LibertyFi

Finance · Alabama, United States · 1-10 Employees

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Overview

Headquarters

2 20th St N Ste 1370, Birmingham, Alabam...

Phone Number

(205) 582-3400

Revenue

<$5 Million

Industry

Finance Software Testing Business Services Securities Trading Project Management

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's Social MediaSIC Code 62,628NAICS Code 52,523Show more

LibertyFi Org Chart

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CC
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Manager, Platform Operations

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Manager, Advisor Engagement and Implementatio...

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Senior Consultant

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Compare Similar Companies to LibertyFi

Compare insights from companies similar to LibertyFi, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LibertyFi

<$5M
1-10
Private
-
2017
CC
Caroline CorsoManager, Platform Operations
$6.1M
11-50
Private
-
2015
Nicholas Kochanski, Managing Director at Crescent Grove Advisors
Nicholas KochanskiManaging Director
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
1987
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

LibertyFi Tech Stack

A closer look at the technologies used by LibertyFi

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Frequently Asked Questions Regarding LibertyFi

What is LibertyFi's official website?
LibertyFi's official website is www.libertyfi.com
What is LibertyFi's Revenue?
LibertyFi's revenue is <$5 Million
What is LibertyFi's SIC code?
LibertyFi's SIC: 62,628
What is LibertyFi's NAICS code?
LibertyFi's NAICS: 52,523
How many employees does LibertyFi have?
LibertyFi has 1-10 employees
What industry does LibertyFi belong to?
LibertyFi is in the industry of: Finance, Software Testing, Business Services
What is LibertyFi competition?
LibertyFi top competitors include: Crescent Grove Advisors, Darrow Wealth Management, Wealth Advisory Services, Fulcrum Wealth Advisors
What companies has LibertyFi acquired?
LibertyFi has acquired the companies: LibertyFi
What technology does LibertyFi use?
Some of the popular technologies that LibertyFi uses are: WordPress.org, Microsoft 365, GoDaddy DNS, Amazon Web Hosting
How do I contact LibertyFi?
LibertyFi contact info: Phone number: (205) 582-3400 Website: www.libertyfi.com
What does LibertyFi do?

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... visors. 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.Read More

What are LibertyFi social media links?
LibertyFi Linkedin page
Is LibertyFi a public company?
LibertyFi is private company therefore does not currently have an official ticker symbol
See more information about LibertyFi

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