Advisor360°
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Location
Headquarters: Weston, Massachusetts, United States, North America
Region: Massachusetts
Country: US
Continent: North America
About
Advisor360 is a wealth management platform provider delivering a connected, AI-native wealth operating system for financial advisors, broker-dealers, RIAs, and banks. The company offers a suite of solutions that unify data, automate workflows, and enhance client engagement across onboarding, reporting, books and records, client portals, and advisor experience. Its platform supports firms of various sizes and structures, turning fragmented data into contextual intelligence to power advisor workflows and client interactions. Headquartered in Needham, Massachusetts with global reach, Advisor360 emphasizes modern, scalable, and secure advisory experiences.
Advisor360 provides an AI-native wealth management platform for financial advisors, broker-dealers, RIAs, and banks. The software unifies data and automates workflows to streamline operations, enhance client engagement, and reduce regulatory risk. It serves as a comprehensive operating system for advisory firms to manage onboarding, reporting, and client interactions.
Advisor360°, LLC.
2019
for_profit
active
Industries
Primary Industry: Software
Categories
Funding & Financials
Late Stage
50m-100m
private
Founders
Darren Tedesco
Leadership
Richard Napolitano — Chief Executive Officer
Darren Tedesco — Founder & President
Cynthia Stephens — Vice President Marketing
Chris Ollendike — SVP Head of Sales
Eric Esfahanian — VP Enterprise Sales
David Parenti — Senior Director, Strategy, Planning and Platform Infrastructure, Engineering
Technology Stack
Products
Unified Data Fabric®: A data integration layer that consolidates and reconciles wealth management data from multiple sources into a unified platform.
1-Click Reviews®: A reporting tool that compiles and generates comprehensive client reports from multiple data sources with a single click.
Digital Onboarding (Advisor360° Express): A digital account opening platform that streamlines client onboarding with automated workflows and integrations to custodians and CRMs.
Client Portal: A web-based portal that facilitates digital collaboration between advisors and clients by providing access to financial information and communication tools.
Advisor Experience Platform: A centralized software platform that streamlines advisor workflows and consolidates tools for private wealth management.
Books and Records Solution: A data storage and management system that ensures compliance by securely archiving wealth management records.