Congratulations to Kelsey Shumway, Director of Growth Enablement & Operations, our September Employee of the Month! Kelsey is constantly looking for ways to elevate how we show up, with one thing always in focus: making clients and prospects feel welcome.

Subscribe for biweekly insights on RIA growth and tech, brought to you by Jack Martin and the Amplify team: shorturl.at/MLdCe

I’ve seen RIA growth from both sides: running a firm and from the technology side. That perspective shapes my new newsletter, Build Different: Field Notes on RIA Growth & Tech. First up: What caps the organic growth ceiling and how firms can raise it. Subscribe via comment l1nk

You’re a $2B RIA. What has to happen operationally at $4B? How many people do you add? How much more can today’s team support? What breaks first? Those aren’t technology questions. They’re CEO and COO growth questions. #RIA

Can your operating model support your next $1B? If AUM growth requires the same increase in people, systems, and complexity, scale gets expensive. More AUM shouldn’t require the same increase in overhead. #RIA

Join the conversation at FutureProof. Visit Booth 245 in Zone 1 and check your firm's numbers with the all-new Amplify Operating Efficiency Index. We'll see you there. #SurfCityUSA #HuntingtonBeach #FutureProofFestival #FutureProof #FutureProof2026

Our platform has always had a fresh modern design, and now so does our website. Featuring informative blogs and so much more - visit our link in bio to explore how you can leverage your data with Amplify. #wealthtech #amplifyplatform

What an incredible parTEE we had celebrating our clients, partners & colleagues at The Waste Management Phoenix Open! Thank you to everyone who made this fun event what it was - you make celebrating our partnerships so easy. ⛳

Exciting Growth at Amplify! 2024 was a huge year, and we’re just getting started. A warm welcome to our newest employees, bringing their experience to help us support advisors and scale wealth management. Read the full announcement here:amplifyplatform.com/amplify-… Learn more about our all-in-one platform: amplifyplatform.com #WealthTech #Growth #FinancialServices

Gain a 360-degree client view, streamline portfolio management, and seamlessly align financial goals. Strengthen client relationships with customizable tools and secure sharing. Ready to transform your approach? Connect with us to get started at amplifyplatform.com/ #WealthTech #Growth #FinancialServices

A huge thank you to our incredible sponsors—Kensington Asset Management, Main Management, and Innovator ETFs—for making our upcoming event at the Waste Management Phoenix Open possible! 🌟⛳ Your partnership and support will make this special gathering a reality, and we’re so grateful to have you with us. Here’s to a successful and unforgettable event! 🙌💚 #WMPO #Gratitude #ThankYouSponsors

Hello Nashville! We are here and ready for the Tennessee RIA Summit! Excited to connect with industry leaders, share insights, and explore how we can help you hit the right notes in growing your business. If you’re attending, let’s meet up – we’d love to talk about how we can partner for your success! #TennesseeRIASummit #NashvilleEvents #FinancialAdvisors

Cheers to 2024, Hello 2025! As we wrap up an incredible year, we’re filled with gratitude for everything we’ve accomplished together. It’s been a year of growth, collaboration, and success. And this is just the beginning! 2025 is brimming with potential, and we’re more excited than ever for what’s ahead. Together, we’ll continue to push boundaries, achieve great things, and make an impact. Here’s to a year of opportunity, partnership, and progress. Happy New Year from all of us at Amplify! #Hello2025 #ThankYou2024 #NewYearNewGoals

Happy Holidays from our team to yours! As we wrap up another amazing year, the Amplify team is sending warm wishes your way. May your season be filled with joy, peace, and time spent with the ones who matter most. Please note our holiday hours: 12/24 – 9AM-1PM ET 12/25 – Closed Just as the markets take a pause, so do we—but rest assured, we’ll be here to support you whenever they’re open. Cheers to a wonderful holiday season. 􎆚􎆛􎆜

We are thrilled to announce that Amplify has been selected as the recipient of the 2024 ThinkAdvisor Luminaries Award for Unified (All-in-One) Systems! This award recognizes firms that have gone above and beyond by introducing interesting, dynamic and new client programs, products, services or other recent successes. The Amplify team is committed to delivering a modern, integrated tech stack that empowers advisors to achieve better outcomes for their clients at scale. amplifyplatform.com/amplify-…

Viva Las Vegas! Will we see you all dressed up at the Luminaries Awards tonight? We’re thrilled to be a finalist for the “Unified (All-in-One) Systems Firm Award – Innovation” category and hope to bring some hardware back to Phoenix. 🏆􈡟􈡠 􈡡 #LuminariesAwards #WealthTech

We're thrilled to be attending the ThinkAdvisor Luminaries Awards! It’s an honor to join this incredible event, celebrating excellence and innovation in the finance industry. We're proud to be among the finalists and are looking forward to an inspiring evening that recognizes impactful leaders and organizations. event.thinkadvisor.com/lumin… #LuminariesAwards #Innovation #FinTech