// Founder(s)
Glenn Elliott
Adrian Johnstone
Glenn Elliott
Adrian Johnstone
// Investor(s)
Howard
Leibman
// EVP Investment
Series A lead, 2018
Series B round, 2020
Series A lead, 2018
Series B round, 2020
Practifi
Practifi is a practice management platform for financial advisors. Built on Salesforce, Practifi provides best in class CRM capability. The product integrates with wealth-specific and general applications, creating a central platform from which wealth professionals manage all aspects of their practice.
Practifi is a practice management platform for financial advisors. Built on Salesforce, Practifi provides best in class CRM capability. The product integrates with wealth-specific and general applications, creating a central platform from which wealth professionals manage all aspects of their practice.
// Glenn Elliott, Founder & CEO
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