Practifi logo

Practifi

Brand

4.3

Company overview

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.
Founded in 2013
Chicago, Illinois, USA
63 employees (9 in marketing)
www.practifi.com
85% recommend to a friend
84% positive business outlook

Salaries

Typical salary range

$100,000 – $130,000

/ yr

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People

Headcount trend

Company growth over the last 12 months

Headcount -4.5% year over year

Funding

Total funding

$20M

Last raise

$16.4M

Series B, 6 years ago

Funding history

Jan 2020

Series B Practifi · $16.4M

Aug 2018

Series A Practifi · $2.2M

Mar 2017

Venture Round Practifi

Sep 2015

Angel Round Practifi · $1.3M

Audience

Monthly website visitors
4.6K
Month over month-30.7%
Quarter over quarter-54.7%
Top sourceDirect (43.5%)
Ad budget per month$795.0
Average search rank45.2
Traffic source mix
Direct
43.5%
Search
37%
Referral
9.2%
Social
8.7%
Paid referral
1.4%

LinkedIn followers

Follower count and growth

Total followers

15.3K

12-mo growth

+19%

Monthly growth

+1.5%

News

Links

www.practifi.comLinkedInCrunchbaseX (Twitter)
Glassdoor