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.
Software for banks to open bank accounts
Public company, workplace, funding, and market signals
Prelim is an early-stage fintech company building an omnichannel account opening and maintenance platform for banks and credit unions, with no-code workflow tools and deep core-banking integrations.
Primary product
Omnichannel digital account opening and account maintenance platform
Founded
2017
Headquarters
220 Montgomery St #1950, San Francisco, CA 94104, USA
Team size
30-40
Work style
Remote
Industry
Software Development
Sub-industry
Fintech / digital account opening software for banks and credit unions
Offices
4 jobs at Prelim
Business model
Stage
early-stage venture
Total raised
$4.2M
Latest round
Venture Round · Mar 2022
Latest amount
$2M
Investors
Fast-moving, customer-focused, high-ownership culture that emphasizes writing to align, curiosity, scrappiness, and teamwork.
Work style
Remote
Compensation
A public Software Engineer, Product posting listed $160,000-$170,000, plus benefits, equity grants, and flexible hours; roles are advertised as fully remote within the continental US.
Benefits
Pricing
Quote-based, sales-led enterprise SaaS
Differentiators
Technology
Customers
Competitors
Estimated revenue
$1M-$10M
Estimated monthly visits
18.1K
Traffic estimate as of Jun 2026
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.
BusinessWire · Jun 2025
Lead Bank is deploying Prelim across its client portfolio to replace in-branch deposit opening and power digital applications.
BusinessWire · Mar 2025
Vantage Bank adopted Prelim’s onboarding platform to streamline consumer, small-business, and commercial account opening, with Fiserv Premier integration.
BusinessWire · Oct 2024
Prelim integrated with Q2’s digital banking platform so financial institutions can buy and deploy Prelim through Q2’s ecosystem with prefilled SSO onboarding.