Amplify

Amplify

Financial-Services

Company Tagline

An all-in-one wealth management platform.

Industry Category
Financial-Services
Company Description

Amplify is a leading provider of comprehensive financial services, dedicated to transforming wealth management through innovative technology and client-focused solutions. Amplify delivers a scalable and flexible digital wealth management ecosystem designed to enrich every facet of a firm's operations. By empowering advisors with cutting-edge tools and resources, Amplify ensures they can concentrate on what truly matters: achieving client success.

With its all-in-one wealth management platform, Amplify offers a suite of specialties including client reporting, wealth management software, RIA software, and practice management. Amplify’s technology seamlessly integrates trading, custodian connectivity, and financial advisor support, creating a streamlined and efficient experience. Amplify is committed to driving growth and enhancing the capabilities of financial professionals.

Amplify continues to set new standards in the financial services industry with its dedication to innovation and excellence. We invite the manager of Amplify to create a customized and exclusive company showcase and product listing on our platform to further highlight their unique value proposition.

Key Personnel / Employees
Mark Gallivan CFP® EA Kimberly Hill CPA PMP Vickie (Edwards) Lewin David Hatfield

Compare Companies Side by Side

Compare Amplify with 3 companies in Financial-Services

4 Companies
Comparison Field
Amplify
Amplify
Main Company
Alpha Vee Solutions
Alpha Vee Solutions
View Profile
The Griff Investment Fund
The Griff Investment...
View Profile
Collation.AI
Collation.AI
View Profile
Founded Year
2011 2013 2023
Company Size
11-50 11-50 2-10
City
Stamford, Connecticut
Country
United States
Skills & Keywords Comparing with main company
14 Total Skills
Wealth Management Financial Services RIA Software FinTech Investment Management Client Reporting Practice Management Wealth Management Software LLC (“Amplify”) is not an investment adviser. Its services are for informational purposes only & do not constitute investment advice or recommendation. Please consult a registered investment adviser before using the Amplify platform & its services. TAMP Amplify Technology Trading Custodian Connectivity Financial Advisor Support
15 Total 1 Common 14 Unique
Match 7%
Common Skills:
Financial Services
Unique Skills:
Custom Index Custom Indices Direct Index direct indexing Endowment Equity Portfolio Research +8
8 Total 8 Unique
Unique Skills:
Charting Education Fundmental Analysis Portfolio Management Stock Pitches Student Led +2
17 Total 1 Common 16 Unique
Match 7%
Common Skills:
Wealth Management
Unique Skills:
Accountants AI Artificial Intelligence Backoffice Data Aggregation External Asset Manager +10
4
Total Companies
2011
Oldest Founded
1
Countries
52
Unique Skills

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Alternative Company Names

This company is also known as

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