Practifi has been named a finalist for AI Innovation & Impact (Firm) at the 2026 ThinkAdvisor Luminaries Awards
Public source
Publisher name
Public post
We're thrilled to share that Practifi has been named a finalist for AI Innovation & Impact (Firm) at the 2026 ThinkAdvisor Luminaries Awards! This category recognizes th…
Company
Practifi
Intelligent CRM Solutions for RIAs.
- Industry
- Financial Services
- Location
- Chicago, US
- Company size
- 51–200 employees
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.
See moreLatest activity
Latest activity from Practifi
3 signals
Customers & Market
Practifi opened a live call client record with a few hundred people watching the client briefing and citations underneath it.
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.
Discover more
Similar signals
Similar public activity from other companies.
Presence & Recognition
Advisor360°
Advisor360° was recognized as a finalist in three categories for the 2026 ThinkAdvisor Luminaries Awards, including AI Innovation & Impact, Product Innovation: Business Development, and Product Innovation: Client Engagement.
Presence & Recognition
Amplify Platform
Amplify Platform has been named a finalist in four categories for the 2026 ThinkAdvisor Luminary Awards.
Presence & Recognition
Luma Financial Technologies
Luma Financial Technologies was named a finalist in the 2026 ThinkAdvisor Luminaries Awards for Product or Service Innovation.
Presence & Recognition
Fispoke™
Fispoke™ won the ThinkAdvisor Luminaries Technology Platform Category at the 2026 ThinkAdvisor Luminaries Awards in New York City.
Presence & Recognition
Orion