Practifi Named to WealthTech100 Again
For the second year in a row, Practifi is selected for WealthTech100’s 2021 Pioneering Companies Transforming the Global Investment and Banking Industries.
Practifi Expands Sales Team to Meet Increased Demand and Drive Strategic Growth.
Hearsay Systems Veteran Brings Exceptional Enterprise Sales Leadership and Expertise to Fuel Practifi’s Rapid Growth
Practifi, a business management platform for high-performing financial advice firms, announced integration with Schwab Advisor Center®.
Practifi Named to the WealthTech 100 List
Practifi Selected for WealthTech100’s 2020 Pioneering Companies Transforming the Global Investment and Banking Industries
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, 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, 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, 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.
