What is our organic growth rate, and where does it come from?
The rate against plan, split by referrals, centers of influence, next-generation work and held-away consolidation.
See it in action
The whole story, in 80 seconds.
A client aside becomes a warm introduction: the moment caught, the ask drafted in the advisor's own voice, the follow-up already written. This is what AmpUp does, end to end.
1 min 20 sec · Plays with sound
See it on your own workflow →
The math
What one more referral is worth.
One more introduction, per advisor, per year+1
Average referred relationship~$2M
Across 250 advisors$500M new AUM
New advisory revenue, per advisor, each year$60–120K
No acquisition. No paid leads. One converted referral pays for AmpUp many times over, and keeps paying, every year the relationship lasts.
The referrals are already in your book
Your clients comfortable referring you
85%
Likely to refer in the next 12 months
51%
Have actually referred
29%
56
points between comfort and action. They did not know who needed an advisor. They did not know what to say. Nobody asked them. AmpUp closes exactly that gap.
What AmpUp does
Three things. That's the product.
01
Spot the moment
It listens across every client conversation and scores the whole book, daily. Your advisors see five names a week worth asking, each with the reason why, and when to wait.
How it finds the moment → 02Give them the words
The ask arrives drafted in each advisor's own voice, rehearsable against a simulated version of that exact client before the real conversation happens.
How the words get written → 03Show you it landed
Every ask traces to the introduction and the assets it produced. You see the whole engine (who asks, what converts, where the growth comes from) in one view.
Inside the Growth Office →Why it gets used
The same ask. The same moment. One of them he will never say.
Below is the ask that best-practice coaching produces. Below that is the same advisor, making the same ask, in his own words.
“You're one of my favorite clients. I offer four second-opinion reviews a year, and I'd like to give one of them to a friend of yours.”
“I get a lot of meaning from this work. Nothing makes me feel more fulfilled than doing something great for the people I look after and helping them get where they're going. I'd love the chance to do that for a friend or a colleague of yours.”
Both versions ask for an introduction. The first sounds like a program. The second sounds like him, so he would use it with every client, and he would never say the first. The difference is not skill, and it is not a better script. It is whether the system knows what this advisor will actually say.
“Organic growth's great unlock is advisor referrals. But the key is different for every advisor and every firm. Traditional coaching fails because it assumes a single key for different locks. We built something that doesn't.”
Empathy first.
The relationship comes before the referral. AmpUp never turns a client conversation into a pitch. It helps the advisor show up caring more, not selling more.
The why before the ask.
An introduction gets raised because the client is winning and someone they care about could too. The ask always carries its reason.
A draft, never a script.
Advisors do not read lines to clients, and they are right not to. Each talk track arrives with its reasoning beside it, so the words become their own.
For the growth officer
Your advisors get a companion. You get an instrument.
You answer for the growth number, and today you can barely see inside it. The Growth Office answers the questions that decide it.
Who asks, and who does not?
Advisors with happy clients and zero asks in ninety days. The gap is usually initiation, not skill: a coaching problem, not a hiring one.
Which language wins?
The framings that convert above the firm average, promoted to every seat in each advisor's own register.
Where is the wallet share?
The outside assets your clients have already named in conversation, and which of them can move this year.
No new tool to adopt
We live where you live.
No new tab. No new login. No new habit to build. AmpUp arrives inside the email, calendar, CRM, and meetings your advisors already live in.
WhenWhat arrivesWhere
Monday morningThe week ahead, and the five households to ask, with reasonsemail · Teams · Slack
Before each meetingThe brief: the one thing to land, the room, the client's words, the plancalendar · Teams · Copilot · mobile
In the meetingLive cues: the opening, the held-away asset, the spouse who has not spokenmeeting window
Minutes afterThe debrief, the drafted follow-up, the CRM updates queuedemail · CRM
Each weekA center-of-influence prompt, and one useful item from the industryemail
Each quarterYour position against your growth plan, and what would close the gapa conversation, not a report
The quarterly check-in is the quiet one that matters: an advisor's position against their own growth plan, delivered like a friend would, not a manager. It is the strongest reason advisors keep using this.
Your stack stays
Plugs into everything you already run.
