Amy DeTolla

Founder, Wealth Technology Transformation Leader at Aureus Advantage

Speaker

Amy is the Founder of Aureus Advantage, a wealth transformation company specializing in M&A, venture capital, and platform optimization. With decades of experience as a leader and connector in the industry, driving innovative transformations in both wealth management and technology. Amy's career includes leadership roles at renowned firms such as Robertson Stephens Investment Bank, Barclays, and Blackrock. Notably, her tenure at Focus Financial Partners saw her playing a crucial role in managing over 40 M&A transactions and enhancing the technological and operational infrastructure of partner firms. As one of the visionaries and Chief Experience Officer at Focus's global corporate RIA, Connectus Wealth Advisers, Amy successfully executed and integrated numerous M&A transactions, introduced cutting-edge technology solutions, and achieved remarkable growth in AUM to $13 billion in less than three years. Beyond her professional endeavors, Amy is known for her passion for making connections, exploring the outdoors, and creating win/win outcomes.