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PreciseFP Tech Stack

PreciseFP uses 8 technology products and services including Moat, Segment, Webpack, and more. Explore PreciseFP's tech stack below.

Moat
Analytics
Segment
Customer Data Platforms
Webpack
Development
Font Awesome
Font Scripts
Select2
Javascript Libraries
WP Engine
Platform As A Service
Ruby on Rails
Web Frameworks
Twitter
Widgets

Media & News

Docupace Technologies, Inc. acquired PreciseFP on Sep 1st '21.
PreciseFP was acquired by Docupace in September 2021, advancing the company's mission to deliver an end-to-end wealthtech ecosystem for advisors to engage clients and prospects.
Apr 15, 2025 | www.prnewswire.com
PreciseFP launched peer referral program on Aug 6th '24.
HOLMDEL, N.J., Aug. 6, 2024 /PRNewswire/ - PreciseFP, the award-winning client engagement and data-gathering software from Docupace, announced the launch of a new peer referral program.
Aug 06, 2024 | www.prnewswire.com
PreciseFP recognized as GOLD in the Remote Customer Service Innovation of the Year category.
Docupace's PreciseFP team won GOLD in the Remote Customer Service Innovation of the Year category.
Apr 17, 2024 | www.prnewswire.com
PreciseFP partnered with RightCapital, Inc. on Aug 23rd '23.
Now, PreciseFP has teamed up with RightCapital to create another highly-requested integration, giving PreciseFP direct integrations with the two highest-rated financial planning softwares, according to a Kitces AdvisorTech study.
Aug 22, 2023 | www.sphynxautomation.com
PreciseFP launched enterprise engagement model on Dec 6th '22.
PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced the launch of its new enterprise engagement model, which is designed to consolidate multiple data gathering workflows to elevate the service experience for firms, financial advisors and their clients, while maximizing the value of existing technology expenses.
Dec 06, 2022 | finance.yahoo.com
PreciseFP partnered with FP Alpha, Inc. on Sep 13th '22.
FP Alpha, an AI-driven holistic planning solution for financial professionals, announced today their integration with PreciseFP, which will allow advisors to expedite their workflows by auto populating the client data they have in their platforms in FP Alpha and turn it into actionable advanced planning.
Sep 13, 2022 | finance.yahoo.com
PreciseFP launches three new templates.
PreciseFP is excited to announce the addition of three new templates that were requested by advisors.
Jan 18, 2022 | precisefp.com

PreciseFP's Email Address Formats

PreciseFP uses at least 1 format(s):

PreciseFP Email Formats	Example	Percentage
LastF@precisefp.com	DoeJ@precisefp.com	35%
First@precisefp.com	John@precisefp.com	15%
LastF@precisefp.com	DoeJ@precisefp.com	35%
First@precisefp.com	John@precisefp.com	15%

Frequently Asked Questions

Where is PreciseFP's headquarters located?

PreciseFP's main headquarters is located at 101 Crawford Corner Road, Suite 1324 Holmdel, NJ 07733, US. The company has employees across 2 continents, including North AmericaEurope.

What is PreciseFP's official website and social media links?

PreciseFP's official website is precisefp.com and has social profiles on LinkedIn.

What is PreciseFP's NAICS code?

PreciseFP's NAICS code is 5415 - Computer Systems Design and Related Services.

How many employees does PreciseFP have currently?

As of October 2025, PreciseFP has approximately 11 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: D. W.Head Of Support: C. G.Co-Founder And President: D. W.. Explore PreciseFP's employee directory with LeadIQ.

What industry does PreciseFP belong to?

PreciseFP operates in the IT Services and IT Consulting industry.

What technology does PreciseFP use?

PreciseFP's tech stack includes MoatSegmentWebpackFont AwesomeSelect2WP EngineRuby on RailsTwitter.

What is PreciseFP's email format?

PreciseFP's email format typically follows the pattern of LastF@precisefp.com. Find more PreciseFP email formats with LeadIQ.

When was PreciseFP founded?

PreciseFP was founded in 2007.

PreciseFP

IT Services and IT ConsultingUnited States11-50 Employees

PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online.  

Find out how to take advantage of PreciseFP in different areas of your practice.

- Fact finder: Data gathering for a comprehensive financial plan.
- Risk Tolerance: Scientifically-validated risk tolerance solution.
- Service Agreement: Customizable agreements with e-signature.
- KYC and compliance: Regulatory compliance solution.
- Workflow automation: Reduce administrative and repetitive tasks.
- Lead generation: Capture new prospects and grow your business.