A Human-Centered Voice on AI, Technology, and the Future of Wealth
Amy DeTolla is a keynote speaker, moderator, and strategic advisor who helps audiences understand the forces reshaping wealth management. Drawing on more than three decades of experience building and leading wealth businesses, Amy brings a practical perspective on artificial intelligence, technology, platform evolution, leadership, growth, and the changing advisor-client relationship.
Amy works across established wealth firms, enterprise platforms, and emerging technology. She has built and scaled multi-billion-dollar organizations, designed enterprise platforms, evaluated new technologies, and guided leaders through significant industry transformation. She translates complex ideas into relevant insights that advisors and executives can apply within their businesses, teams, and client relationships.
Amy is especially passionate about the human side of transformation and the opportunity for women to lead in the next era of wealth management. Her speaking style combines candor, warmth, strategic insight, and real-world experience, creating conversations that help audiences build confidence, expand their thinking, and move forward with purpose.
Where We're Headed
The Wealthies: 2026 Wealth Management Industry Awards
About this event September 10, 2026 | New York, NY
Future Proof Festival 2026
About this event September 14 - 17, 2026 | Huntington Beach, CA
XYPN LIVE 2026
About this event September 29 - October 1, 2026 | San Diego, CA
Ares Women in Wealth: Rewriting the Playbook in Private Markets
About this event October 1, 2026 | West Hollywood, CA
Tiburon CEO Summit LI
About this event October 19 - 21, 2026 | Boston, MA
Where We've Been
SHOOK Top Women Advisor Summit 2026
Topic The Human Side of AI
About this event AI keeps accelerating, and the human need for connection keeps deepening. This session makes the case for why women advisors are exceptionally positioned to lead the future of wealth.
FutureProof Citywide 2026
Topic AI Enters the Chat: Redefining the Advisor-Client Relationship
About this event AI is reshaping how clients engage their advisor, how advisors deliver advice, and how firms scale their expertise. This conversation maps what changes, what holds, and where the real opportunity lives.
FutureProof Citywide 2026
Topic AI Operating Model: Who Owns What Inside the Firm
About this event Adopting AI inside a firm is a leadership question before it is a technology one. This session covers who owns what, how to put it into practice, and how to keep momentum as the tools keep evolving.
DFA Deals & Successions 2026
Topic The Transaction Journey: The Buyer
About this event What the deal looks like from the buyer's chair. Real-world lessons on diligence, valuation, and the decisions that shape a transaction.
Equita Financial Network 2025
Topic Thriving Through M&A: The Human Side of Change
About this event The deal mechanics get the attention. The human side decides whether the merger works. This session goes inside the change that determines which integrations thrive.
The Buyer’s Boardroom 2025
Topic Successful Integrations
About this event Mission, integration strategy, and the work of blending two cultures into one. A practical look at what makes a merger or acquisition hold together after close.
XYPN LIVE 2025
Topic AdviceTech Competition
About this event The best advice tech only matters once people know it exists. This XYPN LIVE competition puts a spotlight on the innovations helping planners deliver more efficient, profitable, and impactful advice.
FutureProof Festival 2025
Topic Scaling Up: How RIAs Can Profitably Offer Family Office Services
About this event Family office service used to mean high cost and low scale. This panel digs into how RIAs deliver high-touch advice across the wealth spectrum in a way that stays profitable.
FutureProof Leaders Retreat 2025
Topic The Real Cost of M&A: Integration Lessons You Can’t Google
About this event The integration lessons that never make it into a playbook. Practical, real-world guidance for running a human-centric merger or acquisition with your eyes open.
Integrated Partners 2025
Topic M&A’s Impact on You and Your Business
About this event Culture, technology, and strategy, integrated under deal-speed pressure. A grounded look at how M&A reshapes you and the business you built.
Advisor Engine Drive 2025
Topic Navigating Change: What No One Tells You Until You’re In It
About this event The parts of change no one warns you about until you are living them. A candid conversation on leading people through the messy middle of integration.
Wealth Management EDGE 2025
Topic WealthStack Demo Judge
About this event Fast-paced demos of the technology pushing wealth management forward, judged live on the EDGE stage.
Wealth Management EDGE 2025
Topic What’s the Next Move? Navigating Post-deal Success
About this event What happens after the deal closes decides whether it succeeds. A frank conversation on the realities of post-M&A integration across culture, technology, and strategy.
FutureProof Citywide 2025
Topic How Digital Platforms Are Transforming Private Markets
About this event Private investments carry operational demands that public markets simply do not. An honest look at the challenges and the platforms rising to meet them.
FutureProof Citywide 2025
Topic RegTech Revolution: Streamlining Compliance and Reducing Risk
About this event Compliance and efficiency usually pull in opposite directions. This panel shows how RegTech brings them together to tackle the biggest risks RIAs face.
T3 Technology Conference 2025
Topic Master of Ceremonies
About this event Often called the number one wealthtech conference. Amy guides the audience through a packed lineup of tech demos, sharp keynotes, and a buzzing expo hall.
The MarketCounsel Summit 2024
Topic Operations: How Burgeoning Enterprises Scale for Growth
About this event Scaling an enterprise starts with knowing where you want to end up. A thoughtful discussion on evolving and growing an RIA by beginning with the end in mind.
RIA Edge West 2024
Topic Building Future-proof RIAs: Scale, Stability, and Human Capital
About this event Scale, stability, and human capital, the three pillars of a future-proof RIA. A panel sharing real strategies for sustained, resilient growth.
FutureProof Festival 2024
Topic Cybersecurity: The Hidden Threat to Your Firm’s Survival
About this event A cybersecurity breach can threaten a firm's survival. This session covers the real implications, the best practices for safeguarding client data, and the strategies that protect both the business and client trust.
Where Amy
Adds Value
AI, Technology, and the Future of Advice
Practical insight into how AI and emerging technology are reshaping advisor workflows, client relationships, organizational decisions, and the wealth management experience.
Platform Strategy and Scalable Growth
Real-world lessons from building and evolving enterprise wealth platforms that align people, process, technology, and strategy.
Women, Leadership, and Human Connection
Thoughtful perspectives on confidence, trust, influence, innovation, and the strengths women bring to the future of wealth management.
Transformation and Strategic Change
Actionable guidance for helping leaders and teams move through growth, organizational change, and industry evolution with greater clarity and confidence.
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Where You've Seen Amy
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