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Press Releases


Practifi Announces On-Demand Learning Platform as Part of Continued Dedication to Client Success

CHICAGO | may 18, 2022

PracitfiU provides wealth management firms personlized learning experiences, powering greater adoption and success for firms at scale.

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Practifi Unveils Brand Evolution and Expanded Platform Capabilities for RIAs and Enterprise Firms

CHICAGO | April 27, 2022

Practifi Sets Sight on Powering the Future of the Wealth Management Industry.

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Practifi To Expand Australian Footprint

sydney | April 27, 2022

Wealthtech Provider Sets Its Sight on Powering the Future of Wealth Management and Financial Advice

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Practifi To Expand Australian Footprint

sydney | April 27, 2022

Wealthtech Provider Sets Its Sight on Powering the Future of Wealth Management and Financial Advice

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Practifi Welcomes Paige Johnson as Director of Strategic Partnerships & Alliances

CHICAGO | April 20, 2022

Former Skience and Docupace Sales Executive Brings Deep-Seated Relationships and Industry Expertise, Enhancing Practifi’s Growth Path and Partner Ecosystem.

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Practifi Wins WealthTech Americas Award for RIA Platform

CHICAGO | March 21, 2022

Practifi Awarded Category Winner for RIA Platform in the US Categories at the Wealthbriefing WealthTech Americas Awards 2022.

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Practifi Welcomes Umesh Banga as Director, Advice Solutions – APAC

CHICAGO | December 01, 2021

Former Head of XPLAN Systems and Technology at IOOF Brings 15 Years of Industry Expertise to Practifi’s Leadership Team.

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Practifi Wins Wealthmanagement.com Award for Outstanding Achievement in CRM

CHICAGO | September 22, 2021

Practifi Named Winner in the Wealthies 2021 Industry Awards in the Category of Technology Provider – CRM.

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Practifi Welcomes Tim Highland as Head of Professional Services

CHICAGO | August 25, 2021

Former Vice President of Client Success at Skience Brings 35 Years of Industry Expertise and Client Success to Practifi’s Leadership Team.

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Practifi Launches New Compliance Role-Based App to Platform

CHICAGO | July 29, 2021

Practifi, a business management platform for high-performing wealth institutions, broker-dealers, and RIAs, today announced the release of its new compliance-focused solution to its existing suite of innovative role-based apps.

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Practifi Named to WealthTech100 Again

CHICAGO | June 22, 2021

For the second year in a row, Practifi is selected for WealthTech100’s 2021 Pioneering Companies Transforming the Global Investment and Banking Industries. 

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Practifi’s Rapid Growth Continues With Sales Team Expansion

CHICAGO | June 8, 2021

Practifi, a business management platform for high-performing RIAs and wealth institutions, today announced that it has appointed Vlad Anghel, Eric Peters, and Roger Romero as the newest members of its rapidly expanding sales team.

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Practifi Welcomes Thomas Westhoff as Vice President, Sales

CHICAGO | March 6, 2021

Practifi, a business management platform for high-performing RIAs and wealth institutions, today announced Thomas Westhoff has joined the company as vice president, sales. In this role, Westhoff will lead Practifi’s global sales organization and enhance Practifi’s institutional relationships.

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Practifi Announces Integration with Schwab Advisor Center®

CHICAGO | FEBRUARY 9, 2021

Practifi, a business management platform for high-performing financial advice firms, announced integration with Schwab Advisor®. Practifi’s integration with the digital account open tool on Schwab Advisor Center streamlines account opening, enabling advisors to initiate and oversee the account opening process from within Practifi.

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Practifi Named to WealthTech 100 List

Chicago | April 28, 2020

Practifi, a business management platform for financial advisors, family offices, and wealth firms, announced today it has been selected for the WealthTech100 list of innovative technology providers that are transforming the global investment industry.

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Agreement Express and Practifi Announce Partnership

vancouver | March 19, 2020

Agreement Express, a leading client onboarding software platform for financial services, and Practifi, a practice management solution for financial firms announced a strategic partnership.

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Practifi Completes A$24M Series B Funding Round with US-Based Updata Partners to Accelerate Growth

sydney | January 10, 2020

Practifi, a business management platform for financial advisors, today announced its A$24 million Series B funding led by U.S.-based Updata Partners, with participation from existing Series A investors Equity Venture Partners (EVP). With this investment, Practifi plans to scale the team, expand presence around the globe, and invest in the software platform to further elevate the client experience…

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Practifi Completes $16.3M Series B Funding Round with Updata Partners to Accelerate Growth

chicago | January 9, 2020

Practifi, a business management platform for financial advisors, today announced its $16.3 million Series B funding led by Updata Partners, with participation from existing Series A investors Equity Venture Partners (EVP). With this investment, Practifi plans to scale the team, expand presence around the globe, and invest in the software platform to further elevate the client experience…

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Practifi raises $3M in Series A funding to establish North American HQ

Sydney | Aug. 22, 2018 

Practifi, a revolutionary business growth management platform for forward-thinking financial advice firms announced today a $3 million AUD investment led by Microequities Venture Capital Fund. The financing will be used to rapidly accelerate Practifi’s global strategy, establishing a North American headquarters in Chicago, expanding the US customer success team and building a range of new product integrations with other financial apps and tools…

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