Brookwood Investment Group launches AI data platform with Amplify

A Phoenix-based RIA tripling in AUM deploys a unified AI-native data layer to scale its advisor network without ceding independence.

By Disrupts Editorial Team Sun, 6 September 2026

A brightly lit modern office features a foreground desk with four monitors displaying blue and teal abstract network patterns and line graphs, with identical workstations arranged in receding rows.

Brookwood Investment Group, a Phoenix-based registered investment advisor (RIA), has partnered with Scottsdale-based Amplify Technology to deploy the Brookwood Intelligence Platform, a unified technology layer consolidating portfolio management, trading, account servicing and advisor workflows onto a single AI-native data foundation. The move underscores a broader structural shift in wealth management: as mid-market RIAs grow rapidly, they are racing to replace patchwork legacy systems with institutional-grade data infrastructure before fragmentation becomes a strategic liability.

Brookwood, founded by Kimberley and Robert Raimondo, has grown from $515 million to more than $1.5 billion in assets under management over the past two years, and now serves more than 75 advisors and 6,200 clients. That pace of growth exposed the limits of the firm's existing infrastructure, which required advisors and operations staff to navigate disconnected systems and manually reconcile data across multiple platforms. Amplify's data lake architecture is designed to eliminate that friction, unifying onboarding, trading, reporting, billing and governance on one connected layer.

The technology wager behind the growth model

The Brookwood Intelligence Platform sits at the centre of what the firm calls its Professional Advisor Partnership model: giving entrepreneurial advisors the autonomy to exercise their own judgement while wrapping them in institutional-grade infrastructure. It is a proposition that requires the underlying technology to be invisible in daily operation but comprehensive in its reach.

"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. "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."

That framing captures a maturing debate within the wealth management sector: AI-readiness is increasingly treated not as a feature to be added on top of existing systems, but as a function of data architecture chosen years in advance. Firms that invested early in clean, unified data environments are finding themselves better positioned to deploy AI tools safely across client portfolios, compliance workflows and advisor productivity suites.

A template for mid-market RIA consolidation

The Brookwood deal reflects a wider competitive dynamic reshaping the registered investment advisor space. Mid-market RIAs managing between $500 million and $5 billion in assets occupy an increasingly contested tier: large enough to attract institutional-grade clients, but historically under-resourced to build the technology stacks that competing bank wealth divisions and wirehouses take for granted. Platform providers like Amplify are positioning themselves as the connective tissue that lets growing independents punch above their weight without the capital expenditure of in-house builds.

From a capital allocation perspective, the implications extend beyond wealth management technology. Private equity and venture-backed roll-up strategies targeting the RIA sector are explicitly underwriting technology infrastructure as a value creation lever. A firm that has unified its data layer ahead of scale is a materially different acquisition target to one still running on fragmented point solutions. Brookwood's recent leadership hires, including a new President, COO, Chief Growth Officer and CFO, signal that the firm is actively building the institutional scaffolding to support either further organic growth or eventual consolidation activity.

For cross-sector investors watching the fintech infrastructure space, the pattern is familiar: the real moat in AI-native platform plays is not the AI layer itself, which commoditises quickly, but the proprietary, structured data beneath it. Brookwood's bet on Amplify is ultimately a bet that data architecture chosen now will determine competitive positioning across the next cycle of wealth management consolidation.