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Brookwood partners with Amplify for new WealthTech platform

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Brookwood partners with Amplify for new WealthTech platform

Brookwood Investment Group, a Phoenix-based registered investment advisor, has partnered with Amplify Technology, LLC, an AI-native WealthTech platform built on a data lake architecture, to launch the Brookwood Intelligence Platform™, a unified technology foundation for the firm.

The new platform brings together data, investment intelligence, portfolio management, trading, account servicing and advisor workflows under a single connected infrastructure.

Brookwood has grown its assets under management from $515m to more than $1.5bn over the past two years, and now supports more than 75 advisors and 6,200 clients. The firm operates a Professional Advisor Partnership model, which aims to give entrepreneurial advisors the freedom to use their own judgement while giving them access to the infrastructure, expertise and collective knowledge of a larger organisation.

Amplify is built on an AI-native data lake and was designed to unify data, generate actionable insights and automate workflows for wealth management businesses. Its platform combines a customisable core system with integration consultants and a dedicated support team, offering RIAs, broker-dealers, OSJs, TAMPs and multi-family offices a scalable, cloud-based, multi-custodial solution.

Capabilities include client onboarding, an institutional model marketplace, unified managed account (UMA) trading, client lifecycle tracking, surveillance, billing, analytics and reporting, alongside dashboards that give firm stakeholders visibility over daily operations.

Brookwood has also strengthened its leadership team with a number of new appointments, including President Claire Alexander, Chief Operating Officer Jasmine Yu, Chief Growth Officer Michael Jones, and Chief Financial Officer and Head of Institutional Operations Jeff Williams.

Brookwood Investment Group CEO Kimberley Raimondo said, “We weren’t looking for another technology solution.


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