Technical Consultant at Practifi in UNITED

Technical Consultant: Where Your Impact Actually Matters

About Practifi

Practifi is the only intelligent CRM company that meets wealth management firms wherever they are in their AI adoption journey. Our enterprise-grade, compliance-first foundation brings client data, workflows, and relationship intelligence together in one system, so firms can understand what matters, take the right action, and scale without ever needing a new CRM.

That same directness runs through how we work. We're remote-first across the US and Australia, honest about what the first few months look like, and we don't sell a version of the role that doesn't exist.