About PractiFI
PractiFI is a company based in Sydney (Australia) founded in 2013. PractiFI has raised $19.79 million across 3 funding rounds from investors including Updata Partners, Microequities and EVP. PractiFI offers products and services including CRM Platform, Automation Tools, and Integrations. PractiFI operates in a competitive market with competitors including Zafin, Computershare, Pegasystems, Talisma and PureFacts, among others.
- Headquarter Sydney, Australia
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Sectors
Financial ServicesTechnology
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Phone
Locked
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Website
Locked
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Social
Locked
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$19.79 M (USD)
in 3 rounds
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Latest Funding Round
$16.3 M (USD), Series B
Jan 09, 2020
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Investors
Updata Partners
& 2 more
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Employee Count
Not available
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Products & Services of PractiFI
PractiFI offers a comprehensive portfolio of products and services, including CRM Platform, Automation Tools, and Integrations.
Automates client management and compliance for financial advisors.
Streamlines workflows for dates, alerts, and marketing in one platform.
Connects with tools for enhanced visibility and organizational efficiency.
People of PractiFI
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Funding Insights of PractiFI
PractiFI has successfully raised a total of $19.79M across 3 strategic funding rounds. The most recent funding activity was a Series B round of $16.3 million completed in January 2020. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in PractiFI
PractiFI has secured backing from 3 investors, including venture fund and institutional investors. Prominent investors backing the company include Updata Partners, Microequities and EVP.
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Private equity investments are directed toward multiple sectors.
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Early-stage venture capital investments are provided by EVP.
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Asset management firm investing in microcap companies
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Investor details for PractiFI
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Investments & Acquisitions by PractiFI
Investment portfolio details for PractiFI
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Financial Statements - PractiFI
Detailed financials for PractiFI
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Practifi Comparisons
Peer comparison for PractiFI
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- Named peers
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Competitors of PractiFI
PractiFI operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Zafin, Computershare, Pegasystems, Talisma and PureFacts, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Software solutions for relationship banking in financial services are delivered.
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Client communication solutions are delivered for capital markets stakeholders.
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Wealth management solutions via AI decisioning and automation are provided.
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Customer relationship management software is provided for omnichannel engagement.
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CRM solutions for wealth managers
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Provider of cloud-based customer experience management platform for payers
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Detailed competitors of PractiFI
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Latest news on Practifi
Complete news archive for PractiFI
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Frequently Asked Questions about PractiFI
PractiFI was founded in 2013 and raised its 1st funding round 2 years after it was founded.
PractiFI is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
PractiFI is a funded company, having raised a total of $19.79M across 3 funding rounds to date.
Provider of wealth management CRM software for financial advisors. It offers a platform designed to address the specific challenges faced by financial advisory firms. The software includes features such as automated task management, compliance tracking, an open API for integrations, pipeline management, and workflow automation tools. It also provides robust reporting and analytics capabilities to support data-driven decision-making. The platform is designed to enhance client relationships through improved communication and personalized service. Development incorporates client feedback to ensure the software meets the evolving needs of the industry.
PractiFI offers CRM Platform, Automation Tools, and Integrations.
PractiFI has 3 investors. Key investors include Updata Partners, Microequities, and EVP.