PractifI Overview
- Year Founded
-
2013
- Status
-
Private
- Employees
-
77
- Latest Deal Type
-
Later Stage VC
- Latest Deal Amount
-
$3M
- 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.comCorporate Office
- PO Box Q217
- Queen Victoria Building
- Sydney, New South Wales 1230
- Australia
Corporate Office
- PO Box Q217
- Queen Victoria Building
- Sydney, New South Wales 1230
- Australia
PractifI Valuation & Funding
Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
---|---|---|---|---|---|---|
3. Later Stage VC | 25-May-2023 | $3M | 000.00 | 000.00 | Completed | Generating Revenue |
2. Later Stage VC (Series B) | 06-Feb-2020 | 000.00 | 000.00 | 000.00 | Completed | Generating Revenue |
1. Later Stage VC (Series A) | 21-Aug-2018 | $3.08M | $3.08M | 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
Industry
Financing
Details
PractifI Competitors (4)
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
RedTail Technology | Private Equity-Backed | Sacramento, CA | 00 | 000000000000 | ||
Wealthbox | Venture Capital-Backed | Providence, RI | 00 | 000.00 | 000000000 | 000.00 |
Cloudinary | Venture Capital-Backed | Santa Clara, CA | 000 | 0000 | 0000000000 0 | 0000 |
ESM Software Group | Formerly PE-Backed | Lincoln, MA | 0000 | 000000&0 |
PractifI Executive Team (4)
Name | Title | Board Seat |
---|---|---|
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 |
---|---|---|---|---|
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 |
PractifI FAQs
-
When was PractifI founded?
PractifI was founded in 2013.
-
Who is the founder of PractifI?
Adrian Johnstone and Glenn Elliott are the founders of PractifI.
-
Who is the CEO of PractifI?
Adrian Johnstone is the CEO of PractifI.
-
Where is PractifI headquartered?
PractifI is headquartered in Sydney, Australia.
-
What is the size of PractifI?
PractifI has 77 total employees.
-
What industry is PractifI in?
PractifI’s primary industry is Business/Productivity Software.
-
Is PractifI a private or public company?
PractifI is a Private company.
-
What is the current valuation of PractifI?
The current valuation of PractifI is 000.00.
-
What is PractifI’s current revenue?
The current revenue for PractifI is 00000.
-
How much funding has PractifI raised over time?
PractifI has raised $22.4M.
-
Who are PractifI’s investors?
Updata Partners, Equity Venture Partners, Microequities Asset Management, and Salesforce Ventures have invested in PractifI.
-
Who are PractifI’s competitors?
RedTail Technology, Wealthbox, Cloudinary, and ESM Software Group are competitors of PractifI.
Data Transparency
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