Today, I’m thrilled to welcome Vickie Lewin, Chief Growth Officer at Amplify, a fast-growing wealthtech platform purpose-built to simplify operations and accelerate growth for wealth management firms. Amplify’s unified, all-in-one technology is helping RIAs and enterprises streamline their tech stacks, reduce inefficiencies, and scale smarter—all while focusing on what matters most: serving clients.

Since joining Amplify, Vickie has been instrumental in driving the firm’s strategic direction, overseeing a high-performing team of sales and marketing professionals, and bringing Amplify’s value proposition to life across the industry. She’s a dynamic leader whose impact can be seen in every corner of the organization—from product development to market expansion.

Before Amplify, Vickie served as Senior Vice President and Chief Success Officer at AssetMark, where she played a critical role in the company’s meteoric rise from a $1 billion TAMP to a $100+ billion industry giant. With more than 30 years of experience spanning financial services, fintech, and asset management, Vickie brings a unique blend of insight, innovation, and execution to everything she does.

But that’s just the beginning.

In today’s episode, we explore Vickie’s journey from her early days in the industry to her current role helping firms future-proof their businesses through smart, scalable technology. We talk about the forces shaping the future of wealthtech, what advisors can do to stay competitive, and how to navigate growth during times of rapid change and consolidation. Vickie also shares powerful reflections on leadership, mentorship, and what it really takes to succeed in today’s evolving financial landscape—especially as a woman in the C-suite.

Get ready for a thoughtful, empowering, and forward-looking conversation with one of fintech’s most respected voices—right here, In The Suite.

🎧 In this episode, you’ll hear:

The vision behind Amplify and how it’s redefining operations for wealth management firms
Key lessons from helping scale one of the largest TAMPs in the country
Vickie’s insights on the future of wealthtech—from AI to advisor enablement
Advice for breakaway advisors navigating independence and fee compression
Her perspective on RIA consolidation and how technology can be a powerful differentiator
Real talk on advancing women in finance and the importance of mentorship and leadership

🔗 Links & Resources

🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

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📧 Want to get in touch? Email me at tina@growintentionally.com

Ep 95 Navigating Growth and Innovation in Wealth Tech with Vickie Lewin, Chief Growth Officer at Amplify