
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.
🕒 September 15
Technical Consultant configuring Practifi and Salesforce solutions for wealth management firms. Managing client projects, training users, and handling complex technical escalations.
🇺🇸 United States – Remote
💵 $85k - $110k / year
💰 $16.4M Series B - Practifi on 2020-01
⏰ Full Time
🟡 Mid-level
🟠 Senior
💼 Consultant
👻 Ghost score 4%
🕒 September 9
Technical SaaS Project Manager delivering Salesforce-native software implementations for financial advisors. Managing scope, timelines, JIRA workflows, UAT, go-live, and post-launch support.
🌐 United States, Australia – Remote
🌽 Illinois – Remote
💵 $80k - $95k / year
💰 $16.4M Series B - Practifi on 2020-01
⏰ Full Time
🟡 Mid-level
🟠 Senior
🤓 Technical Project Manager
👻 Ghost score 7%