Built for RIAs
Done Trading Growth for Operational Drag
Every new custodian, office, or acquisition increases firm complexity. Tech stitching breaks, exceptions multiply, and talented people compensate for infrastructure gaps instead of serving clients.
Amplify eliminates this operational drag with connected data infrastructure built for firms from $250M to $20B. Whether you’re breaking through $1B, managing multi-office operations, or preparing for your next tuck-in, connected data removes the friction that forces you to hire before you’re ready.
Our Clients
Built for the Operational Realities of Scaling RIAs
Connected data architecture that adapts to your firm’s growth stage and complexity
Enterprise RIAs ($5B-$20B+)
Eliminate blind spots across offices and custodians. Standardize workflows, reduce exception aging, and gain executive visibility that scales with tuck-ins.
Growth-Stage RIAs ($500M-$3B)
Break capacity constraints with automation that eliminates NIGO loops and approval bottlenecks—delivering uniform processes and exam-ready artifacts without adding headcount.
Hybrid RIAs
Unify data across custodians and product types to cut reconciliation work and maintain operational consistency across diverse offerings.
Bank Trust Companies
Modernize legacy infrastructure with connected data that streamlines asset management, trust administration, and recordkeeping—reducing manual work without sacrificing client customization.
Independent Broker-Dealers
Eliminate bottlenecks in compliance, trading, and oversight—giving advisors the infrastructure to compete without the overhead of larger firms.
Client Experience
without Operational Complexity
Connected data gives advisors complete household visibility and real-time performance reporting. Clients get secure portal access with QuantumRiskTM insights that build confidence during market volatility.
One Team. Connected Infrastructure.
Built by an executive who scaled an RIA to $11B, Amplify eliminates vendor sprawl by giving you one team that understands your wealth management operations. No more coordinating between multiple vendors when systems break or integrations fail.
A connected data infrastructure means new systems integrate without re-stitching your entire stack. Custodian changes, office additions, and tuck-ins happen without operational disruption.