Prelim helps automate the business customer journey for top U.S. Banks. Our white-labeled, no-code platform helps financial institutions digitize the business customer journey from onboarding to servicing and improves the day-to-day roles of its employees’ as they review, process, underwrite and service customers. From onboarding business deposit customers to provisioning treasury services to originating business loans, Prelim provides a first-class customer experience that works on any device using digital automation. 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 satellite offices in Seattle, Washington and Stockton, California.
Employees: 11-50
Founded date: 2017
Investors 3
| Date | Name | Website |
| - | FUEL Capit... | fuelcapita... |
| 24.10.2021 | Y Combinat... | ycombinato... |
| - | EJF Capita... | ejfcap.com |