PractiFI
2013
FOUNDED
PRIVATE
STATUS
21-30
EMPLOYEES
Series A
LATEST DEAL TYPE
$2.2M
LATEST DEAL AMOUNT
3
INVESTORS
Description
Provider of a business management platform intended to solve the wealth industry's biggest problem, that it's disconnected from its customers. The company's business management platform focuses on wealth management which helps its users to avail services like registry, policy administration and telephony systems for financial advice practices, enabling enterprises to connect with their customers, drive efficiency gains and simplify compliance.
Website
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Asset Management
Social/Platform Software
Primary Office
- Level 8, 309 Kent Street
- Sydney, New South Wales 2000
- Australia
+61 (02) 0000 0000
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PractiFI Valuation and Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 3. Early Stage VC (Series A) | 21-Aug-2018 | $2.2M | 00.00 | Completed | Generating Revenue | |
| 2. Early Stage VC | 14-Jul-2017 | 00.00 | Completed | Generating Revenue | ||
| 1. Seed Round | 14-Sep-2015 | $1.3M | $1.3M | Completed | Generating Revenue |
PractiFI Investors (3)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Board Seat |
Contact Info |
|---|---|---|---|---|---|---|
| Equity Venture Partners | Venture Capital | Minority | 000 0000 | 000000 0 | ||
| MicroEquities | Venture Capital | Minority | 000 0000 | 000000 0 | ||
| Salesforce Ventures | Corporate Venture Capital | Minority | 000 0000 | 000000 0 |
PractiFI Executive Team (2)
| Name | Title | Board Seat |
Contact Info |
|---|---|---|---|
| Glenn Elliott | Co-Founder & Chief Executive Officer | ||
| Adrian Johnstone | Co-Founder & Chief Commercial Officer |
PractiFI Board Members (1)
| Name | Representing | Role | Since | Contact Info |
|---|---|---|---|---|
| Howard Leibman | Equity Venture Partners | Board Member | 000 0000 |