LibertyFi Celebrates 6 Years and $13.5B Assets Under Administration (AUA)
Birmingham, Al (PRWEB) July 25, 2023 -- LibertyFi, a technology and operations consultancy that helps growth-oriented Registered Investment Advisors (RIAs) drive revenue and scale their businesses using technology, announced that the company now serves 29 clients and has $13.5 billion in assets under administration (AUA) on their enterprise platform. The company has averaged 42% year-over-year revenue growth and maintains a 98% client satisfaction rating — highlighting the effectiveness of its value proposition and superior client service.
According to DeVoe & Company, RIAs, on average, are seeing a 4% organic growth rate versus LibertyFi clients who saw an average 18% organic growth range in 2022. Utilizing LibertyFi’s outsourced model for operations, compliance, and investments allowed them to focus on expanding services for their clients, increasing their enterprising value, and grow organically almost 5 times the industry average.
“As we enter year six of helping RIAs grow their practices and deliver superior client experiences, we are thrilled to see such a strong year-over-year revenue growth rate among our firms,” said Alli Jordan, President & COO, LibertyFi. “We want our RIAs to maximize their potential, and we’re seeing that organic growth in real-time. Via our partnership, we are witnessing first-hand the true impact we have on our advisors, allowing them time to find new clients and do more for their existing clients.”
“We think RIAs should focus on what is truly important: servicing their existing clients, growing their service offering, and growing their practices. LibertyFi provides valuable support to help RIAs outsource the middle office and non-revenue activities their business requires, allowing RIAs to focus on their clients and growth," said John Phoenix, Partner at Wealth Advisor Growth Network. “As you can see, the numbers prove this approach is working.”
LibertyFi helps RIAs maximize their investment in transformative advisor technology by providing an experienced team of hands-on consultants and coaches. Through these interactive and sustained partnerships, the company is committed to helping each firm progress toward its strategic vision.
For more information, please visit http://www.libertyfi.com.
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About LibertyFi
LibertyFi has deep experience helping growth-oriented RIAs drive revenue and scale their businesses with the Envestnet unified advice platform of integrated solutions. Its personalized consulting services include evaluating clients’ business processes and their supporting technologies, implementing the Envestnet platform, streamlining operations, and providing middle-office support. To learn more about LibertyFi, please visit http://www.libertyfi.com.
Lisa Graham, LibertyFi, LLC, https://libertyfi.com/, 1 6107154824, [email protected]
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