What Aprio does

Aprio Inc. is a privately held Canadian SaaS company headquartered in Vancouver, British Columbia, that operates the Aprio Board Portal, a cloud-based board management platform for governing bodies of regulated and mission-driven organizations. The product is delivered as a unified subscription with no tiered feature gating, bundling secure document management (AES-256 encryption, document DRM, role-based access), agenda building, real-time meeting minutes and motion tracking, online voting with legally binding e-signatures, board assessments and surveys, task management, automated reporting, native one-click integration with Zoom, Microsoft Teams, Webex, and Google Meet, and offline-capable iOS, Android, and Windows mobile apps. The platform runs on Microsoft Azure tier 4 data centers with ISO 27001, SOC 2 Type 2, SOC 3, HIPAA, SSAE 16/ISAE 3402, and GLBA-aligned certifications, supporting a 99.99% uptime SLA and data residency options in Canada, the United States, and international regions.

Aprio serves credit unions, banks, financial services firms, healthcare organizations, educational institutions, corporations, government bodies, nonprofits, and Indigenous organizations. Named customers include UNFCU, Vancity, American United Federal Credit Union, StellerVista Credit Union, Centinel Bank of Taos, the Tim Hortons Advisory Board, BCIT, Island Health, Bethany Care Society, and BioTalent Canada. The commercial model is annual subscription SaaS priced on a per-user basis with all premium features included, unlimited committees and administrators, unlimited training, and a 3-month free trial that converts into a 15-month first-year contract at the price of 12. Sales is direct and sales-assisted, complemented by content marketing, SEO, free trials, and mobile app distribution, with onboarding typically completed in three weeks and supported by 24/7 expert staff composed of former board administrators.

The company employs 11-50 people, was founded in 2003 (with some sources citing 2007), and most recently raised $763,900 in venture debt from TIMIA Capital in October 2018. In 2025 it launched ChatDPQ, an AI governance advisor built on DirectorPrep content. Note: the source material conflates this Vancouver board portal business with a separately named US accounting and advisory firm also called Aprio that announced a $300M AI investment, TimeCredit acquisition, and a roll-up of accounting firms; those events belong to the other entity and are not part of this analysis.

Name

Aprio

Legal name

Aprio Inc.

Website

https://aprioboardportal.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Aprio Inc. operates a cloud-based SaaS board management portal serving credit unions, banks, healthcare, education, government, corporations, and nonprofits across North America and internationally, delivered on Azure with enterprise security certifications and bundled per-user subscription pricing.

Ownership category

akta.pro rank

Product category

Board Management Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Email, Calendar & Scheduling (BPAMAMAC)

Keywords

• Board management software
• Board portal software
• Governance software
• Board meeting software
• Corporate governance tools

Headquarters

HQ city

Vancouver

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Board Portal Software Subscription: Subscription-based SaaS model with per-user licensing. All premium features included in every plan - no tiered product editions or lite versions. Starter subscription includes 20 user licenses with unlimited administrators and committees. Pricing scales with the number of users on the license. First year annual contract runs for 12 months after trial, giving 15 months of service for the price of 12.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Aprio provides a cloud-based SaaS board management platform that enables organizations to run secure and efficient board meetings. The platform includes modules for agenda building, real-time meeting minutes, board voting with e-signatures, task management, surveys, virtual meeting integration, and board reporting. The product is sold on a per-user subscription basis with all premium features included in every plan.

Product overview

Aprio offers a unified, cloud-based board management software platform delivered as SaaS. The core product is the Aprio Board Portal, which integrates multiple modules including Agenda Builder, Meeting Minutes Software, Board Task Manager, Board Assessment/Surveys, Virtual Board Meeting Integration, Board Voting Software, Board Reporting Software, and Secure Board Portal features. ChatDPQ AI Governance Advisor provides an AI-powered governance assistant. The platform is available in Corporate and Nonprofit pricing tiers. All features are included in every subscription with no tiered product editions.

Differentiator

Problem solved

Functional benefit

Products and services

• Aprio Board Portal Cloud-based SaaS board management platform providing secure document management, meeting preparation tools, virtual meeting integration, voting and e-signatures, task tracking, surveys, and reporting for board governance.
• Agenda Builder

Quantifiable outcome

• Board packages created in minutes instead of days
• +3 more outcomes

Named customers10 records

Segments9 records

Ideal customer profiles7 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability3 records

Feature8 records

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Diligent: Diligent (formerly Diligent Boardbooks, acquired by Insight Partners) is the market-leading board management platform serving large enterprises and regulated institutions. It is a direct board-portal competitor to Aprio, with a much larger product portfolio including entity governance, ESG, and audit, and serves a global enterprise customer base.
• Nasdaq Boardvantage: Nasdaq Boardvantage is the board portal product of Nasdaq, Inc., targeting public-company boards and large institutions. It is a top-tier competitor to Aprio in regulated, large-organization segments with deep financial-services penetration.
• Microsoft SharePoint / Microsoft 365: Microsoft 365 (SharePoint, Teams, OneDrive) is the default document/collaboration stack for most enterprises and is frequently considered as a "good enough" alternative to dedicated board portals. Aprio integrates with Teams and Outlook, but SharePoint-based board workflows are a structural substitute threat.

Direct peers

• BoardEffect: BoardEffect is a dedicated board management platform focused on nonprofits, healthcare, education, and credit unions — overlapping directly with Aprio's primary verticals. Both offer secure document distribution, meeting tools, and e-signatures for boards and leadership teams.
• OnBoard (by Passageways): OnBoard is a board portal focused on mid-market and enterprise boards, offering meeting management, voting, document storage, and analytics. It directly competes with Aprio in the SMB/mid-market board-software category and frequently appears on buyer comparison shortlists.
• Boardable: Boardable is a board management software platform built primarily for nonprofits. Aprio has an explicit win recorded against them (BioTalent Canada switched from Boardable to Aprio), confirming them as a direct competitive reference point.
• Convene (Diligent): Convene is a board meeting and collaboration platform (now part of Diligent) targeting boards and executive teams. It competes head-to-head with Aprio on meeting preparation, document collaboration, and voting workflows.
• BoardPaq: BoardPaq is a board management solution geared primarily toward credit unions and community banks. It is one of the closest vertical peers to Aprio given the shared focus on credit-union board governance workflows.

Emerging players

• Aboard: Aboard is a newer-generation board management tool emphasizing modern UX and integrations for startup and growth-company boards. It overlaps with Aprio on board workflow tooling but skews to venture-backed private companies rather than regulated institutions.

Others

• Diligent Entities (Galvanize/Workiva adjacency): Workiva is a broader GRC and entity-governance platform that increasingly overlaps with board reporting and entity management functions. While not a direct board-portal competitor, it competes for the same governance technology budget at large enterprises.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/aprio-board-management-software
• Xx.com/AprioBoard

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Aprio