Prelim
Prelim is the modern platform for financial institutions - helping create better onboarding for customers and bankers.
43 employees · est. 2017 · San Francisco, United States
Waypoint Group LLC
Helping B2B companies accelerate revenue growth and positive word-of-mouth
4 employees · est. 2008 · Fremont, United States
Waypoint Group LLC is the older company (2017 vs 2008); Prelim is the larger of the two.
Side-by-Side Comparison
| Metric | Prelim | Waypoint Group LLC |
|---|---|---|
| Founded | ||
| Founded | 2017 | 2008 older |
| Headquarters | ||
| Headquarters | San Francisco, United States | Fremont, United States |
| Employees | ||
| Employees | 43 larger | 4 |
| Industry | ||
| Industry | Financial Services, Fintech, Lending and Investments | Analytics |
| Funding Stage | ||
| Funding Stage | Unknown | Not tracked yet |
| Total Funding | ||
| Total Funding | $250.00K | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 3 | Not tracked yet |
| Services | ||
| Services | In-Branch Onboarding, Online Account Onboarding, Account Maintenance, API Documentation, Customer Support | Not tracked yet |
| Target Customers | ||
| Target Customers | Banks, Financial Institutions, Commercial Enterprises, Individual Consumers, Business Customers | Not tracked yet |
| Taxonomy | ||
| Taxonomy | 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 | Customer Feedback, VoC Program, Customer Success, NPS, Consultancy, Sales Account Management, CX (Customer Experience), Marketing, Product Management, Customer Journey Mapping |
| Website | ||
| Website | prelim.com | waypointgroup.org |
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....
About Waypoint Group LLC
Waypoint Group LLC is a B2B-focused startup that offers TopBox, an account-centric customer feedback engine specifically tailored for B2B firms. TopBox is designed to address issues related to response rates to surveys, customer churn and expansion potential, and relationship strength and depth. The...
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Funding, hiring, leadership and stack changes at Prelim and Waypoint Group LLC — by email.
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Compiled from the BounceWatch company index. We last looked at Prelim on 25 Mar 2026, and Waypoint Group LLC on 13 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.