The Leader in Outsourced
Middle Office Services for RIAs

Drive Growth With A Dedicated Technology Team

With deep experience helping over 40 independent, growth-oriented RIAs address their business needs with technology, LibertyFi is the industry leader in outsourced middle office services.

What We Do

We provide outsourced technology expertise and help RIAs choose, implement, run, and customize Envestnet’s financial wellness ecosystem and other wealth management solutions. We believe that RIAs who embrace technology and outsourcing can scale their businesses, grow faster, improve efficiencies, and provide better, more personalized client experiences.

Evaluation &
Turnkey Access

Ongoing
Support

Onboarding & Outsourced Implementation

Personalized Consulting Services

Who We Are

We handle approximately $12 billion in AUA for 24 independent firms, covering 120 advisors, held in 33,000 accounts. Our core team has proven experience helping independent retail firms better serve their clients and scale their practices by converting from legacy technologies to a more diverse and integrated wealth management platform.

Our Latest Insights

Building Better Portfolios with BlackRock Advisor Center

Key Areas Advisors Should Consider When Choosing Wealth Management Technology

3 Behind-the-Scenes Areas That Impact RIA Operations

“LibertyFi helped us create incredibly efficient and organized workflows. I can almost run this entire business myself. Because of LibertyFi, our model has tremendous scalability.”

Scott ShefferCEO
Carnegie Wealth

“LibertyFi is a huge reason why Elk River was able to make its first acquisition within four weeks of breaking. And they acquired a $250 million team within four months of starting the firm. That’s unheard of.”

Jay HummelPartner and Co-founder
Wealth Advisor Growth Network

“We run a lean operation focused on what we do best — providing investment strategies. Without LibertyFi managing the technology, it would be impossible for us to help advisors build strategy and execute across their book on an ongoing basis.”

Clint SorensonCo-founder
WealthShield

“We’ve created repeatable processes that systematize the practice of managing money. The scalability and efficiency we’ve created with LibertyFi’s help are vital to our success.”

Marc Wagner, CFP®Partner/Wealth Advisor

“A key driver for creating Naviter was giving our clients the service they deserve. It’s been phenomenal working with LibertyFi. They help us manage the Envestnet platform so we can create the models and reporting that serve our clients’ interests. LibertyFi is more than just a partner, they’re members of our team.”

Bentley BlackmonCEO
Naviter Wealth

The Leader in Outsourced Middle Office Services for RIAs