Practifi is the performance optimization platform purpose-built for the wealth management industry. Built on Salesforce, our platform empowers teams to automate workflows, create rich client records and access advanced analytics in a unified experience. With comprehensive APIs, a range of specialist wealth industry integrations and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations.

Website: practifi.com

Employees: 100 - 249

HQ: 312-489-8497

Location: Chicago, IL, US

Revenue: 10 - 20 Million

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PractiFI is a SaaS company that provides a performance optimization platform for the wealth management industry. Located in Chicago, Illinois, the company was founded in 2017 and has since grown to become a leading provider of CRM and practice management solutions for financial advisers, brokers, and accountants. With a team of 100-249 employees, PractiFI has achieved a revenue of $10-20 million and has established itself as a major player in the fintech industry. The company's platform is built on Salesforce and offers a range of features, including automated workflows, rich client records, and advanced analytics. PractiFI's platform also boasts comprehensive APIs and integrations with hundreds of specialist wealth industry apps, providing a unified experience for its users. The company's mission is to empower wealth management teams to streamline their operations, improve client engagement, and drive business growth. With its cutting-edge technology and commitment to innovation, PractiFI is well-positioned to continue leading the way in the wealth management industry.

Practifi is a tool that helps wealth management companies work more efficiently. It's built on a platform called Salesforce, which is a popular tool for businesses to manage their customer information and interactions. Practifi makes it easier for wealth management teams to automate routine tasks, create detailed records for their clients, and access useful data analysis. It also connects with other apps and tools that are commonly used in the wealth management industry, so everything is in one place. This makes it easier for teams to see what's going on across their organization and make informed decisions.