With deep experience helping over 30 independent, growth-oriented RIAs address their business needs with technology, LibertyFi is the industry leader in outsourced middle office services.
We provide outsourced technology expertise and help RIAs choose, implement, run, and customize Envestnet’s financial wellness ecosystem and other wealth management solutions. Through our partner, Aptus Capital Advisors, we also provide outsourced asset management. We believe that RIAs who embrace technology and outsourcing can scale their businesses, grow faster, and provide better, more personalized client experiences.
We handle approximately $19.6 billion in AUA for 31 independent firms, covering 160 advisors, held in 53,000 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.
Aptus Capital Advisors is our trusted partner dedicated to supporting financial advisors in managing client portfolios. Through its financial strategies, Aptus is committed to providing advisors with confidence and proper positioning, especially in a market where stocks and bonds are increasingly correlated. Aptus prides itself on being a partner to fiduciaries, offering support in risk mitigation and ensuring consistency in messaging to bolster client confidence in the benefits of long-term investing.
