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
FinTech
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 Comps
Public and private peers based on sector, stage, and business model.
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 |
| 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.
