About OnBord
paperless, transitions, financial services, financial technology, onboarding, automated client reminders, integration with practifi, salesforce, wealthbox, user-friendly interface, advisor practice management, account opening workflow, securities and commodity contracts intermediation and brokerage, e-signature automation, scalability for growing firms, mobile accessibility, error reduction, client onboarding automation, client data collection, automated compliance forms
OnBord's Tech Stack
Other
Analytics
Backend
Social
Frontend
AI/ML
Sales Outreach Angle
WordPress as a CMS signals a content-driven or SMB digital presence. SEO tools, hosting solutions, and page-builder plugins are natural fits for outreach.
OnBord's Position in the StackWho Database
- • OnBord is 1 of 21,667 financial services companies tracked in StackWho.
- • 21,586 financial services companies in our database have verified decision-maker emails (100% of the cohort).
- • 7,718 companies in Pennsylvania are in the StackWho database.
- • 8,943 financial services companies are in the 1-10 employee range (same size as OnBord).
Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated August 2026.
Frequently Asked Questions
What technology does OnBord use?
OnBord uses Sendgrid, Gmail, Google Apps, Google Tag Manager, Apache, YouTube, and 10 more technologies. This data is sourced from StackWho's technology detection engine.
How do I contact the decision makers at OnBord?
StackWho has verified email addresses for 2 decision makers at OnBord. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach OnBord directly for sales, recruiting, or partnerships.
What industry is OnBord in?
OnBord operates in the financial services industry, headquartered in Harleysville, Pennsylvania, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.
Can I export OnBord's contact data?
Yes. StackWho Pro members can export decision maker contact data for OnBord and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.
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Decision Makers
Luis Valdez
Fractional CTO
Nicholas Bernardo
Founder & CEO
More in financial services
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Browse PennsylvaniaTechnologies Used
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Sendgrid
- Gmail
- Google Apps
-
Google Tag Manager
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Apache
- YouTube
- Google Maps
- Google Maps (Non Paid Users)
- +8 more in full profile