Affinity vs Practifi (2026): which should you pick?
As of Nov 12, 2026, Affinity and Practifi share a 1.6 GPA, neither has a free plan, and Practifi starts cheaper, at $135 a month for each person against $166.67 a month when paid by the year for each person.
Checked Nov 12, 2026 · graded Nov 12, 2026 by ToolGPA
Affinity grades higher on platforms. Practifi grades higher on features. They get the same grade on value for money, the free plan and ease of use.
Price, platforms and features side by side. The table says where each price was read and when.
Affinity
Relationship-intelligence CRM for investment and deal teams
Practifi
CRM for wealth management firms, in AI-first or configurable form
Which one is for you
Pick Affinity if
- Fits if you run an investment or advisory firm and track relationships across a team
- Works for teams that want contacts logged from email automatically
Look elsewhere if
- Pricey if you are small: $2,000 per user a year is the floor
- Skip it if you want a free try, because none is listed
- Watch out: Notetaker, AI Chat and the MCP server start on Scale at $2,300; enrichment on Advanced
- Watch out: API calls are capped at 100,000 a month on Scale and Advanced, and extra seats and implementation are add-ons
Pick Practifi if
- Fits if you run an RIA or wealth management firm
- Makes sense if you want a notetaker and AI briefings bundled into the licence
Look elsewhere if
- Pricey if you are a small practice: $135 a user is the entry point and it depends on firm size
- Watch out: Sentir's $195 is launch pricing for contracts signed by 31 December 2026, then $245
- Watch out: Protect, Promote, Portals and Sandbox are priced separately
- Not for you if you want a general sales CRM, a free trial or self-serve sign-up
How we grade them
| 1.6GPAAffinityWeak | 1.6GPAPractifiWeak | |
|---|---|---|
| Value for money | D$2,000 per user a year is about $167 a month, well above the $99 where the dearest tenth of CRM tools starts and the $25 middle. | DNaya starts at $135 a user and Sentir at $195, rising to $245. The category's dearest tenth starts at $99. |
| Free plan and trial | FNo free plan and no trial are listed on the pricing page, which sells every tier through sales. | FNo free plan and no trial; both products are sold through sales. |
| Features | CAutomatic activity capture, relationship intelligence, deal pipelines, AI Chat, enrichment and an API. The listing's gap: Notetaker, AI Chat and the MCP server start on Scale, and enrichment on Advanced. | BA wealth management data model, workflows, pipelines, compliance records and AI briefings. Nothing in the listing is missing for advisory firms. |
| Ease of use | CNo store rating on record. Connecting email, calendar and data sources is part of rolling it out. | CNo store rating on record. Configured per firm, with workflows to set up. |
| Platforms and integrations | BWeb plus browser extension, with Gmail, Outlook, Slack, Zoom, Teams and Salesforce connections and an API. | CWeb only, and the listing names no integrations. |
| Best for | relationship intelligence for investment teams | a wealth management CRM, bought through sales |
The GPA is the average of the five grades: an A is 4 points, an F is none. The full reasons are on each tool's page: Affinity and Practifi. How we grade
Price against what you get
Affinity starts at $166.67 a month when paid by the year for each person and scores 2.3 out of 4 on features, ease of use and platforms. Practifi starts at $135 a month for each person and scores 2.3.
They score the same, and Practifi starts $31.67 a month lower. Of the other CRM tools on the chart, 39 score higher than Affinity for less, and 39 score higher than Practifi for less.
Features, ease of use and platforms, averaged
What paid plans start at, a month (each step along is roughly double) →
- The best score at each price
- Has a free plan
- No free plan
Where they differ
- Practifi also covers workflow automation.
At a glance
| Affinity | Practifi | |
|---|---|---|
| Pricing | Paid | Paid |
| Starts at | $2,000 per user / year, billed annually | $135 per user / month (Naya, tiered by firm size and configuration) |
| Free plan | None | None |
| Free trial | None listed | None listed |
| Web | ||
| Browser extension | ||
| Made by | Affinity | Practifi |
| Price read from | affinity.co | practifi.com |
| Checked | Nov 12, 2026 | Nov 12, 2026 |
Worth knowing
Affinity
- Every tier is quoted through sales, and the page lists no free plan or trial.
- Notetaker, AI Chat, Ascend agents and the MCP server start on Scale; enrichment and automations start on Advanced.
- API calls, including MCP queries, are capped at 100,000 a month on Scale and Advanced; Enterprise is unlimited.
