Side-by-Side Comparison
| Metric | Practifi | WealthArc |
|---|---|---|
| Founded | ||
| Founded | 2013 older | 2015 |
| Headquarters | ||
| Headquarters | Australia | Zurich, Switzerland |
| Employees | ||
| Employees | 69 larger | 35 |
| Industry | ||
| Industry | Financial Services, Fintech, SaaS | Big Data, Computing, Cyber Security |
| Funding Stage | ||
| Funding Stage | Series B | Seed |
| Total Funding | ||
| Total Funding | $28.30M | $8.50M |
| Funding Rounds | ||
| Funding Rounds | 4 | 9 |
| Services | ||
| Services | Not tracked yet | Wealth Data Management, Portfolio Management System, Automated Workflows, API Integrations, Data Reporting and Analytics |
| Target Customers | ||
| Target Customers | Not tracked yet | External Asset Managers, Family Offices, Private Banks, Wealth Managers |
| Taxonomy | ||
| Taxonomy | Wealth Management, Performance Optimization, Salesforce Integration, Workflow Automation, Client Records Management, Advanced Analytics, APIs, Data Centralization, Integration Ecosystem, Specialist Integrations | Wealth Management, Data-Driven Platform, API Integration, Data Unification, Portfolio Management, Automated Reporting, Compliance Solutions, Custodian Banks Network, Cloud Security, Financial Data Consolidation, Risk Profile Monitoring, Client Invoicing Automation, Asset Management Software, SaaS Technology, Secure Data Storage |
| Website | ||
| Website | practifi.com | wealtharc.com |
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...
About WealthArc
WealthArc, headquartered in Switzerland, is a data-driven wealth management platform founded in 2015. With the slogan, "We empower wealth managers with trustful and high-quality data!", this innovative startup is well-positioned in the markets of Big Data, Computing, Cyber Security, Financial Servic...
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Funding, hiring, leadership and stack changes at Practifi and WealthArc — by email.
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Compiled from the BounceWatch company index. We last looked at Practifi on 12 Sep 2024, and WealthArc on 3 Jul 2025. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.