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Practifi logo — Power more possibilities.

Practifi

Power more possibilities.

Founded 2013 Australia Australia 69 employees Series B Total: $28.30M Financial Services, Fintech +3

General Information

Company Name Practifi
Founded Year 2013
Location Australia Australia +2
Employees 69
Industries Financial Services, Fintech, SaaS +2
Funding Stage Series B
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About Practifi

Practifi, with the slogan "Power more possibilities," is a performance optimization platform tailored for the wealth management industry. Founded in 2013 and headquartered in Australia, it leverages Salesforce to enable teams to automate workflows, access advanced analytics, and build comprehensive client records through a unified experience. The platform also offers comprehensive APIs, specialized wealth industry integrations, and a robust ecosystem of integrated apps, centralizing data and enhancing organizational visibility. Notably, the company secured a $24.00M Series B investment on 09 January 2020, with participation from Updata Partners and Equity Venture Partners. Positioned at the intersection of Financial Services, Fintech, SaaS, and Wealth Management industries, Practifi's innovative approach and successful funding milestone position it as an intriguing prospect for venture capital consideration.

Taxonomy: Wealth Management, Performance Optimization, Salesforce Integration, Workflow Automation, Client Records Management, Advanced Analytics, APIs, Data Centralization, Integration Ecosystem, Specialist Integrations

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Series B •••••• 2
Investor Investor
09 Jan 2020
Series A •••••• 1
Investor
21 Aug 2018
Venture Round •••••• 1
Investor
27 Mar 2017
Angel Round •••••• 1 •••• •••• 05 Sep 2015

Practifi Alternatives & Competitors

Practifi vs
WealthOS
WealthOS United Kingdom

An enterprise, cloud native core wealth management SaaS

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60 employees
Finance, Financial Services
Compare Practifi vs WealthOS
Practifi vs
AdvisorEngine
AdvisorEngine United States

One open technology platform for every wealth management moment.

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Practifi vs
Forte Supply Chain Solutions
Forte Supply Chain Solutions South Africa

Bridging the Software Gap.

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FAQ About Practifi

Power more possibilities.
Practifi was founded in 2013.
Practifi is headquartered in Australia.
Practifi operates in the following industries: Financial Services, Fintech, SaaS, Wealth Management, CRM and Sales.
Practifi has approximately 69 employees.
Practifi has completed 4 funding rounds, raising a total of $28.30M. The latest funding stage is Series B.
Top alternatives and competitors to Practifi include WealthOS, AdvisorEngine, Forte Supply Chain Solutions, Seniors Housing Global Advisors, PACEUPinvest® GmbH. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Practifi and WealthOS are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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