Brookwood Investment Group, a Phoenix-based registered investment advisor, has partnered with Amplify Technology, LLC, an AI-native WealthTech platform built on data lake architecture, to introduce the Brookwood Intelligence Platform™ as a unified technology foundation for the firm.
The platform connects data, investment intelligence, portfolio management, trading, account servicing and advisor workflows within a single integrated infrastructure.
Over the past two years, Brookwood has increased its assets under management from $515 million to more than $1.5 billion. The firm now supports over 75 advisors and 6,200 clients. Through its Professional Advisor Partnership model, Brookwood seeks to provide entrepreneurial advisors with the independence to exercise their own judgment while benefiting from the infrastructure, expertise and shared knowledge of a larger organization.
Amplify’s technology is built on an AI-native data lake designed to consolidate information, deliver actionable insights and automate workflows across wealth management organizations. The platform combines a customizable core system with integration consulting and dedicated support services.
It provides RIAs, broker-dealers, OSJs, TAMPs and multi-family offices with a scalable, cloud-based and multi-custodial technology solution.
Key capabilities include client onboarding, an institutional model marketplace, unified managed account (UMA) trading, client lifecycle management, surveillance, billing, analytics and reporting. The platform also provides dashboards that offer stakeholders greater visibility into daily business operations.
Brookwood has further expanded its leadership team through several key appointments. These include Claire Alexander as President, Jasmine Yu as Chief Operating Officer, Michael Jones as Chief Growth Officer, and Jeff Williams as Chief Financial Officer and Head of Institutional Operations.
