Precept
HQ Address
29512 Eagles Crest Rd, Milton, DE, 19968 United States
Website Address
Relevant Regions
Business introduction
Any integration, any platform within minutes using AI
Eliminates integration delays and engineering burdens so you can say “yes” to every integration request. Faster delivery means accelerated revenue, reduced backlog, and full control—enabling fintech teams to scale with what makes them unique instead of integration technicalities
Precept is the fastest way for fintech companies to integrate their platforms to everything else they rely on: custodians, CRMs, portfolio systems, analytics and more.
Precept dramatically simplifies all your existing and future integrations into a universal "gateway" unlocking the ability to create and install any integration within minutes.
Our solution provides the following benefits:
1. Extremely fast build times
Using the Precept AI generation tool, you can turn any API documentation into a functional integration in under 2 minutes.
2. Lowest available cost
Precept's cost can not be beat. Our AI generation tool and our visual validation tool make price per new integration a fraction of yesterday's cost.
3. No more waiting in line
Precept is a universal gateway which means that anyone using Precept can use any existing Precept integration with a single click. This means no more waiting for months for engineering teams to prioritise your integration.
With Precept, the answer to “Can you connect to _____?” becomes a simple, future-proof “Yes.”
Revolutionising data integration
01/05/2025
Business Overview
Precept is an AI-powered intergration platform purpose-built for fintech
Designed to eliminate the delays, cost, and complexity traditionally associated with system integrations. Enables platforms to connect with internal systems and external vendors in minutes—not months. Our proprietary Portable Data Mapping (PDM) approach makes integration as simple as sharing a file, allowing any team to orchestrate and manage connections without deep technical lift.
For data suppliers, Precept clears integration backlogs and accelerates customer onboarding
By transforming every API into a plug-and-play connection point. Ensures every prospect gets a "yes" when they ask about integrations-without requiring additional effort from engineering. This reduces time-to-revenue, eliminates opportunity triage, and provides a modern integration experience regardless of legacy infrastructure.
For fintech platforms, RIAs, and custodians, Precept acts as a universal data gateway
Teams gain centralised control over all integrations, complete flexibility in how data is modeled and the freedom to scale without being constrained by vendor timeliness or system incompatibilities. Whether the challenge is orchestrating legacy systems, enabling data portability or streamlining client onboarding. Precept turns integration into a growth accelerant rather than a blocker.
Customers
Precept serves WealthTech innovators who feel integration pain. Our priority is gateway platforms—custodians, portfolio hubs—where one connection unlocks value for hundreds of downstream users.
We then help growth-stage RIAs and independent broker-dealers manage 10-30 integrations without more IT head-count. Fintech data suppliers use our shared Portable Data Mappings to cut onboarding from months to minutes. Firms demanding only SaaS or with fewer than five integrations wait until our loud-hosted edition arrives.
If cost, effort or delay blocks innovation, Precept is for you.
Key Data
Year founded
2024employees
2-10offices
1Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Family Offices
- Financial Advisors
Precept Solutions
Instant Integration Delivery
Precept’s Instant Integration Delivery compresses weeks-long data-feed work into a single day—so you can ship features, not wait for plumbing. How it works: Our AI agent builds a Portable Data Module (PDM) in minutes, auto-mapping every field. Your engineer runs a quick visual check, clicks Approve, and the connection goes live—no code merge,......
