


PreciseFP Email Formats
IT Services and IT Consulting • Holmdel, New Jersey, United States • 1-10 Employees
PreciseFP Email Formats
PreciseFP uses 2 email formats. The most common is {first initial}_{last name} (e.g., j_doe@precisefp.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}_{last name} | j_doe@precisefp.com | 66.7% |
{first initial} | j@precisefp.com | 33.3% |
Key Contact at PreciseFP
Richard Thoeny
Executive Vice President - Product Strategy
Company overview
| Headquarters | 101 Crawford Corner Road, Suite 1324, Holmdel, NJ 07733, US |
| Website | |
| NAICS | 5415 |
| SIC | 737 |
| Keywords | Financial Services, Data Encryption, Data Management, Lead Generation, Document Management, Financial Planning, Lead Capture, KYC, Investment Management, Gdpr, Electronic Forms, Esignature, Client Onboarding, Data Transfer, Compliance Software, Dol Fiduciary Rule, Data Gathering Software, Risk Tolerance, Investor Profile |
| Founded | 2007 |
| Employees | 1-10 |
| Socials |
About PreciseFP
PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online. Find out how to take advantage of PreciseFP in different areas of your practice. - Fact finder: Data gathering for a comprehensive financial plan. - Risk Tolerance: Scientifically-validated risk tolerance solution. - Service Agreement: Customizable agreements with e-signature. - KYC and compliance: Regulatory compliance solution. - Workflow automation: Reduce administrative and repetitive tasks. - Lead generation: Capture new prospects and grow your business.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
PreciseFP has never raised funding before.
PreciseFP Tech Stack
Discover the technologies and tools that power PreciseFP's digital infrastructure, from frameworks to analytics platforms.
Security
Security
Widgets
JavaScript libraries
JavaScript libraries
Analytics
Page builders
CDN
Font scripts
JavaScript libraries
Frequently asked questions
4.8
40,000 users



