Practifi Completes $16.3M Series B Funding Round With Updata Partners to Accelerate Growth
Summary
Our vision is to create the most efficient business management platform possible for financial advice firms," stated Glenn Elliott, co-founder and chief executive officer of Practifi. Adrian Johnstone, co-founder and chief commercial officer, added, "With so much pressure across advice firms, we are deeply committed to extending our platform to add even more value. Weve been hard at work on some truly amazing new features and integrations, and this investment will propel our product development even faster." Carter Griffin, general partner of Updata, added, "In a competitive market, Practifi has created a tool that enables growth, compliance, and efficiency for financial advice firms. Practifi allows financial advisors, family offices and broker dealers to effortlessly manage their client relationships, monitor compliance and automate workflows, all through an easy-to-use interface.
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