More than a CRM, Practifi is a business management platform designed for growing financial advice businesses around the world. Practifi allows financial advisors, family offices and broker dealers to effortlessly manage their client relationships, monitor compliance and automate workflows, all through an easy-to-use interface. To learn more, visit practifi.com.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 01/09/20 | $16,300,000 | Series B |
Equity Venture Partners Updata Partners  | undisclosed |
