About PractiFI
PractiFI is a Financial Services company based in Sydney (Australia) founded in 2013. Wealth management CRM software for financial advisors is provided. It operates in the Financial Services and Technology sectors. 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. Its focus areas include Enterprise Applications, Sales Force Automation, CRM and Enterprise Suite.
Company details
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.
- Total Equity Funding$19.79M (USD)
in 3 rounds
- Latest Funding Round$16.3M (USD), Series B
Jan 2020
- InvestorsUpdata Partners
& 2 more
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.
Apps and channels of PractiFI
its YouTube channel Practifi has 115 subscribers and 29 videos.
Videos from PractiFI
The most watched videos on PractiFI's YouTube channel, Practifi (115 subscribers). Click a video to play it here.
More on Practifi.
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.
- Total Funding $19.79M
- Total Rounds 3
- Last Round Series B — $16.3M
- First Round $1.3M
(Sep 2015)
- Investors Count 3
All 3 funding rounds of PractiFI with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2020 | $16.3M | Series B | – | Updata Partners | |
| Aug 2018 | $2.19M | Series A | – | Microequities | – |
| Sep 2015 | $1.3M | Seed | – | – | – |
3 investors in total: 3 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investments are directed toward multiple sectors. | 1998 | updata.com | ||
Early-stage venture capital investments are provided by EVP. | evp.com.au | Bondi Junction, Australia | ||
Asset management firm investing in microcap companies | 2005 | microequities.com.au | Sydney, Australia |
Investor details for PractiFI
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of PractiFI
15 people are tracked at PractiFI (7 in leadership, 1 in board & advisors, 7 in team).
| Name | Role | Group |
|---|---|---|
Emily Wilcox | COO | Leadership |
Adrian Johnstone | CEO | Leadership |
Jen Mysliwicz | Head Of Sales | Leadership |
Conor Curtis | Head Of Product | Leadership |
Howard Leibman | Director | Leadership |
Sandy Hopwood, PHR | Human Resources Director | Leadership |
Jacob Leise | Head Of Marketing | Leadership |
Umesh Banga | Director | Board & advisors |
Bjorn Marksteiner | Product Manager (crm) | Team |
Marie Cunningham | Senior Marketing Manager, Team Lead | Team |
Oscar Husselbee | Account Executive | Team |
Tejaswi Bingu | Product Business Analyst | Team |
Jonathan W. | Sales | Team |
Emma-Louise Wilson | Operations Consultant | Team |
Seamus Higgins | Account Executive | Team |
Complete people profiles for PractiFI
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of PractiFI
3 dated milestones of PractiFI across 7 years, from founding to its latest funding, stage changes and deals.
- Founded PractiFI is founded.
- Funding First funding round of $1.3M.
- Funding Latest funding round, Series B, of $16.3M.
Web traffic of PractiFI
The website of PractiFI (practifi.com) receives about 4.9K visits a month.
- Monthly visits4.9K
▼ 40.7% vs previous month
Websites whose visitors overlap most with PractiFI. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| wealthbox.com | 100% | 136.6K | #353,668 | View details | |
| ifa.com.au | 92% | #1,210,768 | View details | ||
| planful.com | 92% | 176.1K | #222,746 | View details |
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Related news about 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. The company's 1st funding round was a Seed of $1.3M, raised on Sep 2015.
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.