What departments does Practifi have?

Practifi has employees across 13 departments including Finance, Product Management, Marketing, Engineering, Human Resources.

What is the largest department at Practifi?

The largest department at Practifi is Consultant with 8 employees.

Where are Practifi employees located globally?

Practifi has employees across 3 continents and 4 countries including United States Of America, Canada, Australia, Peru.

How has Practifi's team size changed over time?

Practifi's team has decreased from approximately 100 to 64 employees based on available data.

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Practifi Employee Directory

Financial ServicesIllinois, United States51-200 Employees

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.

Find Practifi employees' phone numbers or email addresses

Practifi Global Highlights

North America
62

United States Of America
59
Canada
3

Oceania
20

Australia
20

South America
1

Peru
1

Practifi's Leadership

K. D.
Vice President Of Engineering
Mobile Phone
Email
J. M.
Head Of Revenue
Mobile Phone
Email
C. C.
Head Of Product
Mobile Phone
Email
J. L.
Head Of Marketing
Mobile Phone
Email
G. E.
Co-Founder And Board Director
Mobile Phone
Email
U. B.
Senior Director
Mobile Phone
Email
B. D.
Director Of Growth & Partnerships
Mobile Phone
Email
S. N.
Human Resources Director
Mobile Phone
Email

Practifi Employee Metrics

100%

50%

2026

2025

Engineering
Customer Success
Analytics
Consultant
Sales
Other
Banking
Finance
Human Resources
Business
Quality Assurance

Contact profiles from Practifi

Name

Title

Contact Info

Location

Last Update

G. E.
Co-Founder And Board Director
Mobile Phone
Email
AustraliaNew South Wales
Apr 22, 2026
J. M.
Head Of Revenue
Mobile Phone
Email
United StatesRhode Island
Apr 17, 2026
C. C.
Head Of Product
Mobile Phone
Email
AustraliaNew South Wales
Apr 10, 2026
J. L.
Head Of Marketing
Mobile Phone
Email
United StatesNew Jersey
May 04, 2026
K. D.
Vice President Of Engineering
Mobile Phone
Email
Oct 16, 2024
U. B.
Senior Director
Mobile Phone
Email
AustraliaNew South Wales
Apr 10, 2026
B. D.
Director Of Growth & Partnerships
Mobile Phone
Email
United States
Apr 17, 2026
S. N.
Human Resources Director
Mobile Phone
Email
United StatesMichigan
May 04, 2026
B. S.
Product Manager - Platform Integrations
Mobile Phone
Email
United StatesMinnesota
Apr 10, 2026
K. J.
Senior Client Success Manager
Mobile Phone
Email
United StatesNew Jersey
Apr 15, 2026

Frequently Asked Questions

What is Practifi known for?

Practifi was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 226 North Morgan Street 500 Chicago, Illinois 60607 United States. Explore Practifi's company overview page for more information.

What is Practifi's most common email format?

Practifi employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Practifi email formats with LeadIQ.

How many employees does Practifi have currently?

Practifi has approximately 66 employees as of April 2026. These team members are located across 3 continents, including North AmericaOceaniaSouth America.

Who are Practifi's key employees and leadership?

As of April 2026, Practifi's key employees include:

Vice President Of Engineering: K. D.
Head Of Revenue: J. M.
Head Of Product: C. C.
Head Of Marketing: J. L.
Co-Founder And Board Director: G. E.

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