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Practifi

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330 N Wabash, L23 (L23)
Chicago, IL 60611
Practifi

More than a CRM, Practifi is a business management platform designed for growing financial advice businesses around the world.

Practifi Completes $16.3M Series B Funding Round With Updata Partners to Accelerate Growth

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,…

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