Total Funding
34
37
Total FundingAngel raised
Growth Score
-4 pts
Heat Score
-23 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience
217311
AI-powered client onboarding for enterprise
- Brian James: CEO & Founder
About the Company
Digital Clipboard is an AI-powered client onboarding app for wealth, insurance and mortgage advisors.
The app streamlines workflows and automates onboarding, reducing cost by 10x while allowing advisors to provide a smoother, more dependable service to clients, helping to improve conversion.
Using smart technology, it adapts to the unique way
in which advisors conduct their client meetings, simplifying the collection of client details into paperless records in real-time.
