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Prelim
Prelim provides a no-code digital origination platform for financial institutions to automate account opening, discovery, and servicing across consumer and business banking.
- Headquarters
- San Francisco, CA
- Founded
- 2017
- Employees
- 51-200
- Funding
- $2M, Later Stage VC (EJF Capital)
- Last researched
- Jul 21, 2026
Products
- Account Maintenance
A solution for existing customers to open additional accounts or request services through a streamlined authenticated session.
Individual IdentityTool1 of 2 capability facts - Account Onboarding
An omni-channel platform that allows bankers to open accounts for customers in person at a branch.
Data EnrichmentTool - Business Account Opening
Digital onboarding for commercial and small business customers, supporting complex business structures and treasury services.
Individual IdentityTool - Consumer Account Opening
A white-labeled digital application platform for consumers to open checking, savings, and other bank accounts online.
Individual IdentityTool2 of 6 capability facts
Capability coverage· 3 of 8 facts across 3 controls across 4 products
- Fraud Prevention1 of 2
- Ongoing Identity Assurance1 of 2
- Identity Establishment1 of 4