Practifi

OverviewSuggest Edit

Practifi is a company that develops and operates a business management platform for financial services. Its platform delivers a view across complex industry and revenue data as well as everyday interactions like email, meetings, documents, SMS and calls. It allows users to manage pipeline, automate operations, monitor compliance and build client relationships.
TypePrivate
Founded2013
HQSydney, AU
Websitepractifi.com

Latest Updates

Employees (est.) (Sept 2021)67(-1%)
Cybersecurity ratingBMore

Key People/Management at Practifi

Glenn Elliott

Glenn Elliott

Co-Founder, Chief Executive Officer
Adrian Johnstone

Adrian Johnstone

Co-Founder, Chief Commercial Officer
Emily Wilcox

Emily Wilcox

Chief Operating Officer
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Practifi Office Locations

Practifi has offices in Sydney and Chicago
Sydney, AU (HQ)
level 12/309 Kent St
Chicago, IL, US
321 North Clark, 321 N Clark St #675
Chicago, IL, US
330 N Wabash Ave l23
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Practifi Financials and Metrics

Summary Metrics

Founding Date

2013

Practifi total Funding

$19.8 m

Practifi latest funding size

$16.3 m

Time since last funding

2 years ago

Practifi investors

Practifi's latest funding round in January 2020 was reported to be $16.3 m. In total, Practifi has raised $19.8 m
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Practifi Cybersecurity Score

Cybersecurity ratingPremium dataset

B

89/100

SecurityScorecard logo

Practifi Online and Social Media Presence

Embed Graph

Practifi News and Updates

Practifi Announces Integration with Schwab Advisor Center®

Practifi launches digital account open and alerts integration with Schwab Advisor Center. Practifi launches digital account open and alerts integration with Schwab Advisor Center.

Practifi Blogs

How to Use Automated Deliverables to Reduce Regulatory Risk

Learn how forward-thinking advisory firms create value for their clients in a compliant way.... The post How to Use Automated Deliverables to Reduce Regulatory Risk appeared first on Practifi.

Practifi Trebbiano Release Notes

Practifi Trebbiano is here! With additional personalization and an improved user experience, there's a variety of new features for everyone to enjoy.... The post Practifi Trebbiano Release Notes appeared first on Practifi.

How to Create a More Tangible Client Experience and Reduce Churn

To stay relevant in a competitive market, learn how forward-thinking advisory firms are creating a more tangible client experience.... The post How to Create a More Tangible Client Experience and Reduce Churn appeared first on Practifi.

Financial Advisor Client Retention: Getting the Best Results

Find out why financial advisory clients decide to stay loyal or leave and fine-tune your financial advisor client retention skills.... The post Financial Advisor Client Retention: Getting the Best Results appeared first on Practifi.

6 Easy Cyber Initiatives to Add Value to Your Client Relationships

Introducing cyber initiatives is mutually beneficial for your clients and your firm. Read more about 6 easy cyber initiatives that have a positive impact on your clients and your business: ... The post 6 Easy Cyber Initiatives to Add Value to Your Client Relationships appeared first on Practifi.

How to Improve Operational Efficiency with Practifi’s Pre-Built Workflows

Align teams, reduce costs and enhance the client experience, all the while improving your firm’s operational efficiencies with Pracifi’s pre-built workflows.... The post How to Improve Operational Efficiency with Practifi’s Pre-Built Workflows appeared first on Practifi.
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Practifi Frequently Asked Questions

  • When was Practifi founded?

    Practifi was founded in 2013.

  • Who are Practifi key executives?

    Practifi's key executives are Glenn Elliott, Adrian Johnstone and Emily Wilcox.

  • How many employees does Practifi have?

    Practifi has 67 employees.

  • Who are Practifi competitors?

    Competitors of Practifi include Cashforce, Zoe Financial and Altruist.

  • Where is Practifi headquarters?

    Practifi headquarters is located at level 12/309 Kent St, Sydney.

  • Where are Practifi offices?

    Practifi has offices in Sydney and Chicago.

  • How many offices does Practifi have?

    Practifi has 3 offices.