With deep experience helping over 40 independent, growth-oriented RIAs address their business needs with technology, LibertyFi is the industry leader in Envestnet middle-office consulting services. We provide outsourced technology expertise that helps growth-oriented RIAs scale their businesses with the Envestnet platform of integrated wealth management solutions.
The availability of affordable wealth management technology has made it easier for advisors to offer wealth management services comparable to those of much larger broker-dealers. While the technology is more accessible, functional, and cost-effective than ever, most advisors need help to successfully adopt, deploy, and maintain a wealth management platform.
The availability of affordable wealth management technology has made it easier for advisors to offer wealth management services comparable to those of much larger broker-dealers. While the technology is more accessible, functional, and cost-effective than ever, most advisors need help to successfully adopt, deploy, and maintain a wealth management platform.
Services
The Libertyfi strategic partnership with WealthShield provides comprehensive or limited CIO support services to help our clients build institutional grade investment programs. WealthShield offers strategic support to firms interested in obtaining assistance in the areas of formulating capital market assumptions, asset allocation guidance, customized model management, and manager diligence.
WAGN is founded on the belief that something is missing from the independent advisor space: Growth. Prior to founding WAGN, Jay was a Senior Vice President and Head of American Century Investment's Personal Financial Solutions Business. Jay was responsible for the strategic and executional oversight of teams serving 600,000 individual and small retirement clients with $40B in assets under management.
We are excited to announce that Alli Jordan & Davis Preister were recently named to the list of Birmingham's Rising Stars of Money. Alli and Davis are both key members to the early success of LibertyFi. The BBJ 2018 Rising Stars of Money honors up-and-coming professionals in the fields of banking, finance, wealth management and other financial fields.
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