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Companies using Practifi

As of 14 October 2026, Firmable tracks 76 companies across 13 countries running Practifi. See who they are, and who to call.

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Companies using Practifi

Showing 5 of 76 companies

Baker Street Advisors

bakerstreetadvisors.com · Financial planning and advisory services · 51–250 employees

Last seen 17 Aug 2026 The most recent date Firmable detected Practifi at this company.

Decision makers · 47 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Vice President Operations MobileEmail
Vice President - Investment Strategy Group MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

Baker Street Advisors published commentary on private credit funds moving away from the semi-liquid label. · 23 Jul 2026

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Bluespring Wealth Partners

bluespringwealth.com · Management consulting · 51–250 employees

Last seen 1 Sep 2026 The most recent date Firmable detected Practifi at this company.

Decision makers · 32 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Senior Managing Director, Head of Operations MobileEmail
Fiduciary Operations Director MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

Hiring: Client Service & Operations Manager · 27 Aug 2026

Hiring: Lead Advisor · 27 Aug 2026

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Kestra Holdings

kestraholdings.com · Financial planning and advisory services · 51–250 employees

Last seen 31 Aug 2026 The most recent date Firmable detected Practifi at this company.

Decision makers · 36 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Head of Shared Services Infrastructure MobileEmail
Director of Software Engineering MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

Hiring: Concierge Supervisor · 8 Oct 2026

Kestra Holdings recognized as finalists for the at 2026 ThinkAdvisor Luminaries Awards. · 1 Sep 2026

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Dynasty Financial Partners

dynastyfinancialpartners.com · Business support services · 51–250 employees

Last seen 30 Aug 2026 The most recent date Firmable detected Practifi at this company.

Decision makers · 131 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

SVP, Information Technology MobileEmail
Assistant Vice President, Software Engineer MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

Procyon Partners partners with Dynasty Financial Partners · 1 Oct 2026

Dynasty Financial Partners promotes its Dynasty Connect service to help clients find independent financial advisors. · 2 Oct 2026

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Bartlett Wealth Management

bartlett1898.com · Investment management · 51–250 employees

Last seen 22 Aug 2026 The most recent date Firmable detected Practifi at this company.

Decision makers · 29 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Director - IT MobileEmail
Director, Family Office Services MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

No signals recorded

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Who uses Practifi

A breakdown of the 76 companies running Practifi.

Top industries

Financial services57
Professional and business services9
Information technology and services5
Not for profit2
Education and training1
Hospitality and travel1
Media and telecommunications1

Company size

1–106 (8%)
11–5021 (29%)
51–25032 (44%)
251–5008 (11%)
501–1,0002 (3%)
1,001–5,0002 (3%)
5,001–10,0001 (1%)
10,001+1 (1%)

Share of companies with a recorded size, by employees.

No size recorded: 3

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Frequently asked questions

About the Practifi data on this page.

How many companies use Practifi?

Firmable holds confirmed Practifi detections for 76 distinct companies, 17 of them confirmed in the last 90 days. A company is counted once however many of its properties run it.

Which companies use Practifi?

Baker Street Advisors, Kestra Holdings and Bluespring Wealth Partners are among the most prominent in the current set.

What industries use Practifi?

Financial services, professional and business services and information technology and services lead the set, across 9 industries in total.

What size companies use Practifi?

Adoption concentrates in the 51-250 employee band, across the companies whose size is recorded.

Where are Practifi users based?

The United States, Australia, Canada and the Philippines account for most detections, across 13 countries.

How current is this data?

17 companies were confirmed in the last 90 days. Last detection 5 September 2026.

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