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Practifi competitors & alternatives
The 12 closest competitors and alternatives to Practifi among fintech companies — ranked by similarity to what Practifi actually does, not by market-cap band.
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About 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.
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 →
Top 12 Practifi competitors
Ranked by semantic similarity — how close each company is to Practifi by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar fintech company
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.
Similar fintech company
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.
Similar fintech company
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.
Similar fintech company
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.
Similar fintech company
Halo Investing is an award-winning financial technology platform headquartered in Chicago that disrupts the use of protective investment solutions worldwide.
Similar fintech company
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.
Similar fintech company
FNZ provides a global, end-to-end wealth management platform that integrates technology, business, and investment operations for financial institutions such as banks, wealth managers, insurance companies, and asset managers. The company's platform and services enable these institutions to streamline processes, utilize data and AI, and offer digital investment experiences to end investors.
Similar fintech company
HUB24 Limited, an Australian financial services entity founded in 2007 and based in Sydney, offers integrated platform, technology, and data offerings to the nation's wealth management industry. Operating through its Platform and Tech Solutions segments, the company is responsible for the development and operation of prominent investment and superannuation platforms, including HUB24 and Xplore Wealth. It furnishes an array of portfolio administration and reporting services, catering to financial advisers, stockbrokers, accountants, their clients, and direct consumers. Additionally, HUB24 delivers solutions for accounting, portfolio management, legal documentation, corporate compliance, and the administration of self-managed superannuation funds. Its offerings extend to application and technology products designed for the financial sector, along with licensing and advisory services for data management, software, and infrastructure. The company also provides retirement planning options. Originally known as Investorfirst Ltd., it rebranded as HUB24 Limited in August 2013.
Similar fintech company
Advisor360° is a WealthTech leader that delivers an autonomous financial platform for advisors at RIAs, independent broker-dealers, and insurance broker-dealers, headquartered in Needham, Massachusetts.
Similar fintech company
Smartleaf is a fintech company that provides automated, personalized portfolio-management technology, including tax-aware optimization and rebalancing. It primarily serves wealth managers, financial advisors, and other investment firms rather than individual consumers directly.
Similar fintech company
Topstep is a trader education and financial technology enterprise headquartered in Chicago, Illinois, that provides simulated trading environments and funded accounts to traders worldwide.
Similar fintech company
DiversiFi Capital is a wealth management firm headquartered in Los Altos, California. The company specializes in financial planning, equity compensation planning, restricted stock units (RSUs), and tax-efficient investing for tech industry professionals.
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