LibertyFi
Financial Services
Their Business Needs with Technology
7 employees
- Employees
- 7
- Contacts
- 4
- Emails
- 4
- Phones
- 1
LibertyFi Overview
- Headquarters
- Their Business Needs with Technology
- Phone Number
- Available in AeroLeads
- Website
- libertyfi.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2017
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About LibertyFi
With deep experience helping over 40 independent, growth-oriented RIAs address their business needs with technology, LibertyFi is the industry leader in outsourced middle-office services. We provide outsourced technology expertise and help RIAs choose, implement, run, and customize Envestnet’s financial wellness ecosystem and other wealth management solutions. Through our partner, Aptus Capital Advisors, we also provide outsourced asset management. We believe that RIAs who embrace technology and outsourcing can scale their businesses, grow faster, and provide better, more personalized client experiences.
LibertyFi Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 1
- 25.0% coverage
LibertyFi Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Adair Moody Winkler | Head of Platform Operations | Birmingham, Alabama, United States |
Email
|
| Caroline Thompson Corso | Consultant at Libertyfi, Llc | Birmingham, Alabama, United States |
Email
Phone
|
| John Brooks | Head of Relationship Management | Birmingham, Alabama, United States |
Email
|
| Thomas Reid | Senior Consultant at Libertyfi, Llc | Greater Birmingham, Alabama Area, United States |
Email
|
Employees by Management Level
VP / Head
2 profiles
Senior / Lead
2 profiles
Individual contributor
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 6 | 6 | 1 |
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