PractifI Overview

  • Year Founded
  • 2013

Year Founded

  • Status
  • Private

  • Employees
  • 77

Employees

  • Latest Deal Type
  • PE Growth

  • Financing Rounds
  • 3

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
Private Equity-Backed
Corporate Office
  • PO Box Q217
  • Queen Victoria Building
  • Sydney, New South Wales 1230
  • Australia
+61 (02)
Primary Industry
Business/Productivity Software
Other Industries
Automation/Workflow Software
Vertical(s)
SaaS, FinTech
Corporate Office
  • PO Box Q217
  • Queen Victoria Building
  • Sydney, New South Wales 1230
  • Australia
+61 (02)

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PractifI Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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PractifI Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
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
77 As of 2025

Sacramento, CA
 

Providence, RI
 
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PractifI Competitors (4)

One of PractifI’s 4 competitors is RedTail Technology, a Private Equity-Backed company based in Sacramento, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
RedTail Technology Private Equity-Backed Sacramento, CA
Wealthbox Private Equity-Backed Providence, RI
ESM Software Group Formerly PE-Backed Lincoln, MA
Cloudinary Private Equity-Backed San Jose, CA
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PractifI Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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PractifI Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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PractifI FAQs

  • When was PractifI founded?

    PractifI was founded in 2013.

  • 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 .

  • What is PractifI’s current revenue?

    The current revenue for PractifI is .

  • 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, ESM Software Group, and Cloudinary are competitors of PractifI.

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