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.