Practifi Email Format
Financial ServicesIllinois, United States51-200 Employees
Practifi is a mid-sized financial services software company that provides an intelligent CRM built specifically for wealth management firms. The platform blends native AI functionality with tools for client management, business operations, compliance support, and firmwide collaboration, reflecting how advisory teams actually work. By streamlining workflows and surfacing actionable insights, it seeks to strengthen client relationships while preserving the human touch at the center of advice. Based in Chicago, Illinois, Practifi occupies a niche at the intersection of wealth management and CRM technology. In October 2025, Practifi was recognized as a winner in the CRM category at the WealthManagement.com Wealthies Awards.