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OnBord

OnBord

Private
Harleysville, PennsylvaniaFinTechhttps://onbord.io/

Company Overview

OnBord operates in FinTech and is based in Harleysville, Pennsylvania. It was founded in 2019.

OnBord is a wealthtech company that provides a secure, white-labeled digital onboarding and advisor transition platform for registered investment advisors and wealth management firms.

Sector

FinTech

Verticals

Wealth Management, Workflow Automation, Compliance & Risk, Document Management

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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OnBord Comparables

Compare OnBord with similar companies based on industry and business-model similarity.

OnBord comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Dispatch
79%
Knudge, Inc.
74%
Quik!
73%
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OnBord Funding Rounds

Historical fundraising activity

Funding history

No completed funding rounds are published for OnBord. Book a demo to ask about coverage.

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Key People

Founding team and executive leadership

CFP® Nick Bernardo

Founder & CEO

Founding Team

Luis Valdez

CTO - Hands On

Executive Team

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Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 1, 2026

    Monthly visitors increased 114% MoM.

  • Jan 19, 2026

    Monthly visitors grew 151% MoM.

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OnBord Filings

Explore SEC and related filing metadata, where available.

OnBord filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

Filing documents are not displayed on this public page. Request access to learn about available coverage.

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Frequently Asked Questions

Common questions about OnBord's valuation, stock price, and market status.

Is OnBord a public or private company?

OnBord is a private company.

What is the current stock price of OnBord?

OnBord is a private company, so its shares have no public market price. Caplight tracks OnBord's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is OnBord worth (valuation)?

Valuation information for OnBord is not publicly available.

Can I buy OnBord stock?

OnBord shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was OnBord's last funding round?

Funding round information for OnBord is not publicly available.

Who are the main investors in OnBord?

Investor information for OnBord is not publicly disclosed.

Will OnBord IPO soon?

No public IPO plans have been announced for OnBord.

How can I track OnBord secondary market activity?

Caplight tracks bids, offers, and trades in OnBord's shares on secondary markets.

Firmographic Details

HeadquartersHarleysville, Pennsylvania
Employee Range5
Year Founded2019
Last Funding—

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

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