Amplify Technology, LLC – the AI‑driven platform that supplies registered investment advisors (RIAs) with a data‑lake‑based growth engine – announced a reshuffle of its senior leadership on Tuesday. The firm has elevated Jason Rowley to the role of President and promoted Kimberly Hill to Chief Revenue Officer, moves that signal a concerted push to tighten operational execution and accelerate client acquisition as the company eyes the next growth phase.
Rowley, who has been Amplify’s chief of staff and general counsel over the past year, will now steer day‑to‑day activities across the organization. His mandate includes sharpening internal alignment, overseeing client delivery, and ensuring the platform’s operational engine runs at scale. Hill, previously the chief financial officer, expands her remit to head revenue strategy, encompassing sales, new‑client onboarding, and broader market outreach. Both executives will report directly to co‑founder Aaron Brodt, who highlighted the strategic importance of the appointments in a statement released with the news.
“Amplify has built a platform designed for this moment of growth,” Rowley said. “Our focus is on making sure we continue to execute at a high level and deliver for the firms that rely on us every day.”
Hill’s promotion reflects a broader industry trend where financial‑technology firms are consolidating product development, sales, and client‑success functions under unified revenue leadership. In her new capacity, Hill will shape go‑to‑market tactics, drive advisor acquisition, and deepen relationships with existing users of the platform.
“The firms we work with are running sophisticated, growth‑oriented businesses,” Hill explained. “They are looking for partners who understand what it takes to operate and grow at scale. That’s where Amplify is squarely focused.”
A Platform Built for the RIA Evolution
Amplify’s positioning as an “AI‑native” solution is rooted in its data‑lake architecture, which aggregates client, portfolio, and market data to power predictive analytics and automation. The firm’s technology stack is designed to reduce manual processes for RIAs, enabling advisors to focus on high‑touch client interactions while the platform handles compliance, reporting, and operational workflows.
The leadership changes come on the heels of a series of senior‑level hires that have broadened the company’s executive bench. In recent months, Amplify welcomed Mark Fischer—formerly COO/CFO at Schwab Asset Management—as its inaugural Chief Operations Officer, and Jack Martin, a veteran marketer in the wealth‑tech space, as Chief Marketing Officer. These additions, together with Rowley and Hill’s promotions, suggest a deliberate strategy to reinforce both the backend operational rigor and the frontend growth engine.
Scaling Numbers: From Startup to Multi‑Billion‑Dollar Platform
Since its inception, Amplify has expanded its client base and platform capabilities at a rapid clip. The firm now supports nearly $24 billion in assets under management, serving more than 39,000 households through a network of 649 advisors. Its internal headcount has more than doubled since 2024, surpassing the 100‑employee mark and incorporating a range of engineering, product, and client‑service talent.
“The growth we’ve seen is a direct response to the market’s demand for more sophisticated, technology‑enabled advisory services,” said Aaron Brodt, co‑founder of Amplify. “Jason and Kim understand our clients, our business and the opportunity in front of us. Their leadership positions us to accelerate our mission to continually raise the bar on innovation and meet the modern needs of our clients.”
Why the Executive Shuffle Matters to the Advisory Community
The RIA landscape is undergoing a transformation driven by increasing regulatory scrutiny, client expectations for digital experiences, and a competitive push among technology providers. Firms that can deliver a seamless, data‑rich platform while maintaining compliance are gaining a distinct advantage. Amplify’s decision to place operational and revenue leadership under seasoned executives signals an intent to solidify its market position and deliver consistent value to advisors.
Rowley’s background in legal and operational roles equips him to navigate the complex regulatory environment that RIAs face, while his experience as chief of staff gives him a panoramic view of cross‑functional coordination. Hill’s financial stewardship, combined with her new revenue‑focused responsibilities, positions her to translate product strengths into tangible growth metrics. Together, they are expected to streamline internal processes, reduce friction for advisor onboarding, and sharpen the firm’s sales narrative.
Competitive Context: Where Amplify Stands
Within the wealth‑tech ecosystem, platforms such as Envestnet, Orion Advisor Services, and Black Diamond have long vied for advisor loyalty. Amplify differentiates itself by leveraging AI to automate data aggregation and analytics, a capability that can accelerate portfolio construction and performance reporting. The recent leadership upgrades may enable the firm to translate these technical differentiators into more aggressive market penetration, especially as advisors seek solutions that can scale with their practice without proportionally increasing overhead.
Industry observers note that the trend toward AI‑infused advisory platforms is still nascent, with many firms experimenting with machine‑learning models for client segmentation, risk profiling, and compliance monitoring. Amplify’s data‑lake foundation offers a flexible substrate for such innovations, and the new executive focus on revenue and operations could accelerate the rollout of next‑generation features.
Looking Ahead: What Advisors Can Expect
For advisors already using Amplify, the leadership changes are unlikely to disrupt day‑to‑day workflows. Instead, they may herald a period of enhanced service reliability and faster rollout of new functionalities. The company’s public invitation for wealth‑management firms to schedule demos underscores a proactive stance on market outreach, suggesting that the CRO’s team will be actively courting new advisors while reinforcing relationships with existing users.
The platform’s ability to support a broad spectrum of advisory services—from portfolio management to compliance reporting—means that any improvements in operational efficiency or sales enablement could have a ripple effect across the advisor community. As the firm continues to expand its workforce, particularly in engineering and technology roles, advisors can anticipate a more robust product roadmap and potentially tighter integration with third‑party data providers.
Final Thoughts
Amplify’s appointment of Jason Rowley as President and Kimberly Hill as Chief Revenue Officer reflects a strategic effort to align operational excellence with revenue growth in a rapidly evolving advisory technology market. By reinforcing its leadership team with executives who possess both legal‑operational expertise and financial‑strategic acumen, the company appears poised to capitalize on the increasing demand for AI‑driven, data‑centric platforms.
Advisors interested in exploring Amplify’s capabilities are encouraged to visit the firm’s website for a live demonstration and further details on how the platform can support practice growth.
Get in touch with our Adtech experts
