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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
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.

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

Funding Rounds & Investors (4)

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Funding Stage Amount Investors Lead Investors Date
Series B $24.00M 2
Updata Partners Equity Venture Partners
Updata Partners, Equity Venture Partners
09 Jan 2020
Series A $3.00M 1
Equity Venture Partners
Equity Venture Partners
21 Aug 2018
Venture Round Undisclosed 1
Salesforce Ventures
Salesforce Ventures
27 Mar 2017
Angel Round $1.30M 1
Ben Coombes
05 Sep 2015

Practifi Alternatives & Competitors

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Practifi vs
BridgeFT
BridgeFT United States

Powering the next generation of WealthTech.

Venture round
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Practifi vs
Workiom
Workiom United States

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Practifi vs
Pennylane
Pennylane France

The Financial OS for accounting firms and business owners

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View all alternatives

FAQ About Practifi

Power more possibilities.
Practifi was founded in 2013.
Practifi is headquartered in Australia.
Practifi operates in Financial Services, Fintech, SaaS, Wealth Management and CRM and Sales. Its work centres on Wealth Management, Performance Optimization, Salesforce Integration and Workflow Automation.
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 BridgeFT, Workiom, Pennylane, Trendrating, Weflow. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Practifi and BridgeFT 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.

Source: BounceWatch company record for Practifi, https://bouncewatch.com/company/practifi, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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