Amplify delivers a scalable, flexible digital wealth management ecosystem that enriches  all aspects of your firm, empowering your advisors to focus on winning the moments that matter.

Enterprise Software

Investment Management

Amplify

Larry Berger

Vickie Lewin

Jason Rowley

David Hatfield

Kimberly Hill

Steven Wruble

Mark D. Fischer

Churni Bhattacharya

This department focuses on maintaining and enhancing relationships with clients to ensure satisfaction and retention.

Client Relations

The Software Development and Support team at Amplify is responsible for designing, developing, and maintaining the digital wealth management platform. This team ensures the software operates smoothly through proactive troubleshooting and technical support, while also providing training and resources to enhance user experience for advisors. By collaborating on innovative features and optimizing platform performance, they empower advisors to effectively manage client relationships and drive business growth.

Software Development and Support

This department focuses on research, development, and management of investment strategies and business opportunities.

This department oversees and guides the strategic direction and operations of the organization.

Executive Leadership

This department focuses on driving and facilitating business development and growth initiatives.

Growth Operations

The Leadership Team at Amplify is responsible for setting the strategic vision and direction of the company, ensuring alignment between technology and business development initiatives. They foster a culture of innovation and collaboration, guiding the firm in delivering a digital wealth management ecosystem that enhances advisor-client relationships and drives growth.

Amplify

Org chart

Teams

Client Relations

Software Development and Support

Investment Management

Executive Leadership

Growth Operations

Leadership Team

Offices

Amplify

Org chart

Teams

Client Relations

Software Development and Support

Investment Management

Executive Leadership

Growth Operations

Leadership Team

Offices

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