Practifi
PrivateLast Round
Series B
Jan 9, 2020
Total Funding Raised
$19.8M
Company Overview
Practifi is a software company that provides a performance optimization and CRM platform purpose-built for the wealth management industry.
Sector
Enterprise Software
Verticals
Wealth Management, CRM, Vertical SaaS, Workflow Automation, Compliance & Risk
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Practifi Comparables
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Practifi Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Jan 9, 2020 | ||||
| Series A | Aug 22, 2018 | ||||
| Seed | Sep 14, 2015 |
Key People
Founding team and executive leadership
Practifi Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Salesforce Ventures | Seed |
| Microequities Asset Management | Series A |
| Equity Venture Partners | Series B |
| Updata Partners | Series B |
| Equity Venture Partners | Series A, Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Nov 21, 2024
Monthly visitors increased 42% MoM, reaching 4.4K.
- Jan 9, 2020
$16.3M round led by Updata Partners
Practifi Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Practifi's valuation, stock price, and market status.