What departments does Practifi have?

Practifi has employees across 9 departments including Engineering, Product Management, Customer Success, Marketing, Analytics.

What is the largest department at Practifi?

The largest department at Practifi is Engineering with 6 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.

Practifi Employee Directory

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.

Practifi Global Highlights

North America
60

United States Of America
57
Canada
3

Oceania
21

Australia
21

South America
1

Peru
1

Practifi's Leadership

K. D.
Vice President Of Engineering
Mobile Phone
Email
G. J. P.
Head Of Engineering
Mobile Phone
Email
C. C.
Head Of Product
Mobile Phone
Email
G. E.
Co-Founder And Board Director
Mobile Phone
Email
U. B.
Senior Director
Mobile Phone
Email
G. S.
Lead Devops Engineer
Mobile Phone
Email
V. B.
Senior Client Success Manager
Mobile Phone
Email
S. Y.
Lead Software Development Engineer
Mobile Phone
Email

Practifi Employee Metrics

100%

50%

0%

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
Jul 06, 2026
G. J. P.
Head Of Engineering
Mobile Phone
Email
Australia
Jun 25, 2026
C. C.
Head Of Product
Mobile Phone
Email
AustraliaNew South Wales
Jun 26, 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
G. S.
Lead Devops Engineer
Mobile Phone
Email
AustraliaNew South Wales
Jun 24, 2026
V. B.
Senior Client Success Manager
Mobile Phone
Email
May 30, 2026
S. Y.
Lead Software Development Engineer
Mobile Phone
Email
AustraliaNew South Wales
Apr 10, 2026
A. L.
Product Marketing Manager
Mobile Phone
Email
Oct 23, 2023
S. D.
Client Success Support Manager
Mobile Phone
Email
May 13, 2026

Frequently Asked Questions

What is Practifi known for?

Practifi was founded in 2013 operates in the Financial Services industry. 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 68 employees as of July 2026. These team members are located across 3 continents, including North AmericaOceaniaSouth America.

Who are Practifi's key employees and leadership?

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

Vice President Of Engineering: K. D.
Head Of Engineering: G. J. P.
Head Of Product: C. C.
Co-Founder And Board Director: G. E.
Senior Director: U. B.

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Practifi Employee Directory

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