Practifi
PrivateLast Round
Series B
Jan 9, 2020
Total Funding Raised
$19.8M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Practifi operates in Enterprise Software and is based in Chicago, Illinois. Its latest recorded funding round was a Series B round in January 2020.
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
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Practifi Comparables
Compare Practifi with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Wealthbox | 89% | |
| Skience | 87% | |
| Concenter Services, LLC | 86% |
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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 |
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Key People
Founding team and executive leadership
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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.
- Jul 28, 2026
Monthly visitors grew 61% MoM, reaching 12.7K.
- Jun 21, 2026
Monthly visitors grew 181% MoM, reaching 7.9K.
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Recent news
Latest coverage and updates
- partners_withOct 29, 2026
On Oct 29th '26 in Illinois, Practifi and Dynasty Financial Partners continue their partnership to provide a Salesforce-native, AI-ready CRM for independent RIAs in Dynasty Financial Partners's network, supporting over 1,200 users.
- launchesAug 10, 2026
Practifi plans to unveil its AI-Native Intelligent CRM at a live online launch event on Aug 25th '26; the CRM is available immediately as part of its CRM solutions suite and embeds AI into the system of record to use full client context, produce action, and operate within governance controls.
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Practifi Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Practifi's valuation, stock price, and market status.
Is Practifi a public or private company?
Practifi is a private company.
What is the current stock price of Practifi?
Practifi is a private company, so its shares have no public market price. Caplight tracks Practifi's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Practifi worth (valuation)?
Valuation information for Practifi is not publicly available.
Can I buy Practifi stock?
Practifi shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Practifi's last funding round?
Practifi's most recent funding round was Series B on January 9, 2020.
Who are the main investors in Practifi?
Key investors in Practifi include Microequities Asset Management, Updata Partners.
Will Practifi IPO soon?
No public IPO plans have been announced for Practifi.
How can I track Practifi secondary market activity?
Caplight tracks bids, offers, and trades in Practifi's shares on secondary markets.