Aureus Advantage

HQ Address

624 San Bruno Ave, San Francisco, CA 94107, United States

Website Address

aureusadvantage.com/

Connect with Aureus Advantage
Business introduction

Aureus Advantage provides platform evolution, merger diligence, integration strategy, and platform for global wealth firms and private equity navigating complex growth

Integration strategy and platform design for investors and wealth firms focused on value realization, scalability, and execution discipline

Aureus Advantage is a strategic advisory firm that partners with private equity investors and global wealth organizations to unlock value across mergers, acquisitions, and platform transformation.

Founded by Amy DeTolla, Aureus Advantage brings deep, practitioner-led experience to the moments that matter most: pre-deal diligence, post-close integration, and long-term platform evolution. Amy has held senior leadership roles at Focus Financial Partners and BlackRock and has led or supported more than 60 M&A transactions across wealth management, alternatives, and investment platforms.

Aureus Advantage supports investors and management teams through operational and technology diligence, integration strategy design, and execution roadmaps that align people, process, and platforms. The firm works closely with leadership to assess operating readiness, identify integration risks, and design scalable models that support growth beyond the transaction.

Amy also serves as a Venture Partner at Thicket Ventures, where we source, evaluate, and accelerate the next generation of WealthTech startups alongside institutional investors.

Clients include private equity sponsors, global wealth managers, aggregators, RIAs, family offices, and FinTech-enabled platforms navigating organic and inorganic growth.

What differentiates Aureus Advantage is its focus on integration as a strategic discipline, grounded in real operating experience and a deep understanding of organizational dynamics. The result is clear prioritization, strong execution alignment, and trusted partnership that helps firms realize value, strengthen platforms, and evolve with intention.

 

Aureus Advantage Solutions

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