Company Information

Get to know libertyfi, llc

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.

Industry

Technology Broker SetupPRIMARY
Financial Other Service

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libertyfi, llc

United States

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.