Practifi
1 known investors
Practifi is a CRM and relationship management platform built on Salesforce for wealth management firms and financial advisors, offering AI-powered automation, compliance workflows, client insights, and integrations with custodians and portfolio systems. It targets RIAs and advisory teams of any size, unifying client data, pipeline management, and service workflows in one platform.
AI & Machine LearningFintechSaaS
Investors · 1
Frequently asked questions
- What does Practifi do?
- Practifi is a CRM and relationship management platform built on Salesforce for wealth management firms and financial advisors, offering AI-powered automation, compliance workflows, client insights, and integrations with custodians and portfolio systems. It targets RIAs and advisory teams of any size, unifying client data, pipeline management, and service workflows in one platform.
- Who are Practifi's investors?
- Practifi's investors include Updata Partners.