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Libretto Logo
Libretto CB Rank
217344
Heat Score
75
Libretto is a wealth management advice platform for robust financial solutions.
Private Los Angeles, California, United States1-10 libretto.io
Finance
Financial Services
Software
Overview

Libretto
Heat Score
75

Growth Score
pts
in past quarter
Heat Score 75
-1 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Libretto

CB Rank
217344
Libretto is a wealth management advice platform for robust financial solutions.
Private Los Angeles, California, United States1-10 libretto.io
Finance
Financial Services
Software

Key People

  • Photo of Jeffery Coyle
    Jeffery Coyle: Founder
    Past Role: Monograph, Founder and Chief Investment Officer

Details

Legal Name Libretto LLC
Operating Status Active
Company Type For Profit
Founders  Jeffery Coyle
Phone Number 1 (310) 496-7316
Contact Email info@libretto.io
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management Advice Platform
A platform providing financial advisory services to registered investment advisors and professional advisors for creating and managing client investment strategies.
AI-automated client onboarding and Mert AI assistant
AI-powered onboarding and advisory tools that build and refine client strategies from uploaded data for financial advisors.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 12

Employee Profiles

News

News and Press

News•May 26, 2026
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News•Mar 3, 2026
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News•Mar 3, 2026
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News•Apr 9, 2024
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

1
-99.73%
 in past month

IT Spend

$158.1KThis year, Libretto is projected to spend $158.1K on IT, according to Aberdeen.

Active Website Tech Count

39Libretto is actively using 39 technologies for its website, according to BuiltWith. These include SSL by Default, HSTS, and  Euro.
Sub-Organizations
Frequently Asked Questions

Where is Libretto's headquarters? Libretto is located in Los Angeles, California, United States.Who are Libretto's competitors? Alternatives and possible competitors to Libretto may include Asset-Map, TIFIN, and  RightCapital.
Who We Are
What We Do
Helpful Links
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