Remote Jobs at Practifi

Practifi

51 - 200 employees

Founded 2013

☁️ SaaS

💸 Finance

🤝 B2B

💰 $16.4M Series B - Practifi on 2020-01

SaaS • Finance • B2B

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.