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Identify and prioritize high-intent leads, and improve sales effectiveness
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Prelim is a modern platform designed to streamline workflows for financial institutions, enhancing experiences for both customers and bankers. They offer solutions to modernize and simplify complex processes in the financial sector.
The headquarters serves as the central hub for Prelim's operations, including product development, sales, and customer support.
220 Montgomery is a high-rise building located in the heart of San Francisco's financial district. The building offers panoramic views of the city.
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Being located in San Francisco places Prelim at the center of technological innovation and within close proximity to many other fintech companies and venture capital firms.
Prelim primarily focuses on serving financial institutions within the United States, providing a platform to enhance their customer and banker experiences. They currently do not have international offices.
220 Montgomery St
San Francisco
California
US
No additional office locations available.
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
As of April 2025, Prelim' leadership includes:
No executive team information available.
Prelim has been backed by several prominent investors over the years, including:
No executive moves found in the last 12 months.
Discover the tools Prelim uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
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