What departments does PreciseFP have?

PreciseFP has employees across 2 departments including Support, Engineering.

What is the largest department at PreciseFP?

The largest department at PreciseFP is Support with 1 employees.

Where are PreciseFP employees located globally?

PreciseFP has employees across 2 continents and 3 countries including Portugal, Poland, United States Of America.

How has PreciseFP's team size changed over time?

PreciseFP's team has decreased from approximately 8 to 4 employees based on available data.

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PreciseFP Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

PreciseFP provides an AI-enabled platform for data gathering and client engagement aimed at financial advisors. It replaces traditional fillable PDFs and unconnected attachments with a dynamic process that collects accurate client information and integrates with the advisor’s existing tools. The forms adapt as clients respond, reducing unnecessary questions and supporting onboarding, planning, and ongoing updates across devices in a consistent, branded manner.

The solution targets financial advisory firms seeking a more efficient and uniform way to manage client data. Based in Holmdel, New Jersey, PreciseFP sits within the financial services sector and has been part of Docupace since its 2021 acquisition.

PreciseFP Global Highlights

North America
5

United States Of America
5

Europe
2

Portugal
1
Poland
1

PreciseFP's Leadership

D. W.
Chief Executive Officer
Mobile Phone
Email
C. G.
Head Of Support
Mobile Phone
Email
D. W.
Co-Founder And President
Mobile Phone
Email
D. R.
Php Architect
Mobile Phone
Email
C. P.
Executive Officer
Mobile Phone
Email

PreciseFP Employee Metrics

100%

50%

2026

2025

Engineering
Product Management
Quality Assurance
Support
Other
Finance
Accounting
Administrative
Analytics
Arts & Design
Information Technology

Contact profiles from PreciseFP

Name

Title

Contact Info

Location

Last Update

D. W.
Co-Founder And President
Mobile Phone
Email
United StatesGeorgia
Oct 23, 2024
D. W.
Chief Executive Officer
Mobile Phone
Email
UNITED STATES
Jun 30, 2023
C. G.
Head Of Support
Mobile Phone
Email
Apr 08, 2026
D. R.
Php Architect
Mobile Phone
Email
PortugalLeiria District
Mar 26, 2026
C. P.
Executive Officer
Mobile Phone
Email
United States
Jul 06, 2025

Frequently Asked Questions

What is PreciseFP known for?

PreciseFP was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 101 Crawford Corner Road Suite 1324 Holmdel, New Jersey 07733 United States. Explore PreciseFP's company overview page for more information.

What is PreciseFP's most common email format?

PreciseFP employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PreciseFP email formats with LeadIQ.

How many employees does PreciseFP have currently?

PreciseFP has approximately 3 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are PreciseFP's key employees and leadership?

As of June 2026, PreciseFP's key employees include:

Chief Executive Officer: D. W.
Head Of Support: C. G.
Co-Founder And President: D. W.
Php Architect: D. R.
Executive Officer: C. P.

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PreciseFP Employee Directory

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