Amy DeTolla

I’m the Founder of Aureus Advantage, a transformation partner for wealth firms navigating M&A, platform evolution, strategic growth, and technology enablement and adoption. We bring real-world operating experience and actionable strategy to firms building what’s next. My ExperienceI’ve spent more than 30 years in wealth management, building, leading and scaling multi-billion-dollar firms, designing and implementing enterprise platforms, and executing over 60 M&A transactions. My experience spans the industry, from product strategy at BlackRock to platform transformation and integration leadership at Focus Financial Partners. As Chief Experience Officer at Connectus Wealth, Focus Financial Partners’ global corporate wealth platform, I designed and integrated the global wealth platform and helped drive growth to $13 billion in AUM in under three years. What I Do TodayThrough Aureus Advantage, I advise wealth firms and family offices on strategic growth, M&A and integration, platform scalability, and technology enablement and adoption. I also serve as a Venture Partner at Thicket Ventures, where I source, evaluate and accelerate the next generation of wealthtech startups alongside institutional investors. I’m a frequent keynote speaker and panelist on M&A, growth, platform evolution, technology adoption, AI, and innovation across wealth management. Who I Work WithLarge institutions, independent wealth firms, acquirers and private equity: If you’re building for the next evolution of wealth management, Aureus helps turn that vision into action across growth, M&A, platform evolution, technology adoption, and the people and processes that bring it all together. Wealthtech founders: I help bridge the gap between innovation and industry adoption, combining venture insight with operator experience. Event hosts and organizers: I speak on the forces changing wealth management and what they mean for firms, advisors and the people they serve. If you’re building the next chapter of your firm or reimagining what’s possible in wealth, I’d love to connect. Let’s build what’s next, together.