Practifi

Financial Services • 226 N Morgan St, 500, United States • 51-100 Employees

Company overview

Headquarters	226 N Morgan St, 500, Chicago, Illinois 60607, US
Phone number	+161280056557
Website	practifi.com
NAICS	52
SIC	737
Keywords	Brokers And Accountants
Founded	2013
Employees	51-100
Socials

Key Contacts at Practifi

Howard Leibman

Director

Adrian Johnstone

Chief Executive Officer

Sandy Nahra

Human Resources Director

Oscar Husselbee

Director, Client Success

Jen Mysliwicz

Head Of Sales

Conor Curtis

Head Of Product

Jonathon Gilbertson

Director Of Client Services

Alyssa May

Director Of Learning

Practifi Email Formats

Practifi uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@practifi.com), used 79.5% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@practifi.com	79.5%
{first initial}.{last name}	j.doe@practifi.com	18.2%
{first initial}	j@practifi.com	2.3%

About Practifi

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.

Practifi revenue & valuation

Annual revenue	$7,200,000
Revenue per employee	$119,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$23,100,000
Total funding	$16,399,999

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

Senior

Employees by Department

Practifi has 40 employees across 11 departments.

Departments

Number of employees

Funding Data

Explore Practifi's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2020-02-09	5	$16,399,999

Funding Insights

$16,399,999

Total funding amount

$16,399,999

Most recent funding amount

Number of funding rounds

Practifi Tech Stack

Discover the technologies and tools that power Practifi's digital infrastructure, from frameworks to analytics platforms.

Autoptimize

Performance

Modernizr

JavaScript libraries

6sense

Marketing automation

HubSpot Cookie Policy Banner

Cookie compliance

Slick

JavaScript libraries

Vimeo

Video players

jQuery UI

JavaScript libraries

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

Frequently asked questions

Practifi is located in 226 N Morgan St, 500, US.

You can reach Practifi at +161280056557.

Practifi was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

Practifi has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Practifi has raised a total of $16,399,999 across 1 funding rounds. This investment has helped the company grow and expand its operations.

Key Contacts at Practifi

Howard Leibman

Director

Adrian Johnstone

Chief Executive Officer

Sandy Nahra

Human Resources Director

Oscar Husselbee

Director, Client Success

Jen Mysliwicz