Practifi is the only intelligent CRM built specifically for wealth management firms. Designed to support the way advisory teams actually work, Practifi combines native AI functionality with purpose-built capabilities across client management, business operations, compliance support, and firmwide collaboration. Together, these features help advisory teams streamline operations, surface meaningful insights, and strengthen client relationships without sacrificing the human experience at the center of advice.
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Practifi Questions
The Practifi annual revenue was $11.6 million in 2026.
Adrian Johnstone is the CEO of Practifi.
57 people are employed at Practifi.
Practifi is based in Chicago, Illinois.
The NAICS codes for Practifi are [54151, 54, 541, 541511, 5415].
The SIC codes for Practifi are [73, 737].
Top Practifi Employees
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Adrian Johnstone
Chief Executive Officer at Practifi
Chicago, IL, US12 -
Emily Wilcox
Chief Operating Officer at Practifi
Chicago, IL, US13 -
Emily Tran
Head of Marketing at Practifi
Chicago, IL, US21 -
Jacob Leise
Head of Marketing at Practifi
Haddonfield, NJ, US24 -
Jen Mysliwicz
Head of Revenue at Practifi
North Kingstown, RI, US13 -
Conor Curtis
Head of Product at Practifi
Sydney, NSW, AU21 -
Sandy Nahra
Human Resources Director at Practifi
Detroit, MI, US12 -
Philip Schommer
Financial Controller at Practifi
Fort Collins, CO, US21 -
Alyssa May
Senior Director, Learning at Practifi
Chicago, IL, US13
