One product. Seven plays. All pointing at the same number.
WealthAmp is the growth layer of the advisor stack. It reads from every system of record the firm runs, and does the one job those systems do not do: it turns existing relationships into new assets. Five plays win new relationships. Two grow the book you already hold. Advisors run all seven; business development runs the first five, against prospects instead of clients. And the plays are not equal: client referrals come first, by a wide margin. The rest arrives as depth.
WealthAmp is AI for wealth management organic growth: one product, seven plays, all pointing at a single number, the firm's organic growth rate. It reads from the systems of record a firm already runs and does the one job those systems do not do: it turns existing relationships into new assets.
The same five plays, against a different counterparty.
Most firms above thirty advisors run a business-development function. They hold no book, and they open relationships an advisor later keeps. They are usually the heaviest daily user in the firm, which means their adoption arrives before advisor adoption — and predicts it.
Becomes finding the opening in a prospect conversation, and scoring the prospect list instead of the book.
Works identically. The BDR has a voice and a register, and the draft respects both.
Unchanged: rehearsal against a simulated prospect, feedback after the real call, the firm’s best plays shared.
Often the BDR job outright. Many firms give the accountant and attorney relationships to business development, not to the advisor.
Their whole day.
The product improves at you, specifically, the longer you use it.
Tools have disappointed these firms before — one arrives in month one and stops in month four. The honest answer to why this one continues is not a feature. It is that month twelve is materially better than month one, and only a product that models the person can say that.
- 01
It arrives before you ask.
The Monday list and the meeting brief are useful on day one. They need no setup.
- 02
You use one of them.
You make an ask, in your own words. The system records the outcome.
- 03
It learns your voice.
Each real conversation sharpens the model of how you talk and what you avoid.
- 04
The next brief sounds more like you.
You edit less and use more. The drafts start to read like your own notes.
- 05
Your results move, and you can see it.
The quarterly check-in shows your line against your own plan.
- 06
Changing tools now costs you something personal.
Not a data export. You would lose the accumulated knowledge of how you work.
The working surfaces. Included, never the pitch.
The plays need conversations, profiles, documents and drafts, so WealthAmp ships all of them. They are components of the growth layer rather than products we sell — and they are never a reason to remove a capture tool that already works for you.
AI for wealth management, answered.
What is WealthAmp?
WealthAmp is the growth layer for wealth management firms: AI that finds the referral in every client conversation, writes the ask in the advisor's own voice, builds the centers of influence around the book, moves held-away assets, corrects fees that never kept up, and gives the Chief Growth Officer one view of the whole engine.
How is the growth layer different from AI notetakers like Jump or Zocks?
The efficiency layer gives the advisor time back and is bought by the COO. The growth layer turns relationships into new assets and is bought by the Chief Growth Officer. WealthAmp builds the growth layer only: it integrates with the efficiency tools, reads their output, and never sells against them.
Which systems does WealthAmp integrate with?
The systems of record a firm already runs: CRM (Practifi, Redtail, Salesforce FSC, Wealthbox), meeting capture, portfolio and billing (Orion, Addepar), planning tools, and Microsoft 365. WealthAmp reads from all of them and is the system of record for none of them.
Is client data used to train models?
No. Client data is never used to train models, every AI output traces to its source conversation or document, retention meets books-and-records obligations, and the platform is SOC 2 Type II audited with bank-grade encryption.
One meeting. One number.
Your organic growth rate, and your plan to move it. We will show you the seven plays running against a book like yours.
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