LibertyFi, LLC is a boutique consulting firm specializing in providing comprehensive middle-office solutions for independent Registered Investment Advisors (RIAs). Its mission is to empower financial advisors to successfully launch, manage, and grow their own independent firms by offering a suite of services that includes a curated technology platform (integrating tools like Orion and Salesforce), operational support, and transition consulting. The company was founded to address the complexities advisors face when going independent, aiming to streamline their operations so they can focus on serving their clients.

Founded in

United States