# Practifi

**Source:** https://www.startuphub.ai/startups/practifi
**Profile type:** Startup

> CRM and workflow automation platform for financial services.

## About

Practifi offers an intelligent CRM platform purpose-built for wealth management, designed to empower financial advisors and firms with AI-driven insights and workflow automation. It streamlines operations, enhances client engagement, and integrates seamlessly with the wealth management ecosystem to drive growth and success for RIAs. Practifi is trusted by over 10,000 users in the wealth management industry.

## Key facts

- **Slug:** practifi
- **Website:** https://www.practifi.com/
- **Location:** Sydney, Australia
- **Founded:** 2017-01-01
- **Employees:** 67
- **Operating status:** Active
- **Sectors / tags:** Fintech, CRM, Workflow Automation, Financial Services, Vertical SaaS, WealthTech, AdvisorTech
- **Social:**
  - LinkedIn: https://www.linkedin.com/company/practifi
  - Twitter: https://twitter.com/practifi
  - Facebook: https://www.facebook.com/Practifi

## Frequently asked

### What does Practifi do?

Practifi offers an intelligent CRM platform purpose-built for wealth management, designed to empower financial advisors and firms with AI-driven insights and workflow automation. It streamlines operations, enhances client engagement, and integrates seamlessly with the wealth management ecosystem to drive growth and success for RIAs. Practifi is trusted by over 10,000 users in the wealth management industry.

### What is Practifi's revenue?

StartupHub estimates Practifi's annual revenue at $8.5M (range $6.0M to $15.5M, 65% confidence), based on comparable companies in the sector.

### Where is Practifi headquartered?

Practifi is headquartered in Sydney, Australia.

### When was Practifi founded?

Practifi was founded in 2017.

### What industry does Practifi operate in?

Practifi operates in Fintech, CRM, Workflow Automation, Financial Services, Vertical SaaS, WealthTech.

### How many employees does Practifi have?

Practifi has approximately 67 people on record.

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