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Cramer FinTech Directory


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


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

Our Company in 30 seconds!
Don Whalen, CFP ®
President, PreciseFP
Nate Lenz
Customer Support
Courtney Peek
Head of Support
Larry Reiter
VP Solution Consultant
Kevin Johannesen
VP Client Success

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.

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