Practifi
Sydney · Founded 2013
About Practifi
Practifi is the leading CRM purpose-built for wealth management. By surfacing key insights, automating workflows and enabling personalized client experiences that fortify relationships, Practifi transforms how financial professionals connect with and grow their client base. Bringing together opportunities to strengthen client loyalty, enhance team collaboration and leverage data-driven insights into one integrated platform, Practifi empowers firms to own their relationships, own their growth and own their future.
Company Facts
- Founded: 2013
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 51 – 100
- Estimated revenue: $1K – $10K
- Total funding: $20.0M
- Funding stage: Early Stage Venture
- Last round: Series B (Jan 2020)
- Website: https://www.practifi.com/
- Phone: 312-489-8497
Industries & Categories
CRM, Financial Services, FinTech, SaaS, Wealth Management
Social Profiles
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