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June 4, 2026
In this RIA Perspective for Amplify Platform, Adam Scully-Power, Managing Director of Enterprise Strategy, examines why mid-market RIA firms with comparable AUM and growth profiles are receiving dramatically different acquisition multiples—and why that gap is widening. Drawing on data from DeVoe & Company, Advisor Growth Strategies, ECHELON Partners, and F2 Strategy, Scully-Power argues that PE-backed buyers are now explicitly pricing operational architecture, and that the infrastructure decisions RIA owners make in the next 12 to 24 months will determine their valuation outcome in a sale event that is closer than most assume.
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June 2, 2026
When Altruist’s AI tax-planning feature triggered a $100B public-market sell-off, the real signal wasn’t that AI is replacing advisors. It was that unintegrated tech stacks are now a priced-in liability. McKinsey analysis suggests the competition has moved to the operating layer. Firms on unified, AI-native infrastructure will compound. Everyone else will fight.
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November 6, 2025
Fat-tail events are no longer rare—they’re the new reality of modern markets. Legacy risk models built on “normal” assumptions underestimate these extremes, leaving both RIAs and clients exposed. Modern, fat-tail-aware risk intelligence tools empower advisors to anticipate volatility, elevate client conversations, and deliver consistent outcomes at scale. RIAs who embrace this shift today will set the standard for trust, transparency, and growth tomorrow.
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JUN 614:36
Jack Martin Joins Wealth Advisor America’s Best TAMPs Podcast – Part 2 of 2
WealthAdvisor ▶ PlayWhy are RIA firms with the same AUM selling at dramatically different multiples? Amplify CMO Jack Martin joins Scott Martin on the WealthAdvisor America’s Best TAMPs podcast to explain why infrastructure has quietly climbed to the top of every acquirer’s checklist. Wealth management is in the middle of a historic M&A wave—and the firms commanding premium valuations aren’t just the…
APR 2851 MINUTES
Advisor Tech is Solving the Wrong Problem: Churni Bhattacharya @ Amplify
AI for Advisors ▶ PlayWhy does wealthtech keep adding features without improving advisor workflows? Amplify CPO Churni Bhattacharya joins AI for Advisors to explain why the industry’s focus on tools has become irrelevant. Wealth management runs on trust, relationships, and experience. AI only delivers value when the underlying data architecture is unified and the platform is designed around outcomes, not features.
APR 1416:47
Jack Martin joins WealthAdvisor America’s Best TAMPS, Part 1 of 2
WealthAdvisor ▶ PlayWhat happens when an RIA builds on a unified data layer instead of stitching tools together? Amplify CMO Jack Martin tells WealthAdvisor’s Scott Martin how AI-native architecture transforms onboarding, trading, risk scoring, and reporting into a single connected experience. One firm went from stressful Mondays to no stress. The full interview explains why…
MAR 1233 MIN
Ep. 332: Modernizing the Tech Layer: How Amplify is Redefining Wealth Management at Scale
Wealth Tech Today (Craig Iskowitz) ▶ PlayWhat happens when you build a wealth management platform from a single unified data layer instead of bolting tools together? Amplify co-founder Aaron Brodt and CTO David Hatfield break down the architecture behind multi-custodial trading, frictionless onboarding, and an AI-native data lake built for what’s next. Listen for six insights RIA leaders should write down from this conversation.
JAN 2931:18
Adjusted for Risk: Beyond Traditional Risk Metrics: The Future of Investment Risk
Zephyr by informa ▶ PlayAmplify CTO David Hatfield and Chief Growth Officer Vickie Lewin joined Zephyr’s Ryan Nauman on the Adjusted for Risk podcast to discuss how financial advisors can rethink investment risk management. They explore why traditional risk metrics fall short, how tail risk reveals true downside exposure, and how Amplify’s Quantum Risk tool helps RIAs and clients align on portfolio risk.
APR 2045 MIN
Ep 95 Navigating Growth and Innovation in Wealth Tech with Vickie Lewin, Chief Growth Officer at Amplify
In The Suite ▶ PlayToday, I’m thrilled to welcome Vickie Lewin, Chief Growth Officer at Amplify, a fast-growing wealthtech platform purpose-built to simplify operations and accelerate growth for wealth management firms. Amplify’s unified, all-in-one technology is helping RIAs and enterprises streamline their tech stacks, reduce inefficiencies, and scale smarter—all while focusing on what matters most: serving clients.
APR 1036 MIN
Byte-sized progress: How technology reshapes financial advising with Vickie Lewin
The Fintape ▶ PlayVickie Lewin has seen it all—paper files, dial-up, and now AI. With 35 years in finance, she shares how advisors can upgrade tech without getting overwhelmed. Start small, stay consistent, and focus on tools that make life easier for you and your clients. Plus, why AI is like the internet all over again—and why women absolutely belong in this business.
APR 130 MIN
Amplify with Vickie Lewin | 369
The Fintape ▶ PlayIn this episode Jason Pereira interviews Vickie Lewin, Chief Growth Officer of Amplify, to discuss their wealth tech platform designed to enhance the advisor and client experience. Vickie explains how Amplify was born within the RIA Ashton Thomas and highlights its evolution into a standalone technology platform aimed at addressing common challenges faced by advisors. Amplify’s focus on reducing complexity,…
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