Allison “Alli” Jordan

When Allison “Alli” Jordan co-founded LibertyFi in 2017, her goal was to attract $10 billion in assets under administration. Over the past six years, she has grown the company to provide middle-office services to 24 RIAs with over $12 billion in AUA.

Time for a new goal.

“We identified a need in the industry to help RIAs scale organically. Once we were clear on that goal, achieving and exceeding that threshold came quickly through partnership and hard work,” said Jordan.

Jordan’s firm does more than scoop up assets. Her blogs help growth-oriented RIAs scale their practices and she mentors through the Envestnet Institute On Campus’ Women in Wealth Management program.

“As a young woman that has been offered a voice in our space, I love giving back and opening up opportunities for young women in the financial services industry,” Jordan said. “The transfer of wealth is already happening so putting advisors in the position to serve more clients will lift all our boats together.”

—Gregg Greenberg