About
OnBord provides a secure, white-label SaaS platform for wealth and financial advisors to simplify, accelerate, and automate new client onboarding. The software streamlines the process through automated SMS and email reminders, direct integrations for digital signing, and ensures client data is transmitted securely without touching OnBord's database. This service helps financial advisors save time and money by reducing back-and-forth communication and ensuring compliance.
Key facts
- Website
- onbord.io
- Founded
- 2020
- Employees
- 5
Tech stack
Detected on onbord.io, last scanned 20 Oct 2026. Run your own scan
- Email provider
- Google Workspace
OnBord scores 28. Does yours?
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Frequently asked
Is OnBord trustworthy and reputable?
StartupHub's Data Trust & Reputation score for OnBord is 59 out of 100, a use-caution rating, based on site security posture, privacy practices, malware and phishing checks, and public reputation signals.
How many employees does OnBord have?
OnBord has approximately 5 people on record.
Public record
SEC filings, insider activity, nonprofit links and pay benchmarks for OnBord
