Celebrating A Passion for Service That Has Driven AUA to $7.5B in Three Years

Since we started LibertyFi in 2017, our small, energetic team has enjoyed helping clients streamline their operations by making the most of their investment in the Envestnet platform. We do more than just talk about the power of technology—we’ve built our practice by using it to scale the brainpower and hard work of our team of six consultants. The results show. 

As we celebrate our third anniversary, we’ve grown our client base to 21 firms of various sizes, and we’ve grown assets under administration (AUA) to $7.5 billion. We credit our growth trajectory to the strength of our team and our passion for helping clients—we really value the trust they’ve placed in us—and our partners, who have helped us along the way. Since our first anniversary in 2018, we’ve been able to grow AUA by 134 percent.

We believe that technology plays an increasingly important role in driving RIA success because it largely defines the client experience, from setting goals to creating financial plans and managing portfolios. We see that the most successful firms use technology to create and streamline repeatable processes that provide advisors and their clients with consistent experiences. 

We recognize that advisors often lack the time or experience to make the most of technology because their focus and expertise include serving clients, creating plans, and managing portfolios. By selecting the best partner to help manage their technologies, RIAs can improve their growth trajectories.

LibertyFi CEO Trey Ruch said, “To get the most from their investments in technology, advisory firms often need help deploying, configuring, and maintaining these important systems.” 

We were able to help Rehmann Wealth, an advisory firm with almost $2 billion in assets under our advisement, optimize its use of the Envestnet platform. By understanding and streamlining their processes, we’ve made it possible for Rehmann’s team of 28 financial advisors to spend more time serving investors. 

Amy Flourry, Director of Operation at Rehmann Wealth, said, “Once we partnered with LibertyFi, our advisors almost immediately started sharing really positive feedback about how they were more productive and happier because LibertyFi simplified our processes. With help from LibertyFi, we were able to slash the time needed to process our quarterly bills by 50 percent.”

“With the right expertise, a tech partner can provide the middle office support that enables advisors to focus on clients, while helping to streamline operations,” said LibertyFi COO Alli Jordan.

We’re a small, young company, passionate about helping clients succeed. The past three years have flown by. We’re looking forward to growing our firm by helping new clients increase their efficiency, so they thrive as well.


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