Amplify Platform
Amplify Platform provides an AI-native, unified wealth management technology platform for enterprise and growth-stage RIA firms. Its connected data lake and ten integrated modules (trading, billing, compliance, onboarding, risk, reporting) serve 655 advisors managing $25.24B across 39,528 client households.
- Company typePrivate
- Founded2020
- HeadquartersScottsdale, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Amplify Platform does
Amplify Platform (legally Amplify Technology, LLC) is a Scottsdale, Arizona-based wealthtech company that provides an AI-native, unified technology platform for Registered Investment Advisor (RIA) firms managing $250M to $20B+ in assets. Founded in 2020 when it spun out from the RIA firm Ashton Thomas Private Wealth (where founder and CEO Aaron Brodt first built the platform to solve his own operational scaling challenges), Amplify connects once to a firm's custodians and keeps data synchronized across ten integrated modules: Enterprise Intelligence (firm-wide analytics), Advisor Dashboard, Clarity (360° client views), Trading & Rebalancing, Billing & Reporting, Risk & Compliance (Defender), Digital Onboarding, Product Marketplace (90+ third-party managers), Client Portal, and QuantumRisk (a proprietary fat-tail risk engine). The core technology is an AI-native data lake that serves as a single source of truth, eliminating the data conflicts and manual reconciliation that arise from fragmented RIA tech stacks.
The company's commercial model combines a subscription platform with marketplace economics: enterprise subscription fees (quote-based, not publicly disclosed) for the core platform, plus commission/revenue-share on third-party investment managers accessed via the Product Marketplace. Distribution is primarily through a direct enterprise sales motion led by a dedicated enterprise sales organization (headed since May 2026 by Adam Scully-Power as Managing Director of Enterprise Strategy), supplemented by industry events, content marketing, and a 20-minute Executive Diagnostic tool used for lead generation with C-suite prospects. As of March 31, 2026, Amplify reports supporting $25.24B in assets on platform across 655 advisors and 39,528 client households, with 100+ employees and customers including Ashton Thomas Private Wealth (~$11B AUM), USA Financial ($2.7B), Encompass More ($1B), Kingswood Wealth Advisors ($2B US AUM), and TritonPoint Partners. The company claims client outcomes including 29% operational cost reduction, 105% EBITDA increases over three years, and 3.7x higher AUM per client.
Amplify's go-to-market targets enterprise and growth-stage RIAs ($5B-$20B+ and $500M-$3B size tiers are flagged as primary), with secondary segments including hybrid RIAs, bank trust companies, and independent broker-dealers. The company has received consecutive industry award recognition from ThinkAdvisor (2024 Luminaries winner), WealthManagement.com (2022-2026 finalist/honoree including 2026 Wealthies finalist), WealthAdvisor (America's Best TAMPs 2026 with Best Value distinction), and InvestmentNews (2026 Excellence Awards shortlist), and was rated the highest TAMP service provider in the 2026 T3/Inside Information Software Survey with an 8.67 average user rating. The company appears bootstrapped with no disclosed outside institutional funding, is privately held, and has significantly expanded its leadership team since 2024 with senior hires from Charles Schwab Asset Management, AssetMark, Columbia Threadneedle, Brighthouse Financial, and First Republic Bank.
Amplify Platform firmographics
Firmographics- Name
- Amplify Platform
- Legal name
- Amplify Technology, LLC
- Website
- https://amplifyplatform.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Amplify Platform provides an AI-native, unified wealth management technology platform for enterprise and growth-stage RIA firms. Its connected data lake and ten integrated modules (trading, billing, compliance, onboarding, risk, reporting) serve 655 advisors managing $25.24B across 39,528 client households.
- Ownership category
- akta.pro rank
Amplify Platform industry classification
Industry- Product category
- Wealth Management Technology Platform
- NAICS
- Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industry
- Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL)
Keywords
Where Amplify Platform is headquartered
LocationHeadquarters
- HQ city
- Scottsdale
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Amplify Platform business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Platform Subscription: Amplify operates as a unified all-in-one wealth management platform with a subscription-based model. The platform is governed by separate Client Management Agreements detailing billing, fees and contract terms. Being API-first, the platform likely charges based on AUM tiers or firm size.
- Product Marketplace: Access to institutional and boutique managers through the Product Marketplace with over 90 managers available. Platform provides transparent sleeve-level visibility into models.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise platform pricing based on firm size and AUM |
Go-to-market motion3 records
Distribution channels2 records
Marketing channels7 records
Amplify Platform product offering
Product offeringCore offering
Amplify Platform is an AI-native, API-first wealth management technology platform for RIAs (Registered Investment Advisors), broker-dealers, and bank trust companies. It unifies fragmented data across multiple custodians into a single connected data lake, then powers workflow modules for enterprise intelligence, advisor dashboards, client portals, trading and rebalancing, billing and reporting, digital onboarding, risk and compliance, and a product marketplace. The platform is positioned as a unified alternative to stitched-together legacy tech stacks serving RIA firms from $250M to $20B+ in AUM.
Product overview
Amplify Platform is a unified, AI-native wealth management ecosystem comprising multiple integrated modules built on a connected data lake architecture. The core platform connects data once and keeps it synchronized across: Enterprise Intelligence (Enterprise iQ) for firm-wide analytics; Advisor Dashboard (Advisor HUB) for advisor-level operations; Clarity for 360° client views; Trading & Rebalancing for multi-custodian execution; Billing & Reporting for fee management; Risk & Compliance (Defender) for regulatory oversight; Digital Onboarding for client acquisition; Product Marketplace for third-party investment models; Client Portal for white-label client access; and QuantumRisk for proprietary risk assessment. The platform is specifically designed for RIAs from $250M to $20B AUM and eliminates operational drag through connected data infrastructure.
