting: Highest -> Lowest
Showing 8 of 8 companies ranked by annual revenue.
Bloomington, Minnesota, United States
Dispatch is the enterprise leader in data orchestration for wealth management. They power AI-native workflows and real-time data sync across systems—eliminating repetitive tasks, streamlining onboarding, and making it effortless for financial advisors to manage and serve their clients.
Toronto, Ontario, Canada
ASAPP Financial Technology provides customer experience software that supports regulated financial institutions as they Originate, Onboard, Understand, and Grow their Customer Relationships. In Canada, the ASAPP OXP® | Omnichannel Experience Platform has helped over 50 Canadian credit unions create sustainable competitive advantages to compete against direct-to-consumer fintech solutions. In the United States, the bank.io OXP™ | Omnichannel Experience Platform delivers Origination and Engagement feature sets that leverage our experience gained supporting Canadian financial institutions, while delivering a solution that adapts to the challenges and opportunities for the US credit union and community bank markets.
Paris, France
Tired of chasing clients or partners for their information? Use Clustdoc instead to automate your onboarding processes and remotely capture required documents, files, Signatures, payments, and overall information as part of your customer or admin onboarding procedures. We transform your onboarding workflows into a highly-converting & unique experiences that will delight your stakeholders and help your team process more easily submitted information. No delay, no mistakes. Use Clustdoc to streamline all your processes including: - Client onboarding/registration - Tenant/Landlord application - Student enrollment - Partner registration - Case management - Vendor sourcing - Annual tax report - Company registration - Due diligence/ Valuation process - Loan application - Anything! Visit clustdoc.com for a free trial
Sydney, New South Wales, Australia
DigitalChameleon is an AI-driven digital engagement platform for banks and financial institutions.
Varazdin, Varazdinska, Croatia
IDENTYUM is a digital transformation solution for businesses, providing essential technology for the seamless digitization of their operations. Our platform enables online KYC services and onboarding, authentication, PSD2 AISP services, and legally compliant e-signing of documents. Catering to a wide range of industries, Identyum offers tailored services for banks, fintech companies, insurance providers, hotels, hospitality businesses, car rental agencies, event organizers, medical service providers, online adult industry providers, and more.
London, London, United Kingdom
TechPassport is a pioneering platform that connects FinTechs with financial institutions to drive innovation and streamline the onboarding process. Our marketplace offers financial institutions access to a curated selection of Enterprise Ready FinTech solutions, enabling them to quickly and efficiently find partners that meet their specific needs. With over 300 FinTechs and a refined network of 2,000+ suppliers, TechPassport simplifies the process of collaboration, reducing time and costs while enhancing operational efficiency. In addition to our marketplace, TechPassport offers the DORA as a Service (DaaS) platform, a cutting-edge solution designed to help financial institutions comply with the Digital Operational Resilience Act (DORA). DaaS automates the capture and management of third-party data, providing comprehensive tools for managing high-risk third-party providers, 3rd, 4th, and 5th party dependencies, and concentration risks. By offering real-time insights and robust reporting capabilities, the DaaS platform ensures that financial institutions can meet DORA requirements with ease, enhancing their operational resilience and regulatory compliance. Together, our marketplace and DaaS platform position TechPassport as a leader in the FinTech space, empowering financial institutions to innovate confidently while adhering to stringent regulatory standards. We bridge the gap between technology providers and financial institutions, ensuring seamless collaboration and compliance in a rapidly evolving financial landscape.
London, England, United Kingdom
Provider of a client onboarding app designed for wealth, insurance and mortgage advisors. The app streamlines workflows and automates on-boarding, reducing costs by 10x while improving client conversion.
Latka tracks 8 digital customer onboarding software companies with $1M–$5M in annual revenue. Together they generate $16.8M in annual revenue and employ 447 people.
dispatchit.com is the largest, with $4.1M in annual revenue, founded in 2016.
The average digital customer onboarding software company in this list makes $2.1M a year, across 8 companies with reported revenue. They serve 1K customers combined.
Ranked by annual revenue, the leaders are dispatchit.com, Trébol, ASAPP Financial Technology, Clust and DigitalChameleon.
- 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
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