- Collaborator and sync-only seats, and dedicated implementation support, are add-ons.
Practifi
- No self-serve sign-up or free trial is shown; both products are bought by talking to sales.
- Naya's $135 is a starting price that depends on firm size and configuration, and add-ons such as Protect, Promote, Portals and Sandbox are priced separately.
- Sentir's $195 is launch pricing for contracts signed by December 31, 2026; the page lists $245 per user per month after that.
- Built for wealth management; it is not a general-purpose sales CRM.
Key features
Affinity
- Automatic activity capture
- Email and calendar sync creates records and logs interactions without manual entry, with sync policies set by admins at team level.
- Relationship intelligence
- A relationship graph and strength score show the warmest path to any contact, and Scale adds inferred connections beyond direct email history.
- Deal pipeline management
- Pipelines with unlimited smart lists for people, organizations and opportunities, plus reporting and analytics.
- AI Chat, Notetaker and Ascend
- Scale and above include conversational access to the pipeline, meeting capture and follow-up, and agents built for private capital.
- Data enrichment
- Affinity's own enrichment is in every plan. Advanced adds PitchBook, Dealroom and Crunchbase data, and PitchBook needs its own subscription.
- Hosted MCP server and API
- The MCP server lets Claude, ChatGPT and other assistants use Affinity data, and API access is capped at 100,000 calls a month below Enterprise.
Practifi
- Wealth-management data model
- Client records cover households, entities and relationships, with role-specific views for advisors, operations and leadership.
- Workflow engine
- Naya includes pre-built workflows for account openings and annual client reviews, which firms can configure.
- Pipeline and centers of influence
- A pipeline built for advisory firms, plus tracking of referral sources with attribution.
- AI briefings and agents
- Sentir writes briefings on each client record, runs AI agents by domain and says every output is cited and logged.
- AI notetaker and meeting prep
- Sentir includes a notetaker for virtual and in-person meetings with unlimited transcripts and prep notes drafted from a firm template.
- Compliance records
- Emails, documents, meetings and notes are kept in one auditable record per client.
Plans
Affinity
Essential$2,000
per user / year, billed annually
Automatic email and calendar capture, relationship scoring, firmwide interaction history, deal pipeline tracking and Affinity Labs early access. Sold through sales.
Scale$2,300
per user / year, billed annually
Everything in Essential, plus Notetaker, AI Chat, Ascend agents, the hosted MCP server and inferred network connections. 100,000 API calls a month.
Advanced$2,700
per user / year, billed annually
Everything in Scale, plus enrichment from PitchBook, Dealroom and Crunchbase, company growth insights, packaged integrations and workflow automations.
EnterpriseCustom
Everything in Advanced, plus fund-level permissions, enterprise SSO, custom data retention and unlimited API access.
Practifi
Naya$135
per user / month, starting price
Configurable CRM with workflows, pipeline tracking, compliance records, reporting and open API. Priced by firm size and configuration; add-ons cost extra. Sold through sales.
Sentir$195
per user / month, launch pricing for contracts signed by Dec. 31, 2026
AI-native CRM with agents, briefings, a notetaker, projects and MCP access in one price. Rises to $245 after launch pricing. Sold through sales.
Common questions
Which is cheaper, Affinity or Practifi?
As of Nov 12, 2026, Practifi is cheaper to start with: $135 a month for each person, against $166.67 a month when paid by the year for each person for Affinity. Affinity starts at $2,000 per user / year, billed annually, and Practifi starts at $135 per user / month (Naya, tiered by firm size and configuration).
Which has a free plan, Affinity or Practifi?
As of Nov 12, 2026, neither Affinity nor Practifi has a free plan.
Which platforms do Affinity and Practifi run on?
As of Nov 12, 2026, only Affinity lists a browser extension. Both list a web app. A platform missing from a listing is one its maker's pages did not mention.
More comparisons
How this page was made
- The verdict at the top follows a fixed rule. When both tools are in the same category and either is in our top three for it, the verdict follows that ranking: the higher-placed tool is our pick. The top three weigh who each tool suits as well as its grades, so a pick can go against the GPA. Otherwise the page does not pick one and says which grades higher: the higher GPA first; on a tie, the one with a free plan, then the one that starts cheaper in dollars a month, counted the same way for both; if they are still level, what the choice depends on.
- The grades are our own, from each tool’s review or report card. The GPA is their average.
- Prices, plans and platforms come from each tool’s listing. The table above says where each price was read and when.
- The differences and the answers to the questions are worked out from those listings.