AmpUp reads from every system of record and writes the outcomes back. Already running a note-taker like Jump or Zocks? Keep it. We read its output and make it worth more.
CRM
Practifi
Redtail
Salesforce
Wealthbox
Practifi
Redtail
Salesforce
Wealthbox
Meeting capture
Jump
Zocks
Zoom AI
Jump
Zocks
Zoom AI
Portfolio & billing
Orion
Addepar
Black Diamond
Advent
Tamarac
Orion
Addepar
Black Diamond
Advent
Tamarac
Planning
eMoney
RightCapital
eMoney
RightCapital
Productivity
Microsoft 365
Google Workspace
Microsoft 365
Google Workspace
Prospecting
FFinny
Aidentified
Catchlight
Aidentified
Catchlight
AI assistants
Copilot
Claude
ChatGPT
Copilot
Claude
ChatGPT
We are the system of record for nothing: your records stay in your CRM, your assets in your portfolio system. Through MCP, your firm's memory is available inside Copilot, Claude, and ChatGPT, under your permissions. How the integrations work →
Built for fiduciaries
We open with your CCO.
Compliance engagement comes before commercial terms, never after, with a standing diligence pack: the SOC 2 Type II report and the continuous audit behind it, data residency, sub-processors, model providers, and an outside-counsel review of the product and every coaching script.
01
SOC 2 Type II, with bank-grade encryption in transit and at rest.
02
Every AI output traces to the conversation, document or note that produced it.
03
Client data is never used to train models. Your firm's data serves your firm alone.
04
Retention meets books-and-records obligations, with a complete audit trail, and raw recordings can stay in your own systems.
The full answers, from SEC books-and-records to the Marketing Rule, live on one page written for your compliance team. Security and compliance, in plain terms →
FAQ
Frequently asked questions
AmpUp for Wealth Management is AI software that raises a wealth management firm's organic growth rate. It reads across client conversations to find the referral moments advisors are missing, drafts the ask in each advisor's own voice, and traces every introduction through to the assets it produced.
AmpUp is built for RIAs and wealth advisory firms that grow through referrals and other organic channels. The person accountable for the firm's growth rate buys it for firm-level visibility. Advisors and business development teams use it day to day.
It scores the whole client book and surfaces a short weekly list of who is worth talking to, each with the reason, and when to wait instead. The ask arrives drafted in that advisor's own voice, not the same words handed to every advisor, and the advisor can rehearse it before the real conversation. The advisor always decides whether to act.
A CRM holds the record, and a note taker gives the advisor time back after a meeting. AmpUp does a different job: it reads the conversations those tools already capture and turns them into introductions and new assets. Most firms run AmpUp alongside both, and it integrates with them.
Only if you want it to. If your firm already runs a meeting capture tool such as Jump, Zocks, or Zoom AI, AmpUp connects to it and works from the conversations it holds. If your firm has no recording tool, AmpUp can capture meetings itself, with client consent and retention that meets books-and-records obligations.
The Marketing Rule applies to registered investment advisers, not to their software, so your firm's obligations sit exactly where they did before. AmpUp never suggests compensating or incentivizing clients for referrals, which is what triggers the rule's testimonial and endorsement requirements. Every output traces to the conversation that produced it, and retention meets books-and-records obligations, so the product supports the compliance program your firm already runs.
No. Client data is never used to train models, and your firm's data serves your firm alone. AmpUp is SOC 2 Type II certified, with encryption in transit and at rest.
AmpUp connects to the systems your firm already runs: CRMs including Salesforce, Wealthbox, Redtail, and Practifi; meeting capture tools including Jump, Zocks, and Zoom AI; and portfolio and planning platforms including Orion, Addepar, Black Diamond, eMoney, and RightCapital. Records stay in those systems. AmpUp reads from them and writes outcomes back rather than becoming another system of record.
Implementation is mostly connecting systems your firm already runs, not standing up new ones. Advisors get no new login and no change to how they work, so rollouts are measured in weeks, not quarters.
AmpUp is a per-advisor annual subscription, with enterprise agreements for larger firms. Pricing scales with the number of advisors using it, and the compliance review comes before commercial terms. Contact us for a quote for your firm.