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- Roles tracked
- 0
- In pipeline
- 0
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At a glance
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Company intel
From the job board · LinkedIn data via posting sync- Industry
- Financial Services
- Company size
- 69 people
- Headquarters
- Chicago, Illinois +1 more
- Founded
- 2013
- Type
- Privately Held
- Total funding
- $20.0M
Practifi is the only intelligent CRM built specifically for wealth management firms. Designed to support the way advisory teams actually work, Practifi combines native AI functionality with purpose-built capabilities across client management, business operations, compliance support, and firmwide collaboration. Together, these features help advisory teams streamline operations, surface meaningful insights, and strengthen client relationships without sacrificing the human experience at the center of advice.
CRM and practice management for financial advisers
brokers and accountants
