Libertyfi

At LibertyFi, we are a team of industry experts committed to helping independent, growth-oriented Registered Investment Advisors (RIAs) drive growth and scale their businesses. With over 30 years of combined experience in the financial services industry, our team has developed a unique understanding of the needs and challenges faced by RIAs. We are dedicated to providing outsourced middle office services, leveraging our expertise to help RIAs choose, implement, run, and customize Envestnet's financial wellness ecosystem and other wealth management solutions.

Our Services

We provide a wide range of services designed to help RIAs optimize their operations, freeing them to focus on what they do best - serving their clients. Our services include:

• Evaluation & Turnkey Access: We help RIAs evaluate their technology needs and provide turnkey access to the Envestnet platform, allowing them to focus on providing exceptional client service.
• Ongoing Support: Our team provides ongoing support and maintenance, ensuring that RIAs' technology infrastructure runs smoothly and efficiently.
• Onboarding & Outsourced Implementation: We help RIAs onboarding and implementing the Envestnet platform, streamlining the process and reducing the risk of errors or delays.
• Personalized Consulting Services: Our team of experts provides personalized consulting services, helping RIAs optimize their technology infrastructure and improve their operational efficiency.

Our Expertise

At LibertyFi, our team is comprised of experienced professionals with deep knowledge of the financial services industry. Our core team has spent their careers building and managing client relationships, as well as administering retail advisory programs. We understand the unique challenges faced by RIAs and are dedicated to providing the highest level of service and support.

Meet Our Team

Our leadership team consists of experienced professionals with a deep understanding of the financial services industry. Our team includes:

• Alli Jordan, Co-Founder & President: Alli is responsible for many aspects of the business, from sales to service escalations from other team members.
• John Brooks, Senior Consultant: John is responsible for consulting with clients and ensuring the Envestnet platform is configured to meet their needs.
• Davis Priester, Senior Consultant: Davis is responsible for ensuring that the Envestnet platform is configured to support our clients' needs.
• Thomas Reid, Senior Consultant: Thomas is responsible for managing the billing for LibertyFi's partner-firms executed through the Envestnet platform.

What We Help RIAs Achieve

By partnering with LibertyFi, RIAs can achieve a range of benefits, including:

• Improved scalability and efficiency
• Enhanced client service and satisfaction
• Increased competitiveness and growth
• Reduced administrative burdens and costs
• Better decision-making and insight through data-driven analysis

At LibertyFi, we believe that RIAs who embrace technology and outsourcing can scale their businesses, grow faster, and provide better, more personalized client experiences. We are committed to helping RIAs drive growth and achieve success in the ever-changing financial services landscape.