PractiFI company logo

The profile is currenly unclaimed by the seller. All information is provided by CB Insights.

practifi.com

Founded Year

2013

Stage

Series B | Alive

Total Raised

$18.5M

Last Raised

$16.3M | 2 yrs ago

Mosaic Score

+20 points in the past 30 days

What is a Mosaic Score?
The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.

About PractiFI

PractiFI is a platform for financial services business management. PractiFI provides an array of features including pipeline management, productivity tracking, interactive analytics dashboards, asset and liability insights, recordkeeping, compliance and automation tools.

PractiFI Headquarter Location

Level 8, 309 Kent Street

Sydney, New South Wales, 2000,

Australia

+61 2 8005 6557

Predict your next investment

The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

Expert Collections containing PractiFI

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

PractiFI is included in 1 Expert Collection, including Fintech.

F

Fintech

3,330 items

Excludes US-based companies

Latest PractiFI News

Practifi Announces On-Demand Learning Platform as Part of Continued Dedication to Client Success

May 18, 2022

News provided by Share this article Share this article PractifiU provides wealth management firms personalized learning experiences, powering greater adoption and success for firms at scale CHICAGO, May 18, 2022 /PRNewswire/ -- Practifi, a performance optimization platform for the wealth management industry, today announced the company has launched Practifi University ("PractifiU"), an on-demand learning platform aimed at empowering wealth management firms to unlock new insights, automate operations, build deeper client relationships and more within Practifi. In 2021, Practifi expanded and invested in its Learning and Development team to produce content and coursework geared towards educating clients on the platform's extensive capabilities and continuous product enhancements. Emily Wilcox, Chief Operating Officer of Practifi said, "We saw the need for more flexible and accessible learning as a crucial element in helping firms achieve higher adoption rates. With PractifiU, we further our commitment to client success by delivering robust training and support to our clients when they need it and in a format that's convenient for them." PractifiU is a self-paced, on-demand training experience that covers the fundamental workflows and day-to-day features users experience when accessing Practifi's platform. Adapted to different learning styles, PractifiU courses provide users with a variety of education methods, from process workflows to videos and flashcards. To ensure users are retaining the course information, PractifiU also implements knowledge checks and exams to reinforce concepts introduced. Marsha O'Neal, Field Tech Specialist at Trilogy Financial shared her experience and said, "You can always learn more and PractifiU gave me the opportunity to do so. It was fun and the steps were easy to follow. I learned something new and applied it to my everyday use." "Client feedback has already been overwhelmingly positive, and we're absolutely thrilled to see an increase in adoption and platform utilization. PractifiU continues to build upon our vision for clients to have absolute confidence in every decision they make," shared Wilcox. About Practifi Practifi is the performance optimization platform purpose-built for the wealth management industry. Practifi empowers teams to automate workflows, create rich client records, and access advanced analytics in a unified experience. With comprehensive APIs and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations. Headquartered in Chicago, Illinois, Practifi enables organizations across the globe to deepen loyalty with their clients and pioneer the future of wealth management. To learn more, visit practifi.com . SOURCE Practifi

PractiFI Web Traffic

Rank
Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
CBI Logo

PractiFI Rank

  • When was PractiFI founded?

    PractiFI was founded in 2013.

  • Where is PractiFI's headquarters?

    PractiFI's headquarters is located at Level 8, 309 Kent Street, Sydney.

  • What is PractiFI's latest funding round?

    PractiFI's latest funding round is Series B.

  • How much did PractiFI raise?

    PractiFI raised a total of $18.5M.

  • Who are the investors of PractiFI?

    Investors of PractiFI include Equity Venture Partners, Updata Partners and Microequities Asset Management.

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.