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Practifi is a business management platform specifically designed for financial advisors, RIAs (Registered Investment Advisors), family offices, and insurance brokers. Built on the Salesforce platform, Practifi provides a comprehensive suite of tools for client relationship management (CRM), compliance, workflow automation, business analytics, and reporting. The platform aims to streamline operations, enhance client engagement, and drive business growth for financial services firms by unifying data and processes into a single, integrated system.
The Sydney headquarters serves as the primary center for product development, engineering, corporate strategy, and APAC regional operations.
Located in a prominent high-rise in Sydney's central business district, offering modern facilities and fostering a collaborative tech environment.
Practifi's HQ fosters a culture of innovation, collaboration, and customer-centricity. Employees often describe it as dynamic and fast-paced, with a strong emphasis on teamwork to solve complex challenges for the financial services industry.
As the founding location, the Sydney office is pivotal to Practifi's identity and technological innovation. It drives the core product vision and supports the company's global expansion.
Practifi supports its global clientele through strategically located offices in Sydney (APAC), Chicago (North America), and London (EMEA). These key locations enable Practifi to provide localized sales, implementation, customer success, and support services. While product development is primarily centralized, global teams contribute to a comprehensive understanding of diverse market needs, ensuring the platform evolves to meet the demands of financial advisory firms worldwide.
Level 19, 1 O'Connell Street
Sydney
NSW
Australia
Address: 20 W Kinzie St, 17th Floor, Chicago, IL 60654
To drive market penetration, provide localized client services, and gather insights for product adaptation for the North American financial services industry.
Address: Fora, 2 Stephen Street, London, W1T 1AN
To expand Practifi's presence in the EMEA region, offering tailored solutions and support that align with local financial regulations and business practices.
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As of April 2025, Practifi' leadership includes:
Practifi has been backed by several prominent investors over the years, including:
Practifi has actively strengthened its executive leadership over the past year, notably with the appointment of a new Chief Revenue Officer to spearhead growth. There have been no publicly announced major executive departures during this period, indicating stability in its core leadership.
Discover the tools Practifi uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Practifi typically uses a standard professional email format. The most common structure observed is [first].[last]@practifi.com. Variations such as [first_initial][last]@practifi.com may also be in use.
[first].[last]@practifi.com
Format
jane.doe@practifi.com
Example
90%
Success rate
PR Newswire • November 14, 2023
Practifi announced the appointment of Tim Highland as its new Chief Revenue Officer. Highland will lead Practifi's global sales and revenue operations, aiming to accelerate the company's growth and market leadership in the financial services technology sector....more
Practifi Blog • October 19, 2023
Practifi has launched its latest platform update, Practifi Propel. This release includes significant enhancements to user experience, deeper integrations, advanced business intelligence tools, and new functionalities designed to empower financial advisors and firms to optimize performance....more
WealthManagement.com • August 2, 2023
Practifi has announced a new integration with Microsoft Teams, enabling financial advisors to streamline communication and collaboration by connecting their primary client management platform with their preferred communication tool. This integration aims to enhance productivity and client engagement....more
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