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July 29, 2026
Multi-custodian RIA operations grow more complex even as firms add integrations, APIs, and automation. Those tools improve downstream workflows but the real problem sits upstream, in how data is defined and governed. When core entities like accounts, households, permissions, and advisor workflows are defined differently across systems, operations teams become the human middleware that reconciles the gaps. The durable fix starts with architecture: one governed definition for every core entity, enforced at the transactional layer, so custody and every other workflow run from a single source of truth.
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June 19, 2026
Top RIA firms don’t grow faster because they have better advisors. They grow faster because they’ve built systems that give those advisors their time back. Amplify CMO Jack Martin argues the real organic growth strategy isn’t a marketing tactic. It’s a data architecture decision: when every system resolves to one client record, reconciliation disappears and recovered hours flow directly into the relationships that earn the next referral. Jack also shares three questions he’s never seen a founder answer quickly and explains why the pause before the answer says more than the answer itself.
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June 17, 2026
Two RIA firms. Same AUM, same growth, comparable advisor count. One is worth nearly double the other. In this RIA Perspective, Adam Scully-Power, Managing Director of Enterprise Strategy at Amplify, argues the gap rarely comes down to the quality of the book of business—it comes down to whether the firm builds worth as it scales or builds drag. That difference is real, measurable, and already priced in, long before either firm ever goes to market. And it’s built, or not built, in a hundred small decisions that felt like nothing more than buying another tool.
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AUG 1014:36
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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