Prelim
Modern platform for financial institutions
- 21-100 employees
- Fintech
- B2B
- Financial District, San Francisco, CA
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Company mission
To build better banking experiences.
Our take
Prelim is a Silicon Valley fintech on a mission to fix outdated banking experiences. Many people and businesses still struggle with outdated systems, paperwork, and lengthy wait times just to open an account or access services. Prelim was built to change that - giving banks better tools to meet modern customer expectations.
The platform enables fast and digital onboarding and account opening. And it helps banks replace manual processes with a self-service experience across consumer, business, and fintech accounts. On the backend, it automates reviews, approvals, and data entry, so bank teams can work faster and smarter, without losing that personal touch.
And it's gaining traction too. Lead Bank recently chose Prelim to upgrade its in-branch and digital account opening. Alongside this, Prelim also joined Q2's Digital Banking Platform, making it easier for more banks to offer better experiences. With this strong momentum and a growing list of partners, Prelim is very much leading the charge in building better banking.
Steph
Company Specialist at Welcome to the Jungle
Funding (2 rounds)
Aug 2017
$0.2m
SEED
Jul 2017
$2m
SEED
Total funding: $2.2m
This company has top investors
Leadership
Heang Chan
(Co-Founder & CEO)Previously a Product Expert at Blend and an Investment Professional at Goldman Sachs.
Chris B.
(Co-Founder & CTO)Prior to co-founding Prelim in 2017, Chris was a Software Engineer Lead at Blend for 3 years.