LinkedIn · Aug 2026
Promotes Prelim's banking onboarding platform and highlights work with more than 100 top banks and credit unions in the U.S.
Software for banks to open bank accounts
Company research
Public company, workplace, funding, and market signals
Updated Aug 16, 2026
Overview
Prelim is a fintech company that automates deposit, treasury services, and lending onboarding for U.S. banks and credit unions through an omni-channel banking onboarding platform.
Primary product
Omni-channel digital onboarding platform for bank and credit union account opening, deposit, treasury services, and lending onboarding.
Founded
2017
Headquarters
San Francisco, California, United States
Team size
11-50
Industry
Software Development
Sub-industry
Fintech / digital banking onboarding / banking automation
Offices
San Francisco, California, United States
New York, New York, United States
Miami, Florida, United States
Business model
B2B SaaS
Enterprise software
Fintech infrastructure
Funding
Stage
Venture / Seed + Venture Round
Total raised
$4.2M
Latest round
Venture Round · Mar 2022
Latest amount
$2M
Mar 2022 · EJF Capital
Jul 2017
People & investors
Leadership
Chris Blaser
Chief Executive Officer, Co-founder
Heang Chan
Co-Founder
Brendan Foo
Team Lead, Implementations
Work & culture
Primary-source evidence suggests a banking/domain-expert culture focused on ownership, customer success, design quality, and technology-driven process automation. Public posts emphasize collaboration, fast execution, and support for employees and clients.
Compensation
No reliable public compensation data found. Public careers evidence shows open roles (e.g., Software Engineer, Product; Implementation Architect) but no salary ranges were surfaced.
Product & market
Pricing
Not publicly disclosed; likely enterprise SaaS / implementation-based pricing.
Differentiators
- —Focused specifically on U.S. bank and credit-union onboarding workflows
- —Omni-channel onboarding across branch and digital channels
- —Automation for deposit, treasury, and lending onboarding
- —Banking-domain expertise and customer experience focus
- —Integrates with core banking and adjacent banking systems
Technology
mixpanel
linkedin
fintech
react
postgresql
owasp
pci
prototype
linkedin recruiter
selenium
playwright
javascript
ruby
python
slack
c
ups
notion
impact
fiservwellcanvahtmlcontentlyboxunitydocusignadobeshopifywordpress
Customers
U.S. banks
U.S. credit unions
financial institutions
Northeast Community Federal Credit Union
Vantage Bank
Competitors
MANTL
Amount
Narmi
SnapCheck
Flinks
Q2
LemonadeLend
Scale & contact
Estimated monthly visits
18.1K
Traffic estimate as of Jun 2026
Latest news
LinkedIn · Jun 2026
Claims Prelim helped Vantage Bank reduce account opening time by 75% and improve employee satisfaction.
LinkedIn · Jun 2026
Claims Prelim helped turn a member onboarding process that took days into hours.
BusinessWire · Jun 2026
Prelim announced a partnership with NECFCU to modernize member account opening and expand its digital onboarding platform for a CDFI/MDI credit union.
BusinessWire · Apr 2026
Stearns Bank selected Prelim to unify and modernize account opening across in-branch and digital channels.
Jobs and careers at Prelim
7 jobs at Prelim
Lead Security Engineer
On-site
Design
Remote | US
2d ago
On-site
Full-time
Senior DevOps Engineer
On-site
Engineering
Remote | US
2d ago
On-site
Full-time
Software Engineer, Product
Remote
Engineering
New York; New York, New York, United States
2w ago
Remote
Full-time
Client Strategy Analyst
On-site
Customer Experience
San Francisco; San Francisco, California, United States
4w ago
On-site
Full-time
Project Manager, Implementations
Remote
Implementations
New York
1mo ago
Remote
Full-time
Business Operations Lead
On-site
Operations
San Francisco
2mo ago
On-site
Full-time
Associate, Implementations
Remote
Implementations
New York
6mo ago
Remote
Full-time