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Prelim logo — Prelim is the modern platform for financial institutions - h...

Prelim

Prelim is the modern platform for financial institutions - helping create better onboarding for customers and bankers.

Founded 2017 United States San Francisco, United States 43 employees Total: $250.00K Financial Services, Fintech +2

General Information

Company Name Prelim
Founded Year 2017
Location United States San Francisco, United States
Employees 43
Industries Financial Services, Fintech, Lending and Investments +1
Business Model B2B, SaaS, Platform
Revenue Model Subscription, Usage Based, Service Fee
Social

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About Prelim

Prelim, established in 2017, has emerged as a transformative player in the Financial Services, Fintech, and Banking sectors. This San Francisco-based company is recognized for its innovative platform that automates essential onboarding processes like deposits, treasury services, and lending for U.S. banks and credit unions.

Prelim's omni-channel approach offers both consumers and businesses seamless access to crucial financial services, significantly enhancing user experience. Its excellence has been acknowledged with numerous accolades from Datos Insights, ICBA, and FIS, underlining its impact and growing reputation.

Headquartered in the United States with additional offices in New York and Miami, Prelim was co-founded by a former Goldman Sachs investment banker and a celebrated software engineer. The company last secured a $2.00M venture round in March 2022 from EJF Capital, marking its progression in the fintech landscape. Prelim is optimally positioned for sustained growth and innovation.

Business keywords: Financial Technology, Customer Onboarding, Banking Solutions, Credit Unions, Automated Onboarding, Treasury Services, Lending Solutions, Omni-channel Platform, Award-winning Platform, Digital Consumer Experience, Financial Services Automation, Banking Industry Experts, Design Enthusiasts, Technology Evangelists

Services & Products

In-Branch Onboarding
Online Account Onboarding
Account Maintenance
API Documentation
Customer Support

Target Customers

Banks Financial Institutions Commercial Enterprises Individual Consumers Business Customers

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Early VC Undisclosed 1
EJF Capital
EJF Capital
01 Mar 2022
Support Program $120.00K 5
Y Combinator Fuel Capital Liquid 2 Ventures
Y Combinator, Fuel Capital +3
01 Aug 2017
Seed $130.00K 1
Y Combinator
Y Combinator
01 Mar 2017

Prelim Alternatives & Competitors

View All Alternatives
Prelim vs
Numerated
Numerated United States

Making business lending and account opening fast, easy and profitable for financial institutions.

Venture round
76 employees
Automation, Financial Services
Prelim vs
Tyfone, Inc.
Tyfone, Inc. United States

Tyfone is a leading provider of digital banking solutions. We are committed to working with our cust...

Venture round
197 employees
Finance, Fintech
Prelim vs
Fisa Group
Fisa Group Ecuador

Impulsando el negocio de la Banca y Retail de Latinoamérica desde 1995

165 employees
Financial Services, Banking
Also compare with: Prelim vs Digital Onboarding, Inc. Digital Onboarding, Inc. View all alternatives

FAQ About Prelim

Prelim is the modern platform for financial institutions - helping create better onboarding for customers and bankers.
Prelim was founded in 2017.
Prelim is headquartered in San Francisco, United States.
Prelim operates in Financial Services, Fintech, Lending and Investments and Banking. Its work centres on Financial Technology, Customer Onboarding, Banking Solutions and Credit Unions. Its customers include Banks, Financial Institutions and Commercial Enterprises.
Prelim has a B2B, SaaS and Platform business model. Its revenue comes from Subscription, Usage Based and Service Fee.
Prelim has approximately 43 employees.
Prelim has completed 3 funding rounds, raising a total of $250.00K.
Prelim offers: In-Branch Onboarding, Online Account Onboarding, Account Maintenance, API Documentation, Customer Support.
Top alternatives and competitors to Prelim include Numerated, Tyfone, Inc., Fisa Group, Digital Onboarding, Inc., Sandbox Banking, an nCino Company. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Prelim and Numerated are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Prelim, https://bouncewatch.com/company/prelim, updated 25 March 2026. When citing, please name BounceWatch and link this page.

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