LibertyFi

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 Insurance
Monetary 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 Contact
Adair Moody Winkler Head of Platform Operations
Email
Caroline Thompson Corso Consultant at Libertyfi, Llc
Email Phone
John Brooks Head of Relationship Management
Email
Thomas Reid Senior Consultant at Libertyfi, Llc
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 Email Phone
General 6 6 1

Compare Similar Companies to LibertyFi