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Practifi

Sydney, AU · Founded 2013 · 68 employees on LinkedIn · 2 known investors

Find your way into Practifi

1 people in our graph share verified history with the Practifi team — schools, employers, funds. One of them is your warm intro.

Howard Leibmanunlockedknows Adrian Johnstone · together at Practifi (overlapped)

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 JohnstoneinChief Executive OfficerHe has prior experience building software for the financial advice industry.
E
EmilyChief Operating Officer

Investors · 2

EVPSydney · $1M – $10M
Updata PartnersWashington · $20M – $200M

In the news

Practifi rolls out AI CRM amid RIA tech arms race - InvestmentNewsinvestmentnews.com · Aug 2026Ep. 243: The Breakaway Blueprint with Adrian Johnstone, Practifi -wealthtechtoday.com · Jun 2024Practifi completes $16.3M Series B funding roundcoverager.com · Jan 2020Sydney start-up Practifi raises $24 millionafr.com · Jan 2020Practifi 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.
Where is Practifi headquartered?
Practifi is headquartered in Sydney, AU.