Insights

Strong Industry Partnerships Prelim has established strategic collaborations with prominent financial institutions such as Stearns Bank, Vantage Bank Texas, Finastra, Abrigo, Fiserv, and Colony Bank. These partnerships highlight the company's ability to deliver tailored onboarding solutions, presenting cross-selling opportunities to similar regional and national banks seeking seamless digital integration.

Award-Winning Innovation Recognized with the Audience Choice Award for Innovation, Prelim demonstrates a strong market position driven by cutting-edge fintech solutions. This validation makes it a compelling choice for financial institutions looking to modernize their onboarding processes with proven, award-winning technology.

Expanding Market Reach Recent client acquisitions, including Stearns Bank and Vantage Bank Texas, suggest opportunities to target additional mid-sized and community banks interested in enhancing digital onboarding and treasury services, particularly those seeking flexible and integrated solutions.

Technology Integration Focus Prelim’s integration with major platforms like Finastra and Fiserv indicates a strong emphasis on compatibility with existing core banking systems, enabling sales efforts aimed at institutions prioritizing seamless technology adoption and operational efficiency.

Growth & Revenue Potential With an estimated revenue between 25 and 50 million dollars and a nimble team of up to 50 employees, Prelim is positioned for scalable expansion. Sales opportunities exist in targeting banks and credit unions aiming to upgrade their onboarding solutions to stay competitive in a rapidly evolving financial landscape.

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
76%
First.Last@prelim.comJohn.Doe@prelim.com
16%
Last@prelim.comDoe@prelim.com
5%
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 April 2026, Prelim has approximately 43 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.Team Lead, Implementations: B. F.. 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.

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

  • $25M$50M

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

Section iconFunding & Financials

  • $25M$50M

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

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