Cramer FinTech Directory

PreciseFP

400 Corporate Pointe, Suite 300, Culver City, CA 90230

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Categories We Cover: Data — Gathering Client Data, New Account Opening/Onboarding

Our Company in 30 seconds!
Don Whalen, CFP ®
President, PreciseFP
770-998-5047
whalend@precisefp.com
Nate Lenz
Customer Support
lentzn@precisefp.com
Courtney Peek
Head of Support
peekc@precisefp.com
Larry Reiter
VP Solution Consultant
larry_reiter@docupace.com
Kevin Johannesen
VP Client Success
kevin_johannesen@docupace.com

In the news:  Sept 30,2021, Docupace Acquires New Account Opening and Client Onboarding Solution PreciseFP.  For more information, please read the joint press release.  Docupace has also gathered these Key Messages to help help clients, prospects and the public understand all areas of the acquisition and details the tremendous opportunity it creates. Click Here to Read.