Amplify Technology, LLC (“Amplify”), the AI-native RIA growth platform built on data lake architecture, today announced that Brookwood Investment Group (“Brookwood”), a Phoenix-based registered investment advisor, has partnered with Amplify to create the Brookwood Intelligence Platform,™ a unified technology foundation that brings data, investment intelligence, portfolio management, trading, account servicing, and advisor workflows together across the firm.

Founded by Kimberley and Robert Raimondo, Brookwood Investment Group has grown from $515 million to more than $1.5 billion in assets in the past two years, and now serves more than 75 advisors and 6,200 clients. The firm is advancing a Professional Advisor Partnership model designed to give entrepreneurial financial advisors the independence to exercise their own judgment while surrounding them with the expertise, infrastructure, technology, and collective intelligence of a larger institution.

Brookwood had long envisioned a more connected technology environment, but as the firm grew, the limitations of its fragmented infrastructure became increasingly apparent. Advisors and staff were working across disconnected systems and piecing together information from multiple places, taking time away from serving clients and higher-value work. Amplify offered the connected infrastructure Brookwood needed to bring its data and workflows together, and provided a foundation for continued innovation as the firm scales.

“We weren’t looking for another technology solution. We were looking for infrastructure that could support what we believe wealth management should become,” said Kimberley Raimondo, Co-Founder and CEO of Brookwood Investment Group. “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.”

Brookwood also invested in leaders responsible for the infrastructure behind some of the industry’s fastest-growing RIAs. President Claire Alexander, Chief Operating Officer Jasmine Yu, Chief Growth Officer Michael Jones, and CFO and Head of Institutional Operations Jeff Williams recently joined the firm. Together with Brookwood’s existing leadership team, they are building the infrastructure and capabilities needed to support a rapidly growing national advisor community while preserving the professional judgment and independence that distinguish the Brookwood model.

“Brookwood represents exactly the kind of firm Amplify was built for,” said Jack Martin, CMO of Amplify. “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.”

Wealth management firms interested in learning more about Amplify’s modern technology platform can visit amplifyplatform.com.

About Amplify

Amplify is an enterprise growth platform built on an AI-native data lake. It was engineered to unify data, deliver actionable insights, and automate workflows. The platform combines a customizable chassis with experienced integration consultants and a hands-on support team to provide an integrated, scalable solution for RIAs, broker-dealers/OSJs, TAMPs, and multi-family offices. Amplify is a holistic platform that provides seamless digital capabilities for client onboarding, an institutional model marketplace, true UMA trading, client lifecycle tracking, and integrated surveillance, billing, analytics, and reporting. Intuitive dashboarding for all firm stakeholders is driven through visibility funnels that provide clarity across daily business functions. Amplify’s cloud-based, multi-custodial framework makes it ideal for growth-minded wealth management enterprises. Amplify Technology, LLC delivers technology solutions to support wealth management firms and does not provide investment advisory services. Amplify is headquartered in Scottsdale, Arizona. To learn more, visit amplifyplatform.com.

About Brookwood Investment Group

Brookwood Investment Group is a registered investment advisor firm built on the belief that financial advice should be timely, transparent, and tailored. We serve individuals, families, and professionals with thoughtful financial planning, disciplined investment strategies, and a client-first approach rooted in trust. Our ultimate objective is to understand your needs, values, and long-term vision—so we can help you create a smarter, simpler financial path forward.

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