Amy DeTolla

Founder and CEO at Aureus Advantage

Speaker

Amy is the Founder of Aureus Advantage, a wealth transformation consortium dedicated to empowering wealth firms to thrive through M&A, integration and platform transformation.
With decades of experience in wealth management and wealth technology, Amy has built and led multiple, multi-billion-dollar wealth firms, designed enterprise wealth platforms, and has deep experience every facet of the wealth advisory business.
At Focus Financial Partners, she managed and integrated over 50 M&A transactions, co-authored the M&A playbook, and optimized partner firms through people, process and platform.
As Chief Experience Officer at Connectus Wealth Advisers (Focus Financial Partners corporate mega-merger wealth firm), she spearheaded the firm’s global launch, integrated M&A acquisitions and lift outs, and designed the state-of-the-art wealth and client engagement platform that contributed to an impressive AUM growth to $13 billion in less than three years.Amy is a venture partner at Thicket Ventures, specializing in wealth technology.