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AddedJun 27, 2026
UpdatedJun 28, 2026
Practifi

Practifi

Practifi is an intelligent CRM platform built specifically for wealth management firms and registered investment advisors.

HQ
Chicago, IL, US
Founded
2013
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Latest News About Practifi

Practifi Unveils AI-Driven CRM Strategy to Power the Future of Wealth Management

Business Wire

Practifi Unveils AI-Driven CRM Strategy to Power the Future of Wealth Management

Practifi announces upcoming AI-powered enhancements to enable wealth management firms to build stronger client relationships and drive...

Mar 5, 2025

Practifi Appoints Adrian Johnstone as New CEO

Business Wire

Practifi Appoints Adrian Johnstone as New CEO

Adrian Johnstone succeeds Glenn Elliott at the helm of the rapidly-growing fintech platform that optimizes performance and workflow for...

Mar 16, 2023

Practifi Launches New Business Development App for Wealth Management Industry

PR Newswire

Practifi Launches New Business Development App for Wealth Management Industry

Practifi launches cloud-based deal pipeline management app to meet industry demand for all-in-one platform that tracks and manages M&A...

Aug 15, 2022

Practifi Expands Consulting Network With Red Rock Strategic Partners

PR Newswire

Practifi Expands Consulting Network With Red Rock Strategic Partners

Wealthtech provider partners with industry-leading consulting house to drive client ROI and adoption.

Jul 12, 2022

Practifi To Expand Australian Footprint

PR Newswire

Practifi To Expand Australian Footprint

Wealthtech provider sets its sights on powering the future of wealth management and financial advice with expanded APAC presence.

Apr 27, 2022