Amplify, a provider of unified wealth management technology, has announced a new partnership with Kingswood Wealth Advisors, a network of independent firms overseeing more than $2 billion in assets under management in the US.
The collaboration will allow Kingswood to integrate Amplify’s platform to enhance its digital onboarding, reporting, and trading capabilities.
Kingswood plans to leverage Amplify's technology to support its growth initiatives, particularly through a unified managed account architecture that spans multiple asset classes.
The platform also offers a comprehensive view of firmwide operations and integrates with third-party services, allowing wealth managers to simplify their tech infrastructure and reduce reliance on multiple systems.
“We’re energized to partner with Kingswood to be a catalyst for their growth initiatives for years to come,” Vickie Lewin, chief growth officer of Amplify said in a statement. “We pride ourselves in delivering cutting-edge functionality that goes beyond the traditional TAMP model. Our modern, proprietary platform is built from the ground up with seamless integration in mind.”
Amplify’s offering is designed to serve the wealth management sector, including RIAs, broker-dealers, and TAMPs. Its features aim to help firms like Kingswood scale more efficiently by streamlining processes and enhancing operational oversight.
Kingswood Wealth Advisors, which serves over 10,000 clients globally, was seeking a technology platform that could support its organic and acquisition-driven growth strategies.
According to Kingswood’s chief operating officer, Val Peters, the decision to partner with Amplify aligns with the firm's goal of standing out in the industry by adopting a “sophisticated, all-in-one platform that resonates with next-generation advisors.”
“Amplify’s technology allows us to streamline key processes and focus on providing meaningful value to both advisors and clients alike,” Peters said.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
