Practifi vs Wealth.com
PractifiWealth Management Platforms
From $80 / seat / moPublished price
Wealth.comFinancial Planning and Analysis
Practifi Wealth Management Platforms Intelligent CRM for RIAs That Demand More Power | Wealth.com Financial Planning and Analysis The Leading Estate & Tax Planning Software for Financial Advisors | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Financial Planning and Analysis |
| What it is | Client engagement platform for wealth management on Salesforce. | Estate planning platform for advisors and clients. |
| Pricing | ||
| Published price | From $80 / seat / mo Three plans (per user/mo, annual commitment, billed annually or quarterly): Basic ~$80, Core ~$96, Pro ~$112 (third-party listings; Practifi's own site directs to sales). Salesfor… | Not published |
| Pricing model | Custom quote | Custom quote |
| Free options | No free plan · No free trial | No free plan |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2013 | 2022 |
| Team size | 51-200 employees | 51-200 employees |
| Headquarters | Chicago, IL | Austin, TX |