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	precisefp.com
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

Vice President

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.

reCAPTCHA

Security

Cloudflare Bot Management

Security

AddThis

Widgets

Amazon SES

Swiper

JavaScript libraries

jQuery UI

JavaScript libraries

Hotjar

Analytics

Elementor

Page builders

Microsoft 365

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

Frequently asked questions

PreciseFP is located in Holmdel, New Jersey, US.

PreciseFP was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

PreciseFP has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at PreciseFP

Richard Thoeny

Executive Vice President - Product Strategy

4.8

40,000 users