Practifi is the performance optimization platform purpose-built for the wealth management industry. Practifi empowers teams to automate workflows, create rich client records, and access advanced analytics in a unified experience. With comprehensive APIs, a range of specialist wealth industry integrations, and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations. Headquartered in Chicago, Illinois, with offices in Sydney, Australia, Practifi enables organizations across the globe to deepen loyalty with their clients and pioneer the future of wealth management.

Information Technology

Practifi

Adrian Johnstone

Alyssa May

Sandy Hopwood, PHR

Meagan T.

Howard Leibman

Gyan (Jnanendra) Pandey

Emily Tran

Dan Arnison

Emily Wilcox

The Leadership Team at Practifi directs the company’s strategic vision and operational execution, ensuring alignment with its mission to optimize performance in the wealth management industry. This team is responsible for fostering innovation, making critical business decisions, and driving organizational growth while cultivating a collaborative culture and maintaining strong relationships with clients and stakeholders worldwide.

Leadership Team

Engineering Team

Sales Team

Business Analysts

Leadership Team

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Team members

Other teams at Practifi

Engineering Team

Sales Team

Business Analysts