Insights

Strong Industry Position Prelim operates within the fintech sector, providing specialized digital onboarding solutions for banks and credit unions. Its recent partnerships with notable financial institutions like Vantage Bank Texas, Colony Bank, and Climate First Bank highlight its growing footprint and potential for scaling services across regional and community banking sectors.

Recent Recognition & Innovation The company has received industry awards such as the Audience Choice Award for Innovation and maintains a focus on delivering cutting-edge, award-winning solutions. This reputation positions Prelim favorably for financial institutions seeking innovative digital onboarding technologies to enhance customer experiences.

Strategic Integrations Prelim has established integrations with major industry players, including Finastra, Fiserv, and Abrigo, indicating its solutions are compatible with existing core banking and compliance platforms. These partnerships create upsell opportunities for clients looking to modernize their digital onboarding workflows.

Market Expansion Opportunities With a relatively modest revenue range of 25 to 50 million dollars and a focused client base, Prelim presents expansion opportunities by targeting similar regional and community banks that are in need of efficient onboarding solutions to meet digital transformation demands.

Technology-Driven Growth Prelim utilizes a modern tech stack and emphasizes security standards like ISO/IEC 27001, making their solutions appealing to institutions prioritizing compliance and advanced cybersecurity. Offering tailored, secure onboarding solutions could open doors to large, security-conscious financial organizations seeking to enhance customer onboarding processes.

Prelim Tech Stack

Prelim uses 8 technology products and services including Canva, GDPR, Contentful, and more. Explore Prelim's tech stack below.

  • Canva
    Audio, Video, Graphics
  • GDPR
    Certificates
  • Contentful
    Content Management System
  • Figma
    Design
  • Webpack
    Development
  • ISO/IEC 27001
    Governance, Risk And Compliance
  • jQuery
    Javascript Libraries
  • DocuSign
    Miscellaneous

Media & News

Prelim's Email Address Formats

Prelim uses at least 1 format(s):
Prelim Email FormatsExamplePercentage
First@prelim.comJohn@prelim.com
77%
First.Last@prelim.comJohn.Doe@prelim.com
14%
Last@prelim.comDoe@prelim.com
6%
Middle@prelim.comMichael@prelim.com
3%

Frequently Asked Questions

Where is Prelim's headquarters located?

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Prelim's main headquarters is located at 220 Montgomery Street San Francisco, California 94104 United States. The company has employees across 3 continents, including North AmericaOceaniaAsia.

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

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Prelim's official website is prelim.com and has social profiles on LinkedIn.

What is Prelim's NAICS code?

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Prelim's NAICS code is 5112 - Software Publishers.

How many employees does Prelim have currently?

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As of March 2026, Prelim has approximately 44 employees across 3 continents, including North AmericaOceaniaAsia. Key team members include Svp, Head Of Banking Platform: S. K.Senior Customer Success Manager Ii: B. M.Technical Project Manager: P. M.. Explore Prelim's employee directory with LeadIQ.

What industry does Prelim belong to?

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Prelim operates in the Software Development industry.

What technology does Prelim use?

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Prelim's tech stack includes CanvaGDPRContentfulFigmaWebpackISO/IEC 27001jQueryDocuSign.

What is Prelim's email format?

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Prelim's email format typically follows the pattern of First@prelim.com. Find more Prelim email formats with LeadIQ.

How much funding has Prelim raised to date?

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As of March 2026, Prelim has raised $2.1M in funding. The last funding round occurred on Jan 01, 2017 for $2.1M.

When was Prelim founded?

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Prelim was founded in 2017.

Prelim

Software DevelopmentCalifornia, United States11-50 Employees

Prelim helps automate deposit, treasury services, and lending onboarding for U.S. banks and credit unions. Our omni-channel platform helps consumers and businesses access financial services that are essential to their financial success. Prelim provides a first-class customer experience that has received numerous awards by Datos Insights, ICBA, and FIS. We are banking experts, design enthusiasts, and technology evangelists. Founded in 2017 by a former Goldman Sachs investment banker and an award winning software engineer, we are headquartered in San Francisco with offices in New York, and Miami.

Section iconCompany Overview

Headquarters
220 Montgomery Street San Francisco, California 94104 United States
Website
prelim.com
NAICS Code
5112 - Software Publishers
Founded
2017
Employees
11-50

Section iconFunding & Financials

  • $2.1M

    Prelim has raised a total of $2.1M of funding over 1 rounds. Their latest funding round was raised on Jan 01, 2017 in the amount of $2.1Mas a seed.

  • $25M$50M

    Prelim's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $2.1M

    Prelim has raised a total of $2.1M of funding over 1 rounds. Their latest funding round was raised on Jan 01, 2017 in the amount of $2.1Mas a seed.

  • $25M$50M

    Prelim's revenue is estimated to be in the range of $25M$50M

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