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. Amy’s career also includes high-impact roles at leading firms such as BlackRock and Barclays where she developed expertise in institutional asset management and transformational leadership.

She was an early entrepreneur launching her first wealth transformation consulting business in her 20’s, Back Office Solutions and has been transforming firms since. 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.

Beyond her leadership in wealth management, Amy is a venture partner at Thicket Ventures, specializing in wealth technology and she also served on Addepar's client advisory board.

Her mission is to teach wealth firms how to grow—organically and inorganically—by equipping them with the strategies, tools, and insights she gained throughout her career. She believes in passing on knowledge and experience to empower leaders to take ownership of their transformation journey, build sustainable businesses, and create lasting value.

Beyond work, Amy is passionate about fostering meaningful connections, exploring the outdoors, and creating win/win opportunities. Together, we can transform wealth.