What Does Practifi Do?

Total employees63
HeadquartersSydney
Founded2013

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.

Where Is Practifi's Headquarters?

HQ Function

The Sydney headquarters serves as the primary center for product development, engineering, corporate strategy, and APAC regional operations.

Notable Features:

Located in a prominent high-rise in Sydney's central business district, offering modern facilities and fostering a collaborative tech environment.

Work Culture:

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.

HQ Significance:

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.

Values Reflected in HQ: The headquarters' design and operations reflect Practifi's values of efficiency, technological leadership, and a commitment to providing a high-performance work environment.

Location:

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.

Street Address:

Level 19, 1 O'Connell Street

City:

Sydney

State/Province:

NSW

Country:

Australia

Where Else Does Practifi Operate Around the World?

Chicago, IL, USA

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.

London, UK

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.

Buying Intent Signals for Practifi

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Practifi? Meet the Executive Team

As of April 2025, Practifi' leadership includes:

Adrian Johnstone - Co-founder & Chief Executive Officer
Glenn Elliott - Co-founder & Chief Product Officer
Laura Grant - Chief Operating Officer
Tom Davos - Chief Financial Officer
Tim Highland - Chief Revenue Officer
Emily Wilcox - Chief Marketing Officer

Who's Investing in Practifi?

Practifi has been backed by several prominent investors over the years, including:

Updata Partners
Salesforce Ventures

What Leadership Changes Has Practifi Seen Recently?

Hire1
Exits0

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.

New Appointments:

Tim Highland, Tim Highland was appointed as Chief Revenue Officer to lead Practifi's global sales and partnership initiatives, focusing on accelerating market expansion.

What Technology (Tech Stack) Is Used byPractifi?

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 Email Formats and Examples

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

What's the Latest News About Practifi?

PR NewswireNovember 14, 2023

Practifi Appoints Tim Highland as Chief Revenue Officer

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 BlogOctober 19, 2023

Practifi Propel: New Release Available Now

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.comAugust 2, 2023

Practifi Debuts Microsoft Teams Integration

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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