“This award is a validation of the hard work, energy, and passion we’ve invested into serving our clients and growing our business. It’s rewarding to our entire team to have this industry recognition, which will further differentiate us in wealth tech space.” – Alli Jordan, Co-Founder, and COO.
LibertyFi has been named the Outsourcing/Partnership award winner in the US categories at the WealthTech Americas Awards 2022. The award recognizes outstanding organizations grouped by specialty and geography. The independent advisory board selects winners who have ‘demonstrated innovation and excellence during the last year.’ We believe that part of what sets our team apart is our experience on the RIA side of wealth technology.
Beginning in 2017, our team of seven consultants has grown our client base to 22 firms of various sizes and our assets under administration (AUA) to $11.2 billion. We believe the secret of our success is the passion, dedication, and joy we bring to helping advisors succeed. We are inspired by our strategic partners, Wealth Advisor Growth Network (WAGN) and WealthShield, and our clients who had the vision and determination to breakaway and create their firms.
We continue to rely on our core values to help advisors drive growth by scaling their firms with technology. Each day, we look for new ways to apply technology to improve both the advisor and client experiences. By creating and streamlining repeatable processes, we can help provide them with consistent experiences that help them achieve their goals.
According to ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, “These awards were independently and expertly judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which were answered by focusing on the client experience rather than purely quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognize the very best operators in Americas’ wealth management, with ‘independence,’ ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in Americas’ wealth management.”