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Jeff Coyle · Los Angeles Metropolitan Area.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Jeff Coyle founded Libretto after advising ultra-affluent families. His public discussions describe how that experience shaped his approach to financial advice and the limitations he sees in conventional risk-tolerance tools. Libretto applies that perspective to the technology and planning process used by advisers.
Experience
Founder & CEOCurrent
Libretto · Greater Los Angeles, California, United States
Dec 2016 – Present
Libretto is a powerful advice platform that helps financial advisors make every client feel like they’re worth $100 million. Libretto’s software unifies planning, total wealth portfolios, and risk management for RIAs and family offices, delivering a differentiated platform and methodology that helps clients succeed and firms excel. Originally built to manage ultra-affluent clients, Libretto’s liability-driven planning, asset allocation, and risk management tools offer an alternative to the risk tolerance and Monte Carlo ecosystem. Libretto scales “total wealth advice” for everyone, with the mission of making it easy for advisors to deliver sophisticated advice to their largest and smallest clients alike. Learn more at https://www.libretto.io/
Skills
Total Wealth PortfoliosAsset ManagementLiability-Driven PlanningTotal Wealth Advice PlatformUHNW InvestorsFamily OfficesPortfolio ManagementPortfolio ConstructionInvestment ManagementPriorities-Based PlanningFinancial SolutionsPersonalized PlanningLifecycle PlanningRegistered Investment AdviserAsset AllocationRisk ManagementFinancial Planning SoftwareFinancial AdvisoryFinancial PlanningFinancial AdvisorsAdvisor SoftwareFinancial ServicesAdvisorTechWealthTechFinTech