Practifi Information

View Top Employees from Practifi

Practifi is the only intelligent CRM company that meets wealth management firms wherever they are in their AI adoption journey. With a shared enterprise-grade, compliance-first foundation, Practifi's CRM solutions bring client data, workflows, and relationship intelligence together in one system to help firms understand what matters, take the right action, and scale without ever needing a new CRM.

Website	https://www.practifi.com
Revenue	$11.6 million
Funding	$19.3 million
Employees	67 (59 on RocketReach)
Founded	2013
Address	226 N Morgan St 500, Chicago, Illinois 60607, US
Phone	+1 312-489-8497
Technologies	JavaScript , HTML , PHP +48 more (view full list)
Industry	Financial Services, Business Services General, Financial Software, Business Services, Social/Platform Software
Web Rank	14 Million
Keywords	Wealth Management Software, Financial Planning Software, Crm For Financial Advisors, Financial Advisor Technology, Wealthtech Platform, Investment Management Software, Client Relationship Management Crm, Portfolio Management Software, Financial Planning Tools, Advisor Technology Solutions, Wealth Management Technology, Automated Workflows, Client Portal Software, Business Process Automation, Salesforce Consulting Services, Team Collaboration Tools
Competitors	Salesforce, Morgan Stanley, Envestnet, Inc, SS&C Advent, eMoney Advisor, Advisor Technology Svcs LLC, Wealthbox, AdvisorEngine, Redtail Technology, Junxure +36 more (view full list)
SIC	SIC Code 73 Companies, SIC Code 737 Companies
NAICS	NAICS Code 5415 Companies, NAICS Code 541 Companies, NAICS Code 54151 Companies, NAICS Code 541511 Companies, NAICS Code 54 Companies

Practifi Questions

What is the annual revenue of Practifi?

The Practifi annual revenue was $11.6 million in 2026.

Who is the CEO of Practifi?

Adrian Johnstone is the CEO of Practifi.

How many people are employed at Practifi?

59 people are employed at Practifi.

Where is Practifi based?

Practifi is based in Chicago, Illinois.

What is the NAICS code for Practifi?

The NAICS codes for Practifi are [5415, 541, 54151, 541511, 54].

What is the SIC code for Practifi?

The SIC codes for Practifi are [73, 737].

Top Practifi Employees

Adrian Johnstone

Chief Executive Officer at Practifi

Chicago, IL, US
1
- gmail.com
2
- +61 2 8580 XXXX
- +61 418 676XXXX
Emily Wilcox

Chief Operating Officer at Practifi

Chicago, IL, US
1
- gmail.com
3
- +1 224-410-XXXX
- +1 530-304-XXXX
- +61 402 645XXXX
Emily Tran

Head of Marketing at Practifi

Chicago, IL, US
1
- gmail.com
1
- +1 224-639-XXXX
Jacob Leise

Head of Marketing at Practifi

Haddonfield, NJ, US
1
- gmail.com
4
- +1 856-302-XXXX
- +1 215-570-XXXX
- +1 609-970-XXXX
- +1 856-848-XXXX
Jen Mysliwicz

Head of Revenue at Practifi

North Kingstown, RI, US
1
- yahoo.com
3
- +1 617-659-XXXX
- +1 414-312-XXXX
- +1 508-737-XXXX
Conor Curtis

Head of Product at Practifi

Sydney, NSW, AU
2
- practifi.com
- outlook.com
1
- +61 433 099XXXX
Sandy Nahra

Senior Director Human Resources at Practifi

Detroit, MI, US
1
- gmail.com
2
- +1 312-799-XXXX
- +1 734-751-XXXX
Philip Schommer

Financial Controller at Practifi

Fort Collins, CO, US
1
- gmail.com
1
- +1 262-865-XXXX
Alyssa May

Senior Director, Learning at Practifi

Chicago, IL, US
1
- gmail.com
3
- +1 517-262-XXXX
- +1 623-826-XXXX
- +1 623-866-XXXX
Bjorn Marksteiner

Product Manager (CRM) at Practifi

Chicago, IL, US
2
- bigpond.com
- practifi.com
2
- +61 2 8026 XXXX
- +61 410 530XXXX