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Freedom Advisors Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

Freedom Advisors is a financial services firm based in Hartford, Connecticut, that provides an integrated portfolio management solution and outsourced operations support for advisory practices. Designed to streamline back-office tasks, it aims to help advisors deliver strong outcomes for their clients. It offers white-labeled capabilities so firms can present services under their own brand.

Advisors can access a broad suite of investment models, including 600 models from 100 money managers and the firm’s own EQIS and 3D models. Beyond investment selection, Freedom Advisors provides an operational support team to handle back-office tasks, reducing the need for in-house staffing. This arrangement supports advisory firms seeking brand-consistent investment management with outsourced operations within the financial services industry.

Find Freedom Advisors employees' phone numbers or email addresses

Freedom Advisors Global Highlights

Location
Employees

North America
40

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  • United States Of America
    40

Freedom Advisors's Leadership

  • Stylized image of a person
    J. D.
    Chief Executive Officer
  • Stylized image of a person
    V. S.
    Vice President Operations
  • Stylized image of a person
    J. N.
    Director, Human Resources
  • Stylized image of a person
    M. R.
    Project Manager
  • Stylized image of a person
    D. C.
    Business Developer
  • Stylized image of a person
    S. S.
    Operations Associate

Freedom Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Entrepreneurship
  • Finance
  • Consultant
  • Other
  • Community & Social Services

Contact profiles from Freedom Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. D.
    Chief Executive Officer
    Jun 27, 2025
  • Stylized image of a person
    V. S.
    Vice President Operations
    Oct 23, 2024
  • Stylized image of a person
    J. N.
    Director, Human Resources
    Jan 05, 2025
  • Stylized image of a person
    M. R.
    Project Manager
    Jun 25, 2025
  • Stylized image of a person
    D. C.
    Business Developer
    Apr 24, 2025
  • Stylized image of a person
    S. S.
    Operations Associate
    Oct 22, 2024

Frequently Asked Questions

What is Freedom Advisors known for?

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Freedom Advisors operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Freedom Advisors's company overview page for more information.

What is Freedom Advisors's most common email format?

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Freedom Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Freedom Advisors email formats with LeadIQ.

How many employees does Freedom Advisors have currently?

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Freedom Advisors has approximately 28 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Freedom Advisors's key employees and leadership?

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As of July 2026, Freedom Advisors's key employees include:

  • Chief Executive Officer: J. D.
  • Vice President Operations: V. S.
  • Director, Human Resources: J. N.
  • Project Manager: M. R.
  • Business Developer: D. C.

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