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Prelim Logo
Prelim Growth Score
88
CB Rank
11692
Heat Score
72
Prelim is a no-code platform that powers online originations and servicing for financial institutions.
Founded
obfuscation
PrivateVenture - Series Unknown San Francisco, California, United States51-100 prelim.com/
Banking
Financial Services
FinTech
Information Technology
IT Management
Lending
Software
Overview

Prelim
Total Funding
obfuscation
Growth Score
88
Heat Score
72

Total Funding
obfuscation
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Venture - Series Unknown raised
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Growth Score88
1 pts
in past quarter
Heat Score 72
10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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+2 more milestones
See more interactive data and historical milestones on desktop for the best experience

About Prelim

CB Rank
11692
Prelim is a no-code platform that powers online originations and servicing for financial institutions.
Founded
obfuscation
PrivateVenture - Series Unknown San Francisco, California, United States51-100 prelim.com/
Banking
Financial Services
FinTech
Information Technology
IT Management
Lending
Software

Funding Rounds

Venture - Series Unknown
OBF
in
obfuscation
Seed
OBF
in
obfuscation

Key People

Details

Legal Name Prelim
Operating Status Active
Company Type For Profit
Founders  Christopher Blaser, Heang Chan, Sean Li
About the Company
Prelim digitizes the consumer experience for financial institutions from point of sale to day to day account management.
Contact Email sales@prelim.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Prelim Platform
A no-code platform enabling financial institutions to build and manage digital onboarding and servicing applications for various financial products.
Prelim LaunchPad
A white-labeled digital account opening solution customizable to a bank’s brand and customer journey requirements.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Venture Round - Prelim Logo
Venture Round - Prelim
1
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EJF CapitalVenture - Series Unknown
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Venture Round - Prelim Logo
Venture Round - Prelim
1
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EJF CapitalVenture - Series Unknown
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Venture Round - Prelim Logo
Venture Round - Prelim
1
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EJF CapitalVenture - Series Unknown
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Venture Round - Prelim Logo
Venture Round - Prelim
1
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EJF CapitalVenture - Series Unknown
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Venture Round - Prelim Logo
Venture Round - Prelim
1
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EJF CapitalVenture - Series Unknown

Funding Rounds

Total Funding Amount 
obfuscation
Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Venture Round - Prelim Logo
Venture Round - Prelim
1
obfuscation
EJF CapitalVenture - Series Unknown
obfuscation
Venture Round - Prelim Logo
Venture Round - Prelim
1
obfuscation
EJF CapitalVenture - Series Unknown
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Venture Round - Prelim Logo
Venture Round - Prelim
1
obfuscation
EJF CapitalVenture - Series Unknown
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Venture Round - Prelim Logo
Venture Round - Prelim
1
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EJF CapitalVenture - Series Unknown
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Venture Round - Prelim Logo
Venture Round - Prelim
1
obfuscation
EJF CapitalVenture - Series Unknown

Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 51-100 Employee Profiles 2 Board Members and Advisors 1 Contacts 16

Employee Profiles

Board Members and Advisors

News

News and Press

News•Jun 4, 2026
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News•Jun 23, 2025
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News•Jun 23, 2025
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News•Jun 23, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

2,126
-51.75%
 in past month

IT Spend

$1MThis year, Prelim is projected to spend $1M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
iPhone Logo
iPhone
66

Actively Used Products

13Prelim uses 13 technology products and services including HTML5, HTML5, and  Amazon Route 53, according to G2 Stack.

Active Website Tech Count

48Prelim is actively using 48 technologies for its website, according to BuiltWith. These include Viewport Meta, DNSSEC, and  LetsEncrypt.
Sub-Organizations
Frequently Asked Questions

Where is Prelim's headquarters? Prelim is located in San Francisco, California, United States.Who invested in Prelim? Prelim has 7 investors including EJF Capital and  S2 Capital.When was the last funding round for Prelim? Prelim closed its last funding round on
obfuscation
from a Venture - Series Unknown round.Who are Prelim's competitors? Alternatives and possible competitors to Prelim may include Backbase, MeridianLink, and  Finastra.How much funding has Prelim raised to date? Prelim has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
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