OnboardFi
Software Development • 
Atlanta, Georgia, United States • 1-10 Employees
Company overview
| Headquarters | 3423 Piedmont Rd NE, Atlanta, Georgia 30305, US |
| Websites | |
| Keywords | Ai And Agentops |
| Founded | 2025 |
| Employees | 1-10 |
| Socials |
Key Contact at OnboardFi
Bobby Gilbert
Founder
OnboardFi Email Formats
OnboardFi uses 1 email format. The most common is {first initial} (e.g., j@onboardfi.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@onboardfi.com | 100% |
About OnboardFi
OnboardFi transforms customer onboarding through AI-powered agents that provide white-glove service at scale. Our platform automates multi-step onboarding workflows while maintaining the personal touch that high-value customers expect. 90% of companies lose potential customers during digital onboarding, and up to 74% switch to competitors when the process is too complex. We solve this by deploying intelligent AI agents that guide stakeholders through every step - from document collection to meeting scheduling - providing 24/7 personalized assistance through natural conversation. Our AI agents handle everything from basic form completion to complex compliance requirements, while our orchestration engine ensures smooth workflows across all touchpoints. This means your customers get consistent, high-quality guidance whenever they need it, while your team focuses on high-value activities instead of repetitive tasks. Key capabilities: - Voice-enabled AI agents that understand context and guide users naturally - Dynamic workflow automation that adapts to each customer's needs - Intelligent document processing and verification - Automated meeting scheduling and follow-ups - Real-time progress tracking and analytics - Enterprise-grade security and compliance
OnboardFi revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Software Development industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
OnboardFi has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
OnboardFi has never raised funding before.
OnboardFi Tech Stack
Discover the technologies and tools that power OnboardFi's digital infrastructure, from frameworks to analytics platforms.
Customer data platform
Performance
Tag managers
Miscellaneous
Security
Miscellaneous
JavaScript frameworks
Analytics
JavaScript libraries
PaaS
Page builders
Analytics
Netherlands
United Kingdom
CanadaFrequently asked questions
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40,000 users