Differentiator
Problem solved
Functional benefit
Products and services
- Enterprise Intelligence (Enterprise iQ)
Quantifiable outcome
- 29% average operational cost reduction for firms using Amplify
- +7 more outcomes
Companies that use Amplify Platform
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles5 records
Amplify Platform technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability6 records
Feature10 records
Amplify Platform partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core.
- VanEckcoreVanEck's model portfolio suite is now on Amplify, giving RIAs access to multi-asset strategies across equities, fixed income, real assets, and digital assets.
- Wealthbox CRMcoreNew integration announced June 2026 enabling client data from Wealthbox CRM to flow directly into Amplify's multi-custodial platform for digital onboarding, account opening, investment management, trading, and performance reporting. Integration eliminates duplicate data entry by automatically populating onboarding fields once Wealthbox is connected via secure authorization.
- Charles SchwabcoreCustodian integration partner featured on website; Amplify integrates with Schwab's custodial platform for trading, rebalancing, and account management capabilities.
- BNY PershingcoreCustodian integration partner featured on website; Amplify integrates with BNY Pershing for multi-custodial trading and account services.
- FidelitycoreCustodian integration partner featured on website; Amplify integrates with Fidelity for custodial services and account management.
- Goldman SachscoreFeatured integration partner on website; Amplify integrates with Goldman Sachs custodial and investment management solutions.
- RedtailcoreCRM integration partner; Redtail CRM connects with Amplify for seamless client data synchronization.
- AddeparcoreWealth management data aggregation platform integration; Amplify connects with Addepar for enhanced portfolio analytics and reporting.
- AxoscoreCustodian integration partner; Amplify integrates with Axos for digital lending and custodial services.
Scale indicators14 records
Recent moves8 records
Expansion highlights5 records
Amplify Platform competitors and assessment
Company assessmentEmerging players
- RightCapital: Financial planning platform used by RIAs and broker-dealers; competes with Amplify's planning/goal-tracking capabilities within Clarity and Advisor HUB.
- Wealthbox: CRM for financial advisors with API-first design; an Amplify integration partner as of June 2026, but also a partial competitor in the front-office workflow layer.
- Riskalyze (Nitrogen): Risk-alignment and proposal-generation tool widely adopted by RIAs; overlaps with Amplify's QuantumRisk in risk assessment and client-facing risk visualization.
Direct peers
- Addepar: Wealth management data aggregation and analytics platform serving large RIAs, family offices, and private banks. A listed integration partner of Amplify, but also a competitor for enterprise RIA analytics and reporting.
- Orion Advisor Technology: TAMP and advisor tech platform offering portfolio management, rebalancing, billing, CRM, and reporting for RIAs. Directly competes with Amplify across enterprise and mid-market RIA segments.
- Black Diamond (SS&C): Performance reporting and practice management platform for RIAs and broker-dealers under SS&C. Overlaps with Amplify's Clarity, Enterprise iQ, billing, and reporting modules.
Broad incumbents
- Morningstar Advisor Workstation: Advisor-facing research, portfolio analysis, and proposal tools from Morningstar; competes with Amplify's research, reporting, and Enterprise iQ capabilities.
- Envestnet: Large-scale wealth management platform offering Tamarac reporting, risk, and practice management tools to RIAs and broker-dealers. A broad incumbent against which Amplify competes on unified-data positioning.
- AssetMark: Large incumbent TAMP serving thousands of advisors; Amplify's CGO Vickie Lewin and CPO Churni Bhattacharya came from AssetMark. Competes in the same TAMP category where Amplify was just named top-rated in 2026 T3 survey.
- InvestCloud: Enterprise digital wealth platform serving large RIAs, broker-dealers, and global wealth managers; competes with Amplify in enterprise and multi-custodian unification deals.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Amplify Platform social profiles
Digital presenceAmplify Platform financial estimates
Financial estimateRevenue estimate
Valuation estimate
Amplify Platform leadership team
Management profileNumber of profiles
Profiles16 records
Amplify Platform funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Amplify Platform M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Amplify Platform
What does Amplify Platform do?
Amplify Platform is an AI-native, API-first wealth management technology platform for RIAs (Registered Investment Advisors), broker-dealers, and bank trust companies. It unifies fragmented data across multiple custodians into a single connected data lake, then powers workflow modules for enterprise intelligence, advisor dashboards, client portals, trading and rebalancing, billing and reporting, digital onboarding, risk and compliance, and a product marketplace. The platform is positioned as a unified alternative to stitched-together legacy tech stacks serving RIA firms from $250M to $20B+ in AUM.
Is Amplify Platform a public or private company?
Amplify Platform is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Amplify Platform founded?
Amplify Platform was founded in 2020. It employs 11 to 50 people.
Where is Amplify Platform based?
Amplify Platform is headquartered in Scottsdale, United States, in the North America region.
How does Amplify Platform make money?
Two revenue lines are on record. Platform Subscription is the primary driver. The others are product Marketplace.
Who are Amplify Platform's main competitors?
Emerging players on record are RightCapital, Wealthbox and Riskalyze (Nitrogen). Direct peers are Addepar, Orion Advisor Technology and Black Diamond (SS&C). Broad incumbents are Morningstar Advisor Workstation, Envestnet, AssetMark and InvestCloud.
Does Amplify Platform have an API?
Yes. Amplify's platform is built with modern, flexible APIs and cloud-based architecture. The platform offers API-first architecture that provides customizable API capabilities, allowing firms to tailor the platform to their specific needs. The API enables integration with tools to create custom reports and supports real-time data access across custodians.
What industry is Amplify Platform in?
Amplify Platform's product category is Wealth Management Technology Platform. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAGAEAL, Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access). Its NAICS code is 5132 and its SIC code is 7372.