/Companies

Digital Onboarding

Boston, US · Founded 2015 · 2 known investors

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Digital Onboarding provides a customer engagement platform for financial institutions that automates multi-channel communications (email, SMS, in-branch, digital banking) to increase product adoption and account holder retention. The platform includes campaign templates, personalized microsites, mobile app widgets, and analytics tools designed for community and regional banks.

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

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

Frequently asked questions

What does Digital Onboarding do?
Digital Onboarding provides a customer engagement platform for financial institutions that automates multi-channel communications (email, SMS, in-branch, digital banking) to increase product adoption and account holder retention. The platform includes campaign templates, personalized microsites, mobile app widgets, and analytics tools designed for community and regional banks.
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.