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Insights

Recent Product Launches Practifi has been actively launching new products like Practifi Zinfandel, Montepulciano, and Cabernet Franc, showcasing a commitment to innovation and expansion. These new offerings could present sales opportunities to engage both existing and potential clients with fresh solutions.

New Key Personnel The appointment of Adrian Johnstone as CEO showcases a significant leadership change within Practifi. Leveraging this change and the expertise of the new CEO could unlock sales opportunities by highlighting a renewed strategic direction and vision to potential clients and investors.

Industry-Specific Integration Practifi's platform is built on Salesforce and integrates with a range of specialist wealth industry technologies. This industry-specific alignment offers sales representatives a unique selling point to propose tailored solutions that meet the specific needs of wealth management clients efficiently and effectively.

Competitive Landscape Analysis By analyzing similar companies like Advyzon, Redtail Technology, Black Diamond, and others, sales professionals can identify commonalities, differentiators, and gaps in the market. This competitive intelligence can guide sales strategies to position Practifi effectively in the market and target clients with precision.

Funding and Financials With a revenue range of $10M - $50M and funding of $16M, Practifi demonstrates financial stability and potential for growth. Understanding the financial health of Practifi provides sales representatives with confidence in the company's ability to deliver long-term solutions, making it an attractive partner for clients seeking reliable services.

Similar companies to Practifi

Practifi Tech Stack

Practifi uses 8 technology products and services including Google Analytics, Linkedin Insight Tag, MySQL, and more. Explore Practifi's tech stack below.

  • Google Analytics
    Analytics
  • Linkedin Insight Tag
    Analytics
  • MySQL
    Database
  • Alpine.js
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • RSS
    Miscellaneous
  • Ruby
    Programming Languages
  • Google Tag Manager
    Tag Management

Practifi's Email Address Formats

Practifi uses at least 1 format(s):
Practifi Email FormatsExamplePercentage
First.Last@practifi.comJohn.Doe@practifi.com
48%
First@practifi.comJohn@practifi.com
2%
First.Last@practifi.comJohn.Doe@practifi.com
48%
First@practifi.comJohn@practifi.com
2%

Frequently Asked Questions

Where is Practifi's headquarters located?

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Practifi's main headquarters is located at L12, 309 Kent St Sydney, NSW 2000 AU. The company has employees across 4 continents, including North AmericaOceaniaEurope.

What is Practifi's official website and social media links?

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Practifi's official website is practifi.com and has social profiles on LinkedIn.

How much revenue does Practifi generate?

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As of September 2024, Practifi's annual revenue reached $35M.

What is Practifi's NAICS code?

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Practifi's NAICS code is 52 - Finance and Insurance.

How many employees does Practifi have currently?

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As of September 2024, Practifi has approximately 71 employees across 4 continents, including North AmericaOceaniaEurope. Key team members include Chief Executive Officer: A. J.Chief Operating Officer: E. W.Chief Architect: D. A.. Explore Practifi's employee directory with LeadIQ.

What industry does Practifi belong to?

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Practifi operates in the Financial Services industry.

What technology does Practifi use?

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Practifi's tech stack includes Google AnalyticsLinkedin Insight TagMySQLAlpine.jsjQueryRSSRubyGoogle Tag Manager.

What is Practifi's email format?

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Practifi's email format typically follows the pattern of . Find more Practifi email formats with LeadIQ.

How much funding has Practifi raised to date?

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As of September 2024, Practifi has raised $16M in funding. The last funding round occurred on Jan 09, 2020 for $16M.

When was Practifi founded?

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Practifi was founded in 2013.
Practifi

Practifi

Financial ServicesNew South Wales, Australia51-200 Employees

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.

Section iconCompany Overview

Headquarters
L12, 309 Kent St Sydney, NSW 2000 AU
NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
51-200

Section iconFunding & Financials

  • $16M

    Practifi has raised a total of $16M of funding over 4 rounds. Their latest funding round was raised on Jan 09, 2020 in the amount of $16M.

  • $10M$50M

    Practifi's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $16M

    Practifi has raised a total of $16M of funding over 4 rounds. Their latest funding round was raised on Jan 09, 2020 in the amount of $16M.

  • $10M$50M

    Practifi's revenue is in the range of $10M$50M

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