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Prelim
AddedMar 17, 2024
UpdatedJul 3, 2026
Prelim

Prelim

Seed

Prelim: Streamlining digital banking with no-code solutions for customer onboarding.

HQ
San Francisco, CA, US
Founded
2017
Accelerator
Y Combinator logoY CombinatorS17
Overview
Compare
Fundraising
Employees
Website

Prelim, founded with a mission to revolutionize customer onboarding in the financial sector, offers a no-code platform that enables banks and financial institutions to digitize their services. The company focuses on streamlining account opening processes for both consumers and businesses, aiming to make these processes faster, more efficient, and user-friendly. Prelim's solutions include consumer and business account opening, loan originations, and other financial customer services, all designed to enhance the overall customer experience.

Notably affiliated with Fiserv AppMarket, Prelim has garnered attention for its innovative approach to modern deposit account opening. The platform supports banks with assets totaling over a trillion dollars, helping them increase speed-to-market while addressing compliance and risk. Key achievements include significant improvements in customer onboarding times and enhanced user satisfaction. Prelim's impact on the financial industry is marked by its ability to modernize and simplify complex banking processes through cutting-edge technology.

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Prelim - Quick Facts

Who are Prelim's competitors?

Companies similar to Prelim include digiventures, Linker Finance, Modernbanc and Trébol.

When was Prelim founded?

Prelim was founded in 2017.

Where is Prelim's headquarters located?

Prelim's headquarters is located in San Francisco, CA, US.

When was Prelim's last funding round?

Prelim's most recent funding round was for $2M (USD) in March 2022.

How much has Prelim raised to-date?

As of Mar 17, 2022, Prelim has raised a total of $4M (USD).

How many employees does Prelim have?

Prelim has 19 employees as of Apr 29, 2024.

Prelim - Classification

Ownership
  • Venture Capital
Technology
  • Automation
Geographic Exposure
  • Global
Model
  • Platform
Revenue
  • Recurring
Customer
  • Enterprise
Main Product
  • Banking Software
Tags
  • Financial
  • Fintech
  • SaaS
NAICS
  • 520000Finance and Insurance
SIC
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 6282Investment Advice
Show 7 more industry codes
NAICS
  • 522000Credit Intermediation and Related Activities
  • 522300Activities Related to Credit Intermediation
  • 522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
  • 6000Depository Institutions
  • 8700Engineering, Accounting, Research, Management, And Related Services
  • 8740Management And Public Relations Services
  • 8742Management Consulting Services