LibertyFi

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LibertyFi LLC is a consulting firm which provides platform-based technology and administrative systems to financial advisory firms, banks and trust companies. The company was founded in 2017 and is headed by CEO Trey Ruch. Its offices are located at 104 23rd Street South.

By the end of its first year, LibertyFi reported that clients using its services were managing more than $3 billion in assets.

References

  • Thornton, William (December 19, 2018) "LibertyFi reaches $3 billion in assets within first year." The Birmingham News