Libretto is a powerful advice platform that helps financial advisors make every client feel like they’re worth $100 million. Libretto’s software unifies planning, total wealth portfolios, and risk management for RIAs and family offices, delivering a differentiated platform and methodology that helps clients succeed and firms excel. Originally built to manage ultra-affluent clients, Libretto’s liability-driven planning, asset allocation, and risk management tools offer an alternative to the risk tolerance and Monte Carlo ecosystem. Libretto scales “total wealth advice” for everyone, with the mission of making it easy for advisors to deliver sophisticated advice to their largest and smallest clients alike.
To learn more, visit https://libretto.io.
Libretto is an internet investment advisor registered with the Securities and Exchange Commission. Libretto works with registered investment advisors and other professional advisors and does not advise individual clients. Please see important disclosures here: https://www.libretto.io/disclosure.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 6060 Center Drive, 10th Floor, Los Angeles,ca 90045,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- libretto.io
- Keywords
- Financial Planning, Financial Planning Software, Total Wealth Portfolios, Risk Management, Advisor Software, Liability-Driven Planning, Asset Allocation, Total Wealth Advice Platform, Registered Investment Adviser, Fintech, Wealthtech, AdvisorTech, Lifecycle Planning, Personalized Planning, RIAs, Family Offices, Financial Advisors, Financial Services, Portfolio Construction, Priorities-Based Planning, Financial Solutions.
- HQ
- Los Angeles, CA
Libretto Questions
Libretto's website is libretto.io
Libretto's LinkedIn profile is https://www.linkedin.com/company/libretto-wealth-management
Libretto has
7 employees.
View email and phone details for 7
employees at Libretto.
Libretto's industry is
Financial Services
Libretto's top competitors are
Advyzon,
Tolerisk,
Monograph Wealth,
Currentclient,
Greenboard,
Move Health,
Altruist,
Kwanti,
Projectionlab,
Sorafinance.
Libretto's categories are Financial Services
Libretto's founding year is 2017
