Amplify Achieves Record Growth, Doubles Headcount and Surpasses $18 Billion in AUM

Rapidly growing wealthtech platform marks breakout year, bolstered by leadership hires and new client additions

Amplify Achieves Record Growth, Doubles Headcount and Surpasses $18 Billion in AUM

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Amplify Platform (“Amplify”), a unified all-in-one wealth management platform for financial services, announced today it achieved record growth, doubling its total employee headcount and adding new wealth management clients over the past year. The momentum pushed Amplify’s total assets under management (AUM) past $18 billion. As the company looks to 2025, Amplify remains focused on expanding its team, enhancing its platform and delivering exceptional value to its growing client base.

Amplify’s growth in 2024 was fueled by the addition of several industry veterans to its team. The roster of leaders represent decades of collective expertise, each poised to accelerate the company’s trajectory:

Vickie Lewin, Chief Growth Officer: Lewin leverages two decades of experience in sales, marketing and enablement to drive growth and adoption of the platform’s wealth management solutions. Previously, she spent more than 20 years at AssetMark, where she helped scale the firm’s AUM from $1 billion to more than $100 billion while navigating major milestones, including a 2019 IPO and multiple acquisitions. Vickie also founded programs supporting women in financial services, promoting collaboration and leadership. At Amplify, she’s committed to helping RIAs and enterprises grow through intelligent technology.
Jason Rowley, Chief of Staff, General Counsel: Rowley has more than 15 years of leadership experience, most recently as the former president and chief executive officer of the NBA’s Phoenix Suns where he led transformative initiatives, including the successful negotiation of a $300 million arena renovation project. At Amplify, Jason will focus on driving strategic initiatives that support enterprise-wide growth and foster operational excellence.
Kimberly Hill, CPA, PMP, Chief Financial Officer: Hill has more than 20 years of experience within startups, mid-sized firms and Fortune 100 companies. With an extensive background in financial management, she excels at optimizing multi-site, multi-country operations to drive growth and profitability.
Christine Beckwith, Senior Director, Head of Operations and Client Service: Beckwith brings nearly two decades of experience in relationship management, operations, and project leadership, including 17 years at Pershing. She has a proven track record of collaborating with broker-dealers, registered investment advisors (RIAs) and asset managers to streamline processes, unlock efficiency and strengthen operations.
Churni Bhattacharya, Chief Product Officer: Bhattacharya is a seasoned digital transformation leader with extensive experience in technology strategy, implementation and innovation. Her career spans more than two decades in financial services, collaborating with C-level executives to deliver next-generation SaaS platforms and transformative technology roadmaps. Most recently, Bhattacharya served as chief application officer at AssetMark, where she oversaw strategic initiatives, including custodial system replacement, tax and billing system implementations and digital transformation efforts.

“2024 was a breakout year for Amplify and I’m thrilled to be part of its impressive growth trajectory,” said Vickie Lewin, Chief Growth Officer. “We started the year with fewer than 20 employees and ended with nearly 40 talented professionals, all committed to making firms future-ready by optimizing processes to drive value. We’re proud to say we now empower 566 advisors across the nation and counting, bringing our company wide assets well over the $18 billion threshold.”

Amplify goes beyond the traditional turnkey asset management platform (TAMP) and RIA operating system models, offering an all-in-one platform that powers essential functions for the entire wealth management enterprise. The platform is designed from the ground up to dramatically reduce the need for reliance on multiple apps by seamlessly integrating with third-party services.

“I’m excited to step into my new role and help empower tech-forward advisors with our innovative platform,” said Christine Beckwith, Senior Director, Head of Operations and Client Service. “We onboarded a number of key clients last year and have a full pipeline of prospects we’re deeply committed to servicing this year. Amplify’s cloud-based, multi-custodial architecture makes it easy to streamline workflows, allowing firms to scale effectively and ultimately support better client outcomes,” added Aaron Brodt, Founder and CEO of Amplify.

Wealth management firms interested in scheduling a demo or learning more about Amplify’s modern technology platform can visit amplifyplatform.com.

About Amplify

The Amplify platform is a unified wealth management ecosystem focused on maximizing efficiency, improving client outcomes, and driving growth for the enterprise and advisor. Amplify automates and integrates the daily functions of a wealth management practice onto a single pane of glass. The platform combines a customizable chassis with experienced integration consultants and a hands-on support team to provide an integrated, scalable solution for RIAs, broker-dealers/OSJs, TAMPs, and multi-family offices. Amplify provides seamless digital capability around client onboarding, an institutional model marketplace, true UMA trading, and client lifecycle tracking, as well as integrated surveillance, billing, analytics, and reporting. Intuitive dashboarding for all firm stakeholders is driven through visibility funnels that provide clarity across daily business functions. Amplify’s cloud-based, multi-custodial framework makes it the ideal all-in-one platform for growth-minded wealth management enterprises. Amplify is headquartered in Scottsdale, Arizona. To learn more, visit amplifyplatform.com .