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. We were looking for infrastructure that could support what we believe wealth management should become.
“Amplify stood out because they understood our vision and had built the platform from the advisor’s point of view. They had lived the journey, understood the challenges firsthand, and approached the technology differently because of it. That gave us a foundation we can continue to build upon. As artificial intelligence becomes increasingly important to our business, its value will ultimately depend on the quality, accessibility and structure of the data beneath it.”
Amplify CMO Jack Martin said, “Brookwood represents exactly the kind of firm Amplify was built for.
“They’re growing quickly, but they’re also being very deliberate about the kind of institution they want to build around their advisors. That requires a connected data foundation that can turn information into intelligence, deploy AI safely on trusted data, and give advisors greater capability without getting in the way of the judgment and relationships that make them irreplaceable.”
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