Digital Onboarding
Boston, US · Founded 2015 · 2 known investors
Find your way into Digital Onboarding
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
- $58Mgrowth investmentJan 2024 · 3 sources
Volition Capital (lead)
Source ↗
▶$3MraisedFeb 2020 · 5 investors · Other TechnologyRule 506(b)
▶$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
▶$815KraisedFeb 2019 · 19 investors · Other TechnologyRule 506(b)
▶$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
▶$210KraisedJul 2018 · 7 investors · Other TechnologyRule 506(b)
▶$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
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.