Alli Jordan

Alli is Co-Founder and COO of LibertyFi, LibertyFi helps RIAs drive revenue and scale their practices by enabling advisors to focus on what they do best: serving clients. With its deep technical experience, the company’s personalized consulting services include evaluating client business processes, implementing technology, streamlining operations, and providing middle-office support. LibertyFi today supports 20 firms, over 100 financial advisors and $9.5B in assets under administration since its inception in 2017.

She started her career in financial services close to ten years ago at Sterne Agee and Leach, Inc. Alli started as an investment analyst and grew into a business consultant for the wealth management division.