Name

Amplify Advisory Solutions

Legal name

Amplify Advisory Solutions, LLC

Website

https://ampadv.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

WealthTech Consulting Services

NAICS

Management Consulting Services (54161), Computer Systems Design and Related Services (54151), Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

ERP, CRM & Enterprise Applications Consulting (BPAHAEAI)

akta.pro secondary industries

Integration, API & Middleware Consulting (BPAHAEAJ), Corporate Strategy Advisory (BPAHADAA)

Keywords

• Wealthtech consulting services
• Data aggregation solutions
• Alternative investment administration
• Consolidated reporting services
• Family office data management

Headquarters

HQ city

Charleston

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Data Solutions Services: Professional services for data aggregation, monitoring, and operations management. Clients delegate data operations workflows to Amplify's dedicated team.
2. WealthTech Implementation & Consulting: Strategic consulting and implementation orchestration for SaaS platform deployments, including configuration, optimization, and ongoing support.
3. Alternative Asset Administration: Integrated data management solution for alternative investments including aggregation, ingestion, normalization, reporting, and liquidity forecasting.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Amplify Advisory Solutions is a professional services consulting firm that operates as a strategic operating partner for institutional investment offices, providing data aggregation, performance audit, alternative investment administration, CRM configuration, consolidated reporting, technology deployment, and strategic consulting. Services are delivered through a combination of white-labeled enterprise SaaS platforms and proprietary tools operated by a globally distributed team of ex-Addepar and Rockefeller Capital Management practitioners.

Product overview

Amplify Advisory Solutions is a professional services consulting firm providing a platform of data management and technology solutions to institutional investment offices. The offering is structured as a platform-plus-modules architecture comprising six core service areas: Data Solutions (data aggregation, monitoring, performance audit, reconciliation, information security, and investment data modeling), Alternative Investment Administration (aggregation, ingestion, normalization, reporting, and liquidity forecasting), CRM Solutions (system integration and support for wealth managers), Consolidated Reporting (customizable, scalable reporting), Deployments (implementation orchestration), and Strategic Consulting (advisory and execution support). Development services include API Integrations and Data Feeds for custom builds and data exchange. Client-specific solutions are delivered through Family Office Platform, RIA Solutions, and Endowments & Foundations Services, all leveraging a combination of white-labeled enterprise SaaS tools and proprietary technology operated by investment and solutions experts.

Differentiator

Problem solved

Functional benefit

Products and services

• Data Solutions Suite of data operations workflows, systems, and tools designed to help clients structure, aggregate, monitor, and transform their investment data. Includes data aggregation and monitoring, performance audit and reconciliation, information security, and investment data modeling and visualization, targeted at family offices, RIAs, endowments, and foundations.
• Alternative Investment Administration

Quantifiable outcome

• Cost control through predictable cost structure instead of variable headcount costs for data remediation
• +1 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Six partnerships are on record, tiered core and supporting.

• WealthTech SaaS Software ProviderscoreTechnology or IntegrationAmplify partners with software providers in the WealthTech space specializing in Performance & Reporting, Alternatives, General Ledger, Data Aggregation, and CRM Platforms. The company provides implementation, deployment, and operational support services for clients using these software solutions.
• Data Aggregation PlatformscoreTechnology or IntegrationAmplify serves as subject matter experts and power users for data aggregation technology platforms. They provide automated data aggregation from banks and custodians, data verification, anomaly detection, and consolidated reporting services leveraging cloud-based performance calculation engines.
• CRM Platform ProviderssupportingTechnology or IntegrationAmplify specializes in integrating CRM systems purpose-built for financial advisory clients. The team has extensive experience configuring CRM solutions and providing ongoing support as a dedicated on-call team of experts.
• Digital Marketing Solutions PartnerssupportingGTM or Marketing PartnerAmplify collaborates with digital marketing service providers to support go-to-market efforts for their partnership ecosystem.
• Accounting & Tax Solutions PartnerssupportingImplementation/ SI/ Consulting PartnerAmplify works with accounting and tax solution providers to deliver comprehensive services to their wealth management clients.
• Cloud Hosting ProviderssupportingTechnology or IntegrationAmplify leverages cloud hosting infrastructure for their data platform and performance calculation engine capabilities.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Addepar: Wealth management technology platform whose solutions Amplify deploys and operates on behalf of clients. Highly comparable because Addepar is the dominant platform in Amplify's core market and many of Amplify's leaders (Loughran, Valentin Dhima, Hektor Dhima) come directly from Addepar's services organization.
• Envestnet: Large wealth management platform offering portfolio analytics, reporting, CRM, and data aggregation for advisors and institutions, alongside professional services. Overlaps with Amplify's CRM, consolidated reporting, and data aggregation offerings at a much larger scale.
• SS&C Advent (Black Diamond): Portfolio accounting and reporting platforms (Advent, Black Diamond) widely used by RIAs, family offices, and institutions, backed by SS&C's professional services arm. Comparable as a platform-and-services competitor in Amplify's deployment and consolidated reporting service lines.
• Orion Advisor Solutions: Enterprise wealthtech platform serving RIAs and asset managers with portfolio accounting, performance reporting, and CRM tools, plus associated professional services. Comparable because it offers both the platforms Amplify implements and competing in-house implementation/managed services.
• Practifi: CRM platform purpose-built for financial advisors, with implementation and configuration services. Comparable because Amplify's CRM Solutions service line configures similar platforms; Practifi represents both a partner candidate and a competing services-plus-software offering.
• Junxure / AdvisorEngine CRM: CRM solution for RIAs, originally Junxure, now part of AdvisorEngine, with implementation and support services. Comparable as a wealth management CRM provider and services bundle that competes with Amplify's CRM Solutions offering for the same RIA buyers.
• InvestCloud: Enterprise digital wealth management platform serving global financial institutions with portfolio management, reporting, and data aggregation capabilities, plus implementation services. Comparable at scale to Amplify's enterprise platform deployment and consolidated reporting offerings for institutional clients.

Direct peers

• RIA in a Box: Compliance, operations, and technology consulting firm serving RIAs and wealth managers. Most directly comparable peer because it sells outsourced operational and technology support to the same RIA customer segment Amplify targets, addressing similar pain points around internal capacity gaps.
• FundCount: Accounting and reporting software for investment managers, family offices, and funds, particularly strong in alternative investment administration. Closely comparable to Amplify's Alternative Investment Administration service line for family offices and funds with complex holdings.

Emerging players

• Advyzon: Cloud-based wealth management platform combining CRM, portfolio reporting, and performance tools with implementation and onboarding services aimed at RIAs. Comparable as a smaller, integrated platform-plus-services player targeting a similar customer profile to Amplify's RIA segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/ampadv

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Amplify Advisory Solutions