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Join us at the 2026 Annual Garrett Planning Network Retreat!
Visit us at:
- Stay Ahead of Compliance, Tech Adoption, and Rising Client Demands
See how advisory firms are using outsourcing to navigate regulatory complexity, adopt new technology, and deliver the transparent, client-first experience today’s investors expect. - See How Advisory Firms Like Yours Are Scaling with Outsourcing
Explore how firms across the US are closing resource gaps and growing capacity without growing headcount or compromising on the advice quality their clients trust. - Explore How AI and Automation Are Reshaping Back-Office Operations
Get a practical look at how automation is making outsourced finance and operations faster, more accurate, and more cost-effective for firms like yours.
Global Clients
3000
+
Employees Worldwide
1500
+
Years of Experience
20
+
Delivery Centers
9
About Us
Two decades in, Befree stands as a trusted partner for 3,000+ firms across the UK, Australia, and the US. We combine deep domain expertise with automation-driven delivery to help firms do more with the teams they already have.
See what that looks like in practice. Abhinav Padhy and Priya Pillai walk through how Befree’s outsourced paraplanning services help financial planners scale their firms — without scaling their overhead.
Our Services
Paraplanning Services
Accounting Services
Bookkeeping Services
Tax Services
Payroll Services
Virtual Practice Admin
Mortgage Services
Audit Support Services
Meet Our Face at the Annual Retreat
Padhy will be there at the event to connect with you, answer your questions, and explore how we can help your business grow.
Abhinav Padhy
Director of Strategy & Business Development
Come find us at the Garrett Planning Network Retreat and let's talk about what's possible for your firm.
- July 30 - August 1, 2026
- Minneapolis, MN