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Practifi

Sydney, AU · Founded 2013 · 68 employees on LinkedIn · 4 known investors

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Practifi builds a CRM platform designed for wealth management and financial advisory firms to deepen client relationships and improve service delivery at scale. The platform includes built-in AI capabilities to help advisors personalize communications and client interactions.

AI & Machine LearningEnterprise SoftwareFintechSaaS

Founders & leadership

Practifi was founded in 2013 by Adrian Johnstone.

AJAdrian Johnstone
Adrian JohnstoneChief Executive OfficerHe has prior experience building software for the financial advice industry.
E
EmilyChief Operating Officer

Investors · 4

Updata Partnerslisted by Updata PartnersWashington · $20M – $200M

How we know: funding news · prnewswire.com · Not right? Tell us

Also in the syndicate · 2

Equity Venture PartnersEquity Venture Partners (EVP)

Funding

SEC filings, press & company announcements

$16.3M disclosed across 1 of 3 rounds · 2018–2020

Source: company announcements and press reports — follow each round's link for the claim.

In the news

Practifi Completes $16.3M Series B Funding Round With Updata Partners to Accelerate Growthprnewswire.com · Jan 2020Practifi raises $3M in Series A funding to establish North American HQpractifi.com · Aug 2018

Frequently asked questions

What does Practifi do?
Practifi builds a CRM platform designed for wealth management and financial advisory firms to deepen client relationships and improve service delivery at scale. The platform includes built-in AI capabilities to help advisors personalize communications and client interactions.
Who founded Practifi?
Practifi was founded by Adrian Johnstone in 2013.
Who are Practifi's investors?
Practifi's investors include EVP, Updata Partners.
How much funding has Practifi raised?
Practifi has disclosed $16.3M raised across 1 of its 3 known rounds.
Where is Practifi headquartered?
Practifi is headquartered in Sydney, AU.