# Prelim

> Prelim is a San Francisco-based fintech building white-labeled, no-code software that helps banks and credit unions open deposit accounts, originate loans, and service customers online. Founded in 2017 by Heang Chan and Chris Blaser out of Y Combinator, Prelim powers consumer and business onboarding for institutions like First Republic, Pacific Western, and City National Bank of Florida, with 50+ integrations into core banking systems.

- **Founded:** 2017
- **Headquarters:** San Francisco, California, United States
- **Founders:** Heang Chan (Co-CEO & Co-Founder), Chris Blaser (CTO & Co-Founder)
- **Team size:** ~38 employees
- **Products:** Consumer Account Opening, Business Account Opening, Loan Origination, Account Servicing, No-code Workflow Studio
- **Notable:** Y Combinator Summer 2017 batch., Recognized as best-in-class digital account opening by the ABA and Datos Insights., Demoed at FinovateSpring 2022 and 2023.

## Products & services

- **Consumer Account Opening** — Digital onboarding for checking, savings, money market, and CD accounts, embeddable on any website or mobile app.
- **Business Account Opening** — End-to-end deposit account opening for SMBs and commercial customers, including KYB and beneficial-owner workflows.
- **Loan Origination** — Application intake and underwriting workflows for retail and commercial lending.
- **Account Servicing** — Workflows for existing customers to add products, update info, and self-serve common requests.
- **No-code Workflow Studio** — A drag-and-drop builder banks use to configure forms, compliance steps, and integrations without engineering.

## Achievements

- Y Combinator Summer 2017 batch.
- Recognized as best-in-class digital account opening by the ABA and Datos Insights.
- Demoed at FinovateSpring 2022 and 2023.
- Integrations with Q2, Finastra, and Fiserv core banking systems.

## Latest updates

- **2024-10** — Announced integration with Q2's digital banking platform.
- **2024** — Finastra integration goes live for retail and commercial deposit account opening.
- **2023-05** — Demoed at FinovateSpring 2023.
- **2022-03** — Raised venture funding (round not specified) led by EJF Capital and Fuel Capital.

## Links

- Website: https://prelim.com
- LinkedIn: https://www.linkedin.com/company/prelimsolutions
- Twitter/X: https://twitter.com/preliminc

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Profile page: https://yespress.io/prelim
Published by YesPress — https://yespress.io
Last updated: 2026-06-28