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Insights

Recent Partnerships PreciseFP has established strategic partnerships with industry leaders such as RightCapital and FP Alpha, creating potential cross-selling opportunities for financial planning software integrations.

Peer Referral Program Launch The launch of a peer referral program by PreciseFP indicates a focus on expanding its client base through word-of-mouth marketing, presenting opportunities for incentivized referrals and organic growth.

Recognition in Innovation Being recognized as GOLD in Remote Customer Service Innovation highlights PreciseFP's commitment to cutting-edge solutions, positioning the company as a trusted innovator for potential clients seeking advanced client engagement tools.

Enterprise Engagement Model The introduction of an enterprise engagement model by PreciseFP suggests a scalable solution tailored to larger firms, presenting opportunities for sales targeting organizations with complex data gathering workflows.

Expansion of Templates PreciseFP's launch of three new templates indicates a responsive approach to client needs, offering customization options that can be leveraged as unique selling points to attract businesses seeking personalized client engagement solutions.

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PreciseFP Tech Stack

PreciseFP uses 8 technology products and services including Hotjar, Google Font API, Twitter Emoji (Twemoji), and more. Explore PreciseFP's tech stack below.

  • Hotjar
    Analytics
  • Google Font API
    Font Scripts
  • Twitter Emoji (Twemoji)
    Font Scripts
  • spin.js
    Javascript Frameworks
  • FingerprintJS
    Javascript Libraries
  • Elementor
    Page Builders
  • Wistia
    Video Players
  • Twitter
    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 August 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 August 2024, PreciseFP has approximately 11 employees across 2 continents, including North AmericaEurope. Key team members include 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 HotjarGoogle Font APITwitter Emoji (Twemoji)spin.jsFingerprintJSElementorWistiaTwitter.

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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