Power More Possibilities

Practifi is the performance optimization platform that transforms data into insights, action and excellence at scale.

We help wealth management firms go beyond traditional CRMs and redefine what’s possible.

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Funding stage
Series B

Working with us


  • Innovation

    We live and breathe innovation. We operate at the leading edge of technology, applying fresh and creative thinking to everything we do.

  • Inspiration

    We demand a work and life experience far beyond the ordinary. We seek inspiration within and we aim to inspire every individual we encounter.

  • Independence

    We respect that each individual has a point of view that we want to amplify and we welcome constructive feedback. We don’t operate with a group-think mentality.

  • Inclusion

    We understand the value of diversity: of culture, experience, and opinion. Our team and our best work combines perspectives from all walks of life.

  • Investment

    We invest in our people, our business, and our community because we’re all a part of something bigger than simply making money.

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