Practifi Company Profile, Contacts & Intelligence

Financial ServicesAu62 employeesFounded 2013
3 contacts with email or phone data3 with email data1 with phone data
View verified contacts Compare competitors
Employees
62
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts
Departments
5
Mapped contact coverage

Practifi Overview

Practifi is the performance optimization platform purpose-built for the wealth management industry. Built on Salesforce, our platform empowers teams to automate workflows, create rich client records and access advanced analytics in a unified experience. With comprehensive APIs, a range of specialist wealth industry integrations and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations.

Headquarters
Au
Website
practifi.com
Industry
Financial Services
Founded
2013
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
CRM and practice management for financial advisers brokers and accountants

Practifi Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 1 with phone data in the visible sample.
5 departments represented
Visible contacts with email or phone data are mapped to these departments.
15 company-domain emails
Visible contacts using Practifi's company email domain.
General
7
IT
4
Sales
2
Executive
1
Marketing
1

Practifi People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

B
Ben Coombes
COO and Private Investor
E
A
Adrian Johnstone
CEO @ Practifi - CRM for Financial
E
K
Kharles Pico
Customer Solutions Engineer at Practifi
EP
G
Glenn Elliott
AI Automation and Data Insights

Practifi Workforce Composition

Seniority breakdown across 23 visible profiles.

Individual contributor
10
Senior / Lead
7
Director
3
Executive
2
VP / Head
1

Practifi Technology & Talent

Technology-related job titles represented in the visible people data.

Engineering
4
Data / AI
1

Compare Similar Companies to Practifi

Explore companies in related markets and compare their industry and employee estimates.

Company Industry / match Employee estimate Page
Orion Financial Services 1.90K View company
Addepar Software Development 1.28K View company
eMoney Advisor Financial Services 634 View company
Vanilla Financial Services 184 View company
RightCapital Financial Services 143 View company
Wealthbox Financial Services 124 View company
Holistiplan Financial Services 77 View company
Skience It Services And It Consulting 77 View company
Redtail Technology Financial Services 62 View company
Meldus Technology, Information And Internet 2 View company