PractifI Overview
- Year Founded
-
2013

- Status
-
Private
- Employees
-
82

- Latest Deal Type
-
Series B
- Latest Deal Amount
-
$16.4M
- Investors
-
4
PractifI General Information
Description
Developer of a performance optimization platform designed to cater to the needs of growing RIAs, family offices, and broker-dealers. The company's platform transforms data into insights and gives the visibility and oversight needed to drive the organization forward and helps to automate workflows, create rich client records, and access advanced analytics in a unified experience, enabling financial advisers, brokers, and accountants to focus on innovation, onboarding new clients, enhance on operational efficiency and data quality.
Contact Information
Website
www.practifi.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Business/Productivity Software
Other Industries
Automation/Workflow Software
Primary Office
- Level 12
- 309 Kent Street
- Sydney, New South Wales 2000
- Australia
+61 (02) 0000 0000
PractifI Valuation & Funding
Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
---|---|---|---|---|---|---|
2. Later Stage VC (Series B) | 06-Feb-2020 | $16.4M | 000.00 | 000.00 | Completed | Generating Revenue |
1. Later Stage VC (Series A) | 21-Aug-2018 | 00.000 | 00.000 | 000.00 | Completed | Generating Revenue |
PractifI Cap Table
Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
---|---|---|---|---|---|---|---|---|
Series B | 0,000,000 | 00.00 | 00.00 | 00 | 00.00 | 00.000 | ||
Series A | 0,000,000 | 00.00 | 00.00 | 00 | 00.00 | 00.000 |
PractifI Comparisons
Description
Primary
Industry
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Financing
Details
Developer of a performance optimization platform designed to cater to the needs of growing RIAs, family offices, and bro
Business/Productivity Software
Sydney, Australia
82
As of 2023
000.00
00.00
0000-00-00
00000000000
000.00
PractifI Competitors (2)
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
RedTail Technology | Private Equity-Backed | Sacramento, CA | 00 | 000000000000 | ||
000000000 | Venture Capital-Backed | Providence, RI | 00 | 000.00 | 0000000000 0 | 000.00 |
PractifI Executive Team (4)
Name | Title | Board Seat | Contact Info |
---|---|---|---|
Adrian Johnstone | Chief Executive Officer | ||
Emily Wilcox | Chief Operating Officer | ||
Glenn Elliott | Co-Founder & Board Member |
PractifI Board Members (2)
Name | Representing | Role | Since |
---|---|---|---|
Glenn Elliott | PractifI | Co-Founder & Board Member | 000 0000 |
Howard Leibman | Equity Venture Partners | Board Member | 000 0000 |
PractifI Signals
PractifI Investors (4)
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
---|---|---|---|---|---|
Updata Partners | Growth/Expansion | Minority | 000 0000 | 000000 0 | |
Equity Venture Partners | Venture Capital | Minority | 000 0000 | 000000 0 | |
Microequities Asset Management | Asset Manager | Minority | 000 0000 | 000000 0 | |
Salesforce Ventures | Corporate Venture Capital | Minority | 000 0000 | 000000 0 |