
51 - 200 employees
Founded 2013
💼 Consulting
🛡️ Insurance
☁️ SaaS
💰 $16.4M Series B - Practifi on 2020-01
Consulting • Insurance • SaaS
Practifi is an intelligent, AI‑powered CRM platform purpose-built for wealth management firms and registered investment advisors (RIAs). It delivers enterprise-grade, customizable CRM functionality on Salesforce infrastructure, with native AI assistants, deep integrations with custodians and wealth‑tech systems (e. g. , Orion, Black Diamond, Addepar, Schwab), workflow automation for compliance and client servicing, and mobile access to streamline advisor operations and scale firms of all sizes.
Selected: 🆕 Date Added.
🕒 August 20
Business Analyst translating financial technology client needs into actionable Practifi platform specifications. Managing remote client engagements alongside Technical Consultants to deliver best-practice solutions.
🇺🇸 United States – Remote
💵 $75k - $95k / year
💰 $16.4M Series B - Practifi on 2020-01
⏰ Full Time
🟡 Mid-level
🟠 Senior
📞 Support Engineer
👻 Ghost score 0%
🕒 August 5
Technical Consultant building Salesforce and Practifi configurations for wealth management firms. Delivering client training, technical solutions, and production deployments remotely across the United States.
🇺🇸 United States – Remote
💵 $80k - $95k / year
💰 $16.4M Series B - Practifi on 2020-01
⏰ Full Time
🟡 Mid-level
🟠 Senior
💼 Consultant
👻 Ghost score 1%
🕒 July 11
Growth Marketing Manager executing multi-channel marketing campaigns for Practifi's Salesforce-native financial software. Collaborating with teams to develop strategies that align with client needs and company objectives.
🌽 Illinois – Remote
💵 $95k - $115k / year
💰 $16.4M Series B - Practifi on 2020-01
⏰ Full Time
🟡 Mid-level
🟠 Senior
📈 Growth Marketing
👻 Ghost score 12%