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. We believe that RIAs who embrace technology and outsourcing can scale their businesses, grow faster, improve efficiencies, and provide better, more personalized client experiences.
We handle approximately $14.9 billion in AUA for 30 independent firms, covering 178 advisors, held in 44,000 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.