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Practifi›
Products & Services›
Wealth Management CRM
Wealth Management CRM

Practifi› offers Wealth Management CRM

ProductOperating Status: Currently Offered

Intelligent CRM platform purpose-built for wealth management firms and registered investment advisors.

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Overview

Practifi is an intelligent CRM that combines native AI functionality with purpose-built capabilities for client management, business operations, compliance support, and firmwide collaboration. Built on Salesforce infrastructure, it delivers enterprise-grade scalability and security tailored for the wealth management industry.

The platform includes AI-powered automation, pipeline tracking, compliance management, mobility, analytics and reporting, open API, and advanced integrations with custodians and portfolio systems. Add-on modules include Practifi Promote, Practifi Portal, Practifi Sandbox, Practifi Protect, and Practifi Intelligence.

Wealth Management CRM - Classification

Industry
  • CRM Software Companies
  • FinTech

Wealth Management CRM - Direct Competitors

  • Astraeus

    Astraeus logo

    Advisor Operating Platform

    astraeuswealth.com

  • Redtail Technology

    Redtail Technology logo

    Redtail CRM

    redtailtechnology.com

  • Salesforce

    Salesforce logo

    Salesforce Financial Services Cloud

    salesforce.com

  • Wealthbox

    Wealthbox logo

    Wealthbox CRM

    wealthbox.com

AttributeWealth Management CRMAdvisor Operating PlatformRedtail CRMSalesforce Financial Services CloudWealthbox CRM
ProviderPractifipractifi.comAstraeusastraeuswealth.comRedtail Technologyredtailtechnology.comSalesforcesalesforce.com65.4M raised · PublicWealthboxwealthbox.com
Founded2013202520031999—
Sells To—B2BB2BEnterprise, Small Business—
Pricing ModelB2B SubscriptionB2B SubscriptionB2B SubscriptionRecurringB2B Subscription
Ownership—Venture-backed private companyAcquired SubsidiaryPublic—
Wealth Management CRM

Provider Practifipractifi.com

Founded 2013

Sells To —

Pricing Model B2B Subscription

Ownership —

Advisor Operating Platform

Provider Astraeusastraeuswealth.com

Founded 2025

Sells To B2B

Pricing Model B2B Subscription

Ownership Venture-backed private company

Redtail CRM

Provider Redtail Technologyredtailtechnology.com

Founded 2003

Sells To B2B

Pricing Model B2B Subscription

Ownership Acquired Subsidiary

Salesforce Financial Services Cloud

Provider Salesforcesalesforce.com65.4M raised · Public

Founded 1999

Sells To Enterprise, Small Business

Pricing Model Recurring

Ownership Public

Wealthbox CRM

Provider Wealthboxwealthbox.com

Founded —

Sells To —

Pricing Model B2B Subscription

Ownership —

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