Agreement Express, a leading client onboarding software platform for financial services, and Practifi, a practice management solution for financial firms announced a strategic partnership.
Practifi Completes A$24M Series B Funding Round with US-Based Updata Partners to Accelerate Growth
Practifi, a business management platform for financial advisors and superannuation funds, today announced the completion of a 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.
Practifi Completes $16.3M Series B Funding Round with Updata Partners to Accelerate Growth
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.
Practifi raises $3M in Series A funding to establish North American HQ
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.
