Company Email Format Management

Practifi

Financial Services Au 62 employees

Employees: 62
Contacts: 3
Emails: 3
Phones: 1

practifi.com LinkedIn Crunchbase

Practifi Overview

Headquarters: Au
Phone Number: Available in AeroLeads
Website: practifi.com
Industry: Financial Services
Employees: 62
Founded: 2013
Funding: 16.4M
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

CRM and practice management for financial advisers brokers and accountants

About Practifi

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.

Practifi Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 1; 25.0% coverage

Practifi Org Chart

Sample employees and titles

Name	Title	Location	Contact
Ben Coombes	COO and Private Investor	Sydney, New South Wales, Australia	Email
Adrian Johnstone	CEO @ Practifi - CRM for Financial	Chicago, Illinois, United States	Email
Kharles Pico	Customer Solutions Engineer at Practifi	Greater Sydney Area, Australia	Email Phone
Glenn Elliott	AI Automation and Data Insights		View