Practifi

Wealth Management TechAdvisor CRMHigh PriorityNot Contacted
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Overview

Salesforce-based CRM and business management platform for financial advisors with workflow automation

Core Product

Salesforce-based CRM for wealth

Strategic Fit for DCC

Global diversification plus CRM leverage for advisor data ownership and ETF distribution

Integration Potential

Distribution intelligence layer

Leverage Type:Advisor data ownership

Financial Profile

Estimated Revenue
$18,000,000
Valuation Range
$80M-$140M
Revenue Model
SaaS subscription
Profitability
Clear profitability path
Recurring Revenue Strength
High recurring CRM revenue

Risk Assessment

Dependent on Salesforce ecosystem

Company Information

Headquarters
Australia/US
Founded
2013
Employees
~110
Geographic Focus
Global
Primary Customers
Wealth Management Firms

Ownership & Funding

Ownership Type
VC-backed
Last Known Funding
Series B

Leadership

CEO
Glenn Elliott
LinkedIn Profile
Research Date
2026-02-24