Amplify Expands Multi-Custodial Integration with Wealthbox CRM
Amplify Technology, LLC ("Amplify"), the AI-native RIA operating platform built on data lake architecture, today announced a new integration with Wealthbox CRM, one of the most widely used CRM platforms in the independent advisory industry. The integration allows Wealthbox client data to flow directly into Amplify’s digital onboarding workflow and continue through multi-custodial account opening, investment management, trading, and performance reporting, eliminating duplicate data entry across the client lifecycle.
Amplify Appoints Industry Veteran Adam Scully-Power as Managing Director, Enterprise Strategy
Amplify Technology, LLC (“Amplify”), the AI-native RIA growth platform built on data lake architecture, today announced the appointment of Adam Scully-Power as Managing Director, Enterprise Strategy. Scully-Power joins Amplify to lead the firm’s enterprise sales organization, bringing a rare combination of investment management knowledge, wealth technology expertise, and enterprise strategy experience to one of the industry’s fastest-growing platforms.
Amplify Expands Leadership Roster with New President and Chief Revenue Officer
Amplify Technology, LLC (“Amplify”), the AI-native RIA growth platform built on data lake architecture, today announced the appointment of Jason Rowley to President and Kimberly Hill to Chief Revenue Officer, strengthening the firm’s leadership team as it continues to rapidly scale and position for the next phase of growth.
