Practifi is a business management platform designed for growing financial advice businesses around the world.
Practifi's industry solution helps advice firms manage clients, partners, providers and centres-of-influence all through a clean, intuitive interface.
Practifi was founded in 2013 by Glenn Elliott and Adrian Johnstone. The company is headquartered in Sydney, New South Wales, Australia, with an office in Chicago, Illinois.
Practifi allows financial advisors, family offices and broker dealers to effortlessly manage their client relationships, monitor compliance and automate workflows, all through an easy-to-use interface.
Practifi is the information hub that connects every aspect of the 360° relationship you have with your clients. It allows you to automate workflows, integrate industry solutions to allow yourself to focus on innovation, onboarding new clients, or just more opportunity to enjoy your time.
Practifi is backed by Updata Partners, Equity Venture Partners (EVP) and others. The company raised $16.3M in a Series B financing on Jan 09, 2020. This new round brings Practifi's total funding to $19.8M to date.