Practifi
Financial Software · Illinois, United States · 51-200 Employees
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Overview
Headquarters
226 N Morgan St, Chicago, Illinois, 6060...Phone Number
(312) 489-8497Website
www.practifi.comRevenue
$11.6 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
3
2
3
1
1
About Practifi
Founded in 2013, PractiFI provides a financial business management platform for forward-thinking financial advice firms. The company is based in Sydney-Australia with an additional location in Chicago IL, and London.Explore more
Practifi Org Chart
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Activity Insights
Practifi is experiencing very low activity levels compared to other companies in the Software sector.
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Practifi financials insights
Gather financial insights about Practifi, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2018
Series A
$3M
2020
Series B
$16.3M
Practifi Tech Stack
A closer look at the technologies used by Practifi
Most Recent Scoops
Person-Based
Artificial Intelligence
Person-Based
CRM, Enterprise Software, Software
Person-Based
Person-Based
Practifi News & Media
Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows
SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a strategic partnership with Practifi, the leading CRM built for wealth management. This integration enables seamless two-way data synchronization between the platforms, allowing firms to leverage AI-powered insights while maintaining streamlined workflows and developing client relationships. Contacts, meeting notes, and tasks will noPractifi Unveils AI-Driven CRM Strategy to Power the Future of Wealth Management
CHICAGO--(BUSINESS WIRE)--Practifi, the leading CRM purpose-built for wealth management firms, today announced its commitment to integrating artificial intelligence (AI) across its platform, empowering financial advisors to enhance client relationships, streamline operations and drive new levels of growth. This strategic move reinforces Practifi’s vision of providing a cutting-edge CRM solution that anticipates the future needs of the wealth management industry, positioning Practifi as the hubPractifi Unveils AI-Driven CRM- Strategy to Power the Future of Wealth Management
CHICAGO--(BUSINESS WIRE)--Practifi, the leading CRM purpose-built for wealth management firms, today announced its commitment to integrating artificial intelligence (AI) across its platform, empowering financial advisors to enhance client relationships, streamline operations and drive new levels of growth. This strategic move reinforces Practifi’s vision of providing a cutting-edge CRM solution that anticipates the future needs of the wealth management industry, positioning Practifi as the hubFlourish Announces Integration with Practifi
RIA Wealthtech Integration Simplifies Advisor Experience to Access Clients’ Assets in Salesforce App RIA Wealthtech Integration Simplifies Advisor Experience to Access Clients’ Assets in Salesforce App
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Frequently Asked Questions Regarding Practifi
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Founded in 2013, PractiFI provides a financial business management platform for forward-thinking financial advice firms. The company is based in Sydney-Australia with an additional location in Chicago IL, and London.... Read More
