Fundraising Fox

Digital Onboarding

Boston, US · Founded 2015 · 2 known investors

Digital Onboarding is a data-driven engagement platform that helps banks and credit unions activate and retain new account holders through personalized campaigns across email, SMS, digital banking, and branch channels. It connects core, transaction, and engagement data to drive actions like direct deposit setup, card activation, and service enrollment for financial institutions.

FintechMarketing TechSaaS

Founders & leadership

JW
John WallaceNamed on SEC filing
EB
Edward BrownNamed on SEC filing
JC
Jonathan CrossmanNamed on SEC filing
LM
Laurie McLachlanNamed on SEC filing

Investors · 2

FINTOP CapitalNashville
Volition CapitalBoston · $10M – $100M

Funding

SEC filings, press & company announcements

$62M disclosed across 4 rounds · 2018–2024

▶$3MraisedFeb 2020 · 5 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • John PhilpottDirector
  • Laurie McLachlanExecutive Officer
  • Jonathan CrossmanExecutive Officer
  • Edward W. BrownExecutive Officer, Director
Offering amount
$4.1M
Amount sold
$3M
Minimum investment
$1
First sale
Dec 2019
Incorporated
Corporation, Delaware, 2015
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$815KraisedFeb 2019 · 19 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Edward BrownExecutive Officer, Director
  • Laurie McLachlanExecutive Officer
  • John WallaceExecutive Officer
  • Jonathan CrossmanExecutive Officer
Offering amount
$1M
Amount sold
$815K
Minimum investment
$1
First sale
Dec 2018
Incorporated
Corporation, Delaware, 2015
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$210KraisedJul 2018 · 7 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • John WallaceExecutive Officer
  • Edward BrownExecutive Officer, Director
  • Jonathan CrossmanExecutive Officer
  • Laurie McLachlanExecutive Officer
Offering amount
$500K
Amount sold
$210K
Minimum investment
$1
First sale
Jun 2018
Incorporated
Corporation, Delaware, 2015
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

In the news

Digital Onboarding raises $58m in growth funding, Cristobal de Atuchanews.fintech.io · Jan 2024DailyPay, Digital Onboarding Raise Funds; is VC on the up? | FinTech Magazinefintechmagazine.com · Jan 2024Digital Onboarding Raises $58M Growth Investment from Volition Capital to Solidify Position as the Leading Digital Engagement Platform for Banks and Credit Unionsprweb.com · Jan 2024Digital Onboarding Raises $58M Growth Investmentvolitioncapital.com · Jan 2024Digital Onboarding grabs $58M to help banks with profitable customer engagement | TechCrunchtechcrunch.com · Jan 2024Digital Onboarding Raises Funding To Help Banks Develop More Engaging Relationshipspulse2.com · Aug 2020

Frequently asked questions

What does Digital Onboarding do?
Digital Onboarding is a data-driven engagement platform that helps banks and credit unions activate and retain new account holders through personalized campaigns across email, SMS, digital banking, and branch channels. It connects core, transaction, and engagement data to drive actions like direct deposit setup, card activation, and service enrollment for financial institutions.
Who are Digital Onboarding's investors?
Digital Onboarding's investors include FINTOP Capital, Volition Capital.
How much funding has Digital Onboarding raised?
Digital Onboarding has disclosed $62M raised across 4 rounds.
Where is Digital Onboarding headquartered?
Digital Onboarding is headquartered in Boston, US.