// 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
Icon of an arrow pointing left surrounded by an outlined circle in grey
Icon of an arrow pointing left surrounded by an outlined circle in grey
// Glenn Elliott, Founder & CEO
// Glenn Elliott, Founder & CEO
Icon of an arrow pointing left surrounded by an outlined circle in grey
Icon of an arrow pointing left surrounded by an outlined circle in grey
// Glenn Elliott, Founder & CEO
// Glenn Elliott, Founder & CEO
// Glenn Elliott, Founder & CEO
Icon of an arrow pointing left surrounded by an outlined circle in grey
Icon of an arrow pointing left surrounded by an outlined circle in grey
// Glenn Elliott, Founder & CEO
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