Work at Practifi.

Practifi is a performance optimization and business management platform purpose-built for the wealth management industry, serving financial advisors, RIAs, family offices, and broker-dealers. Built on Salesforce, the platform combines CRM, compliance tracking, workflow automation,...

Financial Services

Open roles 2

Founded 2013

Type Private

Team size 51–200

Headquarters Remote

Website practifi.com

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Open roles at Practifi

2 open roles

Data QA Analyst United States · United States $78,000–$95,000 / year 20 days ago

Business Analyst, Technical Enablement United States of America · United States of America $75,000–$95,000 85 days ago

About Practifi

Practifi is a performance optimization and business management platform purpose-built for the wealth management industry, serving financial advisors, RIAs, family offices, and broker-dealers. Built on Salesforce, the platform combines CRM, compliance tracking, workflow automation, and advanced analytics to help financial services firms centralize data and automate operations.

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