About Practifi
Practifi is a financial services business management platform that specializes in CRM solutions for wealth management firms. Founded in 2013 and based in Sydney, Australia, with an office in Chicago, Practifi serves registered investment advisors (RIAs), independent broker-dealers (IBDs), and multi-family offices (MFOs) globally, with a focus on North America and the Asia-Pacific regions.
Min project size
50,000+
Hourly rate
50 / hr
Employees
59
Locations
United States
Year founded
Founded 2013
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