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Brookwood Investment Group Partners with Amplify to Launch Brookwood Intelligence Platform™

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Brookwood Investment Group Partners with Amplify to Launch Brookwood Intelligence Platform™

Amplify Technology, LLC (“Amplify”), the AI-native RIA growth platform built on data lake architecture, announced that Brookwood Investment Group (“Brookwood”), a Phoenix-based registered investment advisor, has partnered with Amplify to create the Brookwood Intelligence Platform,™ a unified technology foundation that brings data, investment intelligence, portfolio management, trading, account servicing, and advisor workflows together across the firm.

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Founded by Kimberley and Robert Raimondo, Brookwood Investment Group has grown from $515 million to more than $1.5 billion in assets in the past two years, and now serves more than 75 advisors and 6,200 clients. The firm is advancing a Professional Advisor Partnership model designed to give entrepreneurial financial advisors the independence to exercise their own judgment while surrounding them with the expertise, infrastructure, technology, and collective intelligence of a larger institution.

Brookwood had long envisioned a more connected technology environment, but as the firm grew, the limitations of its fragmented infrastructure became increasingly apparent. Advisors and staff were working across disconnected systems and piecing together information from multiple places, taking time away from serving clients and higher-value work. Amplify offered the connected infrastructure Brookwood needed to bring its data and workflows together, and provided a foundation for continued innovation as the firm scales.

“We weren’t looking for another technology solution. We were looking for infrastructure that could support what we believe wealth management should become,” said Kimberley Raimondo, Co-Founder and CEO of Brookwood Investment Group.


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