Practifi is a collaborative business management platform serving financial advisors, family offices and broker-dealers. The system allows users to manage client relationships, monitor compliance and automate workflows through a single interface. It is designed for growing financial advice businesses around the world. The company is led by co-founders Glenn Elliott (CEO) and Adrian Johnstone (chief commercial officer). Practifi plans to use recent funding to scale its team, expand its global presence and invest in its software to further elevate the client experience. In October 2020 Practifi completed a $16.3M Series B financing. PractiFI provides a business growth management platform for forward-thinking financial advice firms, offering pipeline management, productivity tracking, interactive analytics dashboards, asset and liability insights, recordkeeping, compliance, and automation tools. The platform can be integrated with an increasing number of financial programs and apps. PractiFI serves clients in Australia, New Zealand, the US and Europe. Founded in 2013 by Adrian Johnstone and Glenn Elliott and based in Sydney, the company focuses on scaling its product and international presence. The company raised AUD $3m to support expansion, including establishing a North American headquarters, opening an office in Chicago, and building a range of new product integrations with other financial apps and tools.

Total raised

$19M

Funding rounds

2

Latest round

Series B

Latest activity

Jan 2020