LibertyFi

We streamline your technology operations so you can focus on what matters most—serving your clients and scaling your practice.

Our personalized consulting services help growth-oriented RIAs scale their practices. We streamline operations with the Envestnet wealth management platform so advisors can focus on serving clients and scaling the practice.

We handle approximately $12 billion in AUA for 24 independent firms, covering 120 advisors, held in 33,000 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.

https://libertyfi.com/