Practifi
Practifi is a performance optimization platform for wealth management firms.
Raised 16.3 SERIES_B
About
Practifi provides a business management platform for financial advisors, family offices and broker-dealers, offering CRM, compliance monitoring, workflow automation, analytics, pipeline and asset/liability tracking with integrations.
Quick Facts
Founded
2013
Funding
SERIES_B
Industry
CRM, Financial Services, FinTech, SaaS, Wealth Management
Team Size
51-100
Headquarters
Sydney, New South Wales, Australia
Careers
View Careers Page
No open roles at this time.
Check their careers page for updates