Our 5 Year Anniversary

July has been an exciting month for our team – we celebrated 5 years of working with growth-oriented RIAs. We now serve 24 clients and have $12 billion in AUA on Envestnet’s enterprise platform.

“As we celebrate five years of helping RIAs grow their practices and deliver superior client experiences, we want to take a moment to say ‘thank you’ to our clients for supporting us,” said Alli Jordan, President & COO, LibertyFi. “In our work serving RIAs using the Envestnet platform, we are empowering them to expand their definition of advice to address their clients’ entire financial lives.”

Since our inception, we have proudly maintained a 98% client satisfaction rating and average a 42% year-over-year revenue growth. Here’s a look at a few of our milestones over the past five years on our road to $12B in AUA.

We want to say thank you to all of our clients and partners for supporting us. We look forward to continuing to serve and empower RIAs as they educate their clients and plan their financial future.


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