Company intelligence
Practifi
Intelligent CRM Solutions for RIAs.
Financial Services
Chicago, US
68 employees
Founded 2013
3 public signals
About Practifi
Practifi is the only intelligent CRM company that meets wealth management firms wherever they are in their AI adoption journey. With a shared enterprise-grade, compliance-first foundation, Practifi's CRM solutions bring client data, workflows, and relationship intelligence together in one system to help firms understand what matters, take the right action, and scale without ever needing a new CRM.
Verified activity
Signals from Practifi
3 published signals
Customers & Market
Practifi opened a live call client record with a few hundred people watching the client briefing and citations underneath it.
Reported by Practifi
Products & Services
Practifi launched a new intelligent CRM platform called Practifi #wealthtech, featuring a native notetaking, follow-up assistant, and a digital workforce of 16 industry training agents.
Reported by Adrian Johnstone
Presence & Recognition
Practifi has been named a finalist for AI Innovation & Impact (Firm) at the 2026 ThinkAdvisor Luminaries Awards
Reported by Practifi