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Practifi
Practifi is a company with offices in Sydney and Chicago, with its headquarters in Chicago. It provides a financial advisor CRM purpose-built for wealth management, helping leading firms operate smarter, deliver standout experiences, and scale without limits.
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Practifi at a glance
Practifi is a fintech company headquartered in United States. Xcout tracks 8 named people at Practifi, including Adrian Johnstone (Chief Executive Officer).
Practifi leadership
- Adrian JohnstoneChief Executive Officer
- Emily WilcoxChief Operating Officer
- Dan ArnisonChief Architect
- Conor CurtisHead of Product
- Gyan PandeHead of Engineering
- Jacob LeiseHead of Marketing
2 more named people on record for Practifi, with roles, board committees and tenure — see the full roster →
Practifi competitors
A few of Practifi's closest competitors — see the full list of competitors and alternatives →
Fintso is a wealthtech platform that provides digital tools, research, and investment products to financial advisors to help them manage and scale their advisory businesses.
SigFig is a U.S. fintech company that provides digital wealth-management technology, including automated investing, portfolio management, financial advice, and analytics. It primarily serves banks, broker-dealers, and other financial institutions seeking to offer digital investment services to their customers.
d1g1t Inc. is a wealth management technology company that offers an institutional-grade enterprise platform to help advisors. Headquartered in Toronto, Canada, the firm was founded and is led by industry leaders.
Quantifeed provides digital wealth management technology and platforms for financial institutions, combining software engineering and quantitative finance. Its modular solutions enable self-directed investing, advisor-led services, and discretionary portfolio management for banks, brokers, and wealth managers.
Halo Investing is an award-winning financial technology platform headquartered in Chicago that disrupts the use of protective investment solutions worldwide.
Altruist is a financial technology company that provides digital custodial, brokerage, portfolio management, and client-engagement infrastructure for registered investment advisors (RIAs). It serves independent financial advisors and their clients, with a focus on simplifying and lowering the cost of wealth management operations.
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More on Practifi in Xcout Intel
- 8 named people with titles, LinkedIn and board committees
- The full competitor set, tracking, exports and API access