Practifi is the business management platform for financial services. We help advice firms all over the world achieve their full growth potential.
Location: Australia, New South Wales, Sydney
Employees: 51-200
Phone: +61 2 8005 6557
Total raised: $27M
Founded date: 2013
Investors 1
| Date | Name | Website |
| - | Updata Par... | updata.com |
Funding Rounds 2
| Date | Series | Amount | Investors |
| 10.01.2020 | Series B | $24M | - |
| 22.08.2018 | Series A | $3M | - |
Mentions in press and media 21
| Date | Title | Description |
| 23.02.2026 | - | Chirag Gandhi, Co-Founder & CEO, Mili, said, "The firms already using Mili have seen what AI can do for their meetings. Now they want it everywhere. The ones that commit to this will outperform the ones that wait. That gap only wid... |
| 27.10.2025 | Snappy Kraken Launches Bidirectional CRM Integration for AI Marketing Insight | Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing initiatives, today announced its new CRM integrations, the first real-time, bidirectional integration of its kind in the advisor ... |
| 12.03.2025 | Zocks: Revolutionizing Financial Advisory with AI-Powered Insights | In the bustling world of finance, where every second counts, Zocks emerges as a beacon of innovation. This San Francisco-based startup has recently secured $13.8 million in Series A funding, a significant leap towards transforming how finan... |
| 11.03.2025 | Zocks: $13.8 Million (Series A) Raised For AI-Based Client Intelligence For Financial Advisors | Zocks, a privacy-first AI platform for financial advisors that analyzes conversations with clients to capture key information and integrates with key business and records systems to accelerate workflows, announced it has raised a $13.8 mill... |
| 06.03.2025 | Practifi launches AI CRM to transform wealth management | Practifi, the leading CRM purpose-built for wealth management firms, announced its commitment to integrating artificial intelligence (AI) across its platform, empowering financial advisors to enhance client relationships, streamline operati... |
| 10.01.2025 | Mili: The AI Revolution in Wealth Management Documentation | In the bustling world of wealth management, time is money. Advisors often find themselves drowning in paperwork, spending up to 60% of their time on administrative tasks. Enter Mili, a game-changer in the industry. This Plano, Texas-based s... |
| 08.01.2025 | Mili Raises $2M in Seed Funding | From left to right: Chirag Gandhi (CEO), Siddharth Bulia (CTO), and Vennela Miryala (CPO), Co-Founders of Mili. Mili, a Plano, TX-based provider of an AI meeting documentation platform for wealth management firms, raised $2M in Seed funding... |
| 07.01.2025 | Mili: AI-Based Wealth Management Meeting Platform Company Raises $2 Million (Seed) | Mili, an AI-based meeting documentation platform for wealth management firms, announced it raised $2 million in seed funding led by Chiratae and BoldCap, with participation from Sparrow Capital, SFMG Wealth Advisors, Gregg Fisher (Quent Cap... |
| 27.04.2022 | PRACTIFI TO EXPAND AUSTRALIAN FOOTPRINT | Wealthtech Provider Sets Its Sight on Powering the Future of Wealth Management and Financial Advice SYDNEY, April 27, 2022 /PRNewswire/ -- Australian enterprise-grade technology platform for financial advice businesses, Practifi, has today ... |
| 29.07.2021 | Practifi Launches New Compliance Role-Based App To Platform, Enabling Firms To Proactively Mitigate Risk |
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