Startups
With deep experience helping over 40 independent, growth-oriented RIAs address their business needs with technology, LibertyFi is the industry leader in Envestnet middle-office consulting services.
We provide outsourced technology expertise that helps growth-oriented RIAs scale their businesses with the Envestnet platform of integrated wealth management solutions.
We provide outsourced technology expertise that helps growth-oriented RIAs scale their businesses with the Envestnet platform of integrated wealth management solutions.
Overview
Location
United States, Alabama, Birmingham
Employees
1-10
Founded date
2017
Mentions in press and media 2
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Jul 12, 2022 | LibertyFi Celebrates 5 Years and $12B Assets Under Administration (AUA) | “Firms that outsource back office operations to LibertyFi have more time to focus on client-facing activities, and grow faster than those that don’t.” - John Phoenix, Partner at Wealth Advisor Growth Network BIRMINGHAM, Ala. (PRWEB) July 12... |
Reviews 0
FAQ about LibertyFi, LLC
When was LibertyFi, LLC founded?
LibertyFi, LLC was founded in 2017.
What has the press written about LibertyFi, LLC?
Parsers VC has collected 2 articles mentioning LibertyFi, LLC, among them “LibertyFi Celebrates 5 Years and $12B Assets Under Administration (AUA)” (Jul 12, 2022).
Is LibertyFi, LLC still active?
Yes, LibertyFi, LLC is active; its latest activity on Parsers VC dates from Jul 12, 2022.