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Insights

Strategic Partnerships PreciseFP has a track record of forming strategic partnerships with industry-leading companies like RightCapital and FP Alpha, offering potential sales opportunities through cross-promotions and integrations.

Recognition and Awards With recent accolades such as winning GOLD in Remote Customer Service Innovation, PreciseFP's industry reputation can be leveraged by sales teams to showcase credibility and attract new clients seeking innovative solutions.

Enterprise Engagement Model The launch of the enterprise engagement model by PreciseFP demonstrates a focus on enhancing service experiences for firms and financial advisors, presenting an opportunity for sales representatives to pitch the benefits of streamlined workflows and improved client interactions.

Peer Referral Program The introduction of a peer referral program by PreciseFP indicates an emphasis on expanding its user base through referrals, empowering sales teams to tap into existing client networks and generate new business opportunities.

Template Customization The addition of new templates by PreciseFP caters to the specific needs of advisors, providing a selling point for sales development representatives to highlight tailored solutions that can address unique client requirements and drive sales growth.

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PreciseFP Tech Stack

PreciseFP uses 8 technology products and services including Hotjar, Shopify, Google Font API, and more. Explore PreciseFP's tech stack below.

  • Hotjar
    Analytics
  • Shopify
    E-commerce
  • Google Font API
    Font Scripts
  • Emotion
    Javascript Frameworks
  • prettyPhoto
    Javascript Libraries
  • Elementor
    Page Builders
  • Bootstrap
    UI Frameworks
  • AddThis
    Widgets

Media & News

PreciseFP's Email Address Formats

PreciseFP uses at least 1 format(s):
PreciseFP Email FormatsExamplePercentage
LastF@precisefp.comDoeJ@precisefp.com
35%
First@precisefp.comJohn@precisefp.com
15%
LastF@precisefp.comDoeJ@precisefp.com
35%
First@precisefp.comJohn@precisefp.com
15%

Frequently Asked Questions

Where is PreciseFP's headquarters located?

Minus sign iconPlus sign iconPreciseFP'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?

Minus sign iconPlus sign iconPreciseFP's official website is precisefp.com and has social profiles on LinkedIn.

How much revenue does PreciseFP generate?

Minus sign iconPlus sign icon As of November 2024, PreciseFP's annual revenue reached $1.8M.

What is PreciseFP's NAICS code?

Minus sign iconPlus sign iconPreciseFP's NAICS code is 5415 - Computer Systems Design and Related Services.

How many employees does PreciseFP have currently?

Minus sign iconPlus sign iconAs of November 2024, PreciseFP has approximately 11 employees across 2 continents, including North AmericaEurope. Key team members include Head Of Support: C. P.Co-Founder: S. S.Php Architect: D. R.. Explore PreciseFP's employee directory with LeadIQ.

What industry does PreciseFP belong to?

Minus sign iconPlus sign iconPreciseFP operates in the IT Services and IT Consulting industry.

What technology does PreciseFP use?

Minus sign iconPlus sign iconPreciseFP's tech stack includes HotjarShopifyGoogle Font APIEmotionprettyPhotoElementorBootstrapAddThis.

What is PreciseFP's email format?

Minus sign iconPlus sign iconPreciseFP's email format typically follows the pattern of . Find more PreciseFP email formats with LeadIQ.

When was PreciseFP founded?

Minus sign iconPlus sign iconPreciseFP was founded in 2007.
PreciseFP

PreciseFP

IT Services and IT ConsultingNew Jersey, United 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.

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Section iconCompany Overview

Headquarters
101 Crawford Corner Road Suite 1324 Holmdel, NJ 07733 US
Website
precisefp.com
NAICS Code
5415 - Computer Systems Design and Related Services
Founded
2007
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M

    PreciseFP's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    PreciseFP's revenue is in the range of $10M

Company Leadership

Employee Directory

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