NOTE: This data is refreshed every 3 months. For faster refreshes talk to our Sales Team about the HG Platform!


PreciseFP is a financial planning software designed for financial advisors. It enables users to read customizable sections, track data updates, set pipelines on clients and prospects on a journey, manage customizable agreements with e-signature, collect data through engagements, automate prospect qualifying processes, track actions in an organized account ti... show more

Create a Target Segment

Companies Currently Using PreciseFP

Download CSV Sample (25 companies)
Company NameWebsiteHQ AddressCityStateZipCountryTop Level IndustrySub Level IndustryEmployeesRevenue (USD)PhoneLast Verified
Strittmatter Wealth Management Group, LLC 101 Summit Ave, Ste 910 Fort Worth TX 76102-2616 US Finance Brokerage Less than 10 From $1,000,000 to $9,999,999 (817) 210-3444 3 months ago
Heritage Financial Group Inc. 4205 Hills Haven Rd, Lot 94 Buchanan MI 49107-8114 US Real Estate Real Estate Less than 10 Less than $1,000,000 (269) 695-5148 3 months ago
Gamma Wealth Management - Baltimore MD - US Finance General Financial Services & Insights Unknown Less than $1,000,000 - 3 months ago
Simply Paraplanner - Tampa FL 33607 US Business Services Personal Services Less than 10 Less than $1,000,000 - 3 months ago
Prevail Wealth Management, LLC 11250 Kirkland Way, Ste 104 Kirkland WA 98033-3422 US Finance Brokerage Unknown From $1,000,000 to $9,999,999 (425) 658-7818 3 months ago
Blakely Walters Wealth Management 3333 N Hayden Rd Scottsdale AZ 85251-6626 US Finance Brokerage From 10 to 49 From $1,000,000 to $9,999,999 (480) 776-5897 3 months ago

Personalize. Target. Analyze.

Discover companies using PreciseFP by locations, employees, revenue, industries, and more. Compare your target to your CRM or marketing platform. Create campaigns & analyze your results.

Contact Us to view all 141 companies