Liberty House

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2301 1st Ave N
Birmingham, AL 35203
+1 (205) 323-4076
https://libertyfi.com

LibertyFi is a leading provider of outsourced middle office services for independent Registered Investment Advisors (RIAs), helping over 30 firms enhance their business operations through advanced technology solutions. With a focus on scalability and efficiency, LibertyFi supports RIAs in implementing and customizing Envestnet's financial wellness ecosystem and other wealth management platforms.

Managing approximately $157 billion in assets under administration, LibertyFi's core team brings extensive experience in transitioning firms from legacy systems to integrated wealth management solutions. Their partnership with Aptus Capital Advisors further empowers financial advisors by offering outsourced asset management and strategic support to foster client confidence and long-term investment success.

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United States›Alabama›Birmingham›Liberty House

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