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.
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The Practifi annual revenue was $11.6 million in 2026.
Adrian Johnstone is the CEO of Practifi.
63 people are employed at Practifi.
Practifi is based in Chicago, Illinois.
The NAICS codes for Practifi are [5415, 54, 541, 54151, 541511].
The SIC codes for Practifi are [737, 73].