Side-by-Side Comparison
| Metric | Practifi | WealthOS |
|---|---|---|
| Founded | ||
| Founded | 2013 older | 2019 |
| Headquarters | ||
| Headquarters | Australia | London, United Kingdom |
| Employees | ||
| Employees | 69 | 60 |
| Industry | ||
| Industry | Financial Services, Fintech, SaaS | Finance, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Series B | Seed |
| Total Funding | ||
| Total Funding | $28.30M | $4.87M |
| Funding Rounds | ||
| Funding Rounds | 4 | 3 |
| Services | ||
| Services | Not tracked yet | Wealth Operating Platform, Unified Transfer Manager, Fee Computation and Billing Software, Pension Drawdown Administration Software, Projections and Illustrations Software |
| Target Customers | ||
| Target Customers | Not tracked yet | Wealth Management Firms, Financial Advisors, Retirement Service Providers, Digital Product Developers |
| Taxonomy | ||
| Taxonomy | Wealth Management, Performance Optimization, Salesforce Integration, Workflow Automation, Client Records Management, Advanced Analytics, APIs, Data Centralization, Integration Ecosystem, Specialist Integrations | Cloud-Native, Wealth Management, API First, Digital Innovation, Modular Architecture, Digital Transformation, Integration Solutions, Market Place, Technology Infrastructure, Time To Market, Cost Efficiency, Plug And Play |
| Website | ||
| Website | practifi.com | wealthos.cloud |
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 WealthOS
WealthOS, founded in 2019 and headquartered in the United Kingdom, is an impactful player in the Finance and Fintech industries. With the slogan, "An enterprise, cloud native core wealth management SaaS," WealthOS is designed as an API first platform to reinvigorate the wealth management sector. By...
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Funding, hiring, leadership and stack changes at Practifi and WealthOS — by email.
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Compiled from the BounceWatch company index. We last looked at Practifi on 12 Sep 2024, and WealthOS 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.