LibertyFi
Financial Software · Alabama, United States · 1-10 Employees
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Overview
Headquarters
2 20th St N Ste 1370, Birmingham, Alabam...Phone Number
(205) 582-3400Website
www.libertyfi.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About LibertyFi
LibertyFi is a leader in outsourced middle office services, specializing in providing technology expertise to independent, growth-oriented Registered Investment Advisors (RIAs). The company offers a range of services including onboarding, ongoing support, personalized consulting, and outsourced asset management through its partner, Aptus Capital Advisors. With a focus on helping RIAs scale their businesses and enhance client experiences, LibertyFi manages approximately $19.6 billion in assets under administration for over 30 independent firms. Their commitment to integrating technology and outsourcing enables advisors to improve efficiency and deliver personalized financial strategies.Explore more
LibertyFi Org Chart
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LibertyFi Tech Stack
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LibertyFi News & Media
Lumiant and LibertyFi Partner
CHICAGO–(BUSINESS WIRE)–Lumiant, an award-winning cloud-based advice and client engagement platform, today announced a strategic partnership with LibertyFi, a middle-office technology... Read More The post Lumiant and LibertyFi Partner appeared first on citybiz.Lumiant and LibertyFi Partner to Deliver a Seamless, Fulfilling Client Experience
CHICAGO--(BUSINESS WIRE)-- #Advisors--Lumiant, an award-winning cloud-based advice and client engagement platform, today announced a strategic partnership with LibertyFi, LLC, a middle-office technology and operations consultancy based in Alabama, that helps growth-oriented registered investment advisors (RIA) drive revenue and scale their businesses. LibertyFi currently supports 24 firms (120 advisors servicing 33,000 accounts) and has $12 billion in assets under administration (AUA). Through tLibertyFi Celebrates 5 Years and $12B Assets Under Administration (AUA)
Fintech and operations consultant drives sustained, rapid growth (PRWeb July 12, 2022) Read the full story at https://www.prweb.com/releases/2022/7/prweb18782210.htmLibertyFi Grows to Over $7.5B AUA in Three Years
Fintech and operations consultant drives sustained, rapid growth (PRWeb July 14, 2020) Read the full story at https://www.prweb.com/releases/libertyfi_grows_to_over_7_5b_aua_in_three_years/prweb17249410.htm
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Frequently Asked Questions Regarding LibertyFi
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LibertyFi is a leader in outsourced middle office services, specializing in providing technology expertise to independent, growth-oriented Registered Investment Advisors (RIAs). The company offers a range of services including onboarding, ongoing support, personalized consulting, and outsourced asset management through its partner, Aptus Capital Ad... Read More
