Pricing

Advisor360°

‌

Advisor360° is a fully-integrated wealth management SaaS platform that unifies all systems Financial Advisors need to run their business and support clients.

Industries

Information Technology

Headquarters

Weston, United States

Employees

201-500

Links

Org chart

Michael R. Fanning

CEO

Collapse

Jason Quinn

CFO & COO

Abbe Gálvez Cordón

SVP, Strategy & Corporate Development

Alex Cunningham

SVP & Chief Information Security Officer

Darren Tedesco

President

Dave Parenti

SVP, Client Operations & Services

Dena Upton

Chief People Officer

John Stevens

VP, Product Data & Analytics

Mat Mathews

Chief Product and Engineering Officer

Eric Esfahanian

VP, Enterprise Sales

Claude Denton

Vice President Of Data Platforms

Alison Durant

Chief Marketing Officer

Jackie Donovan

Chief Of Staff

Ryan Williams

Manager, Contract And Vendor Management

Board & advisors

Chairman

Director

Director

Director

Advisor

Advisor

Advisor

Advisor

Teams

+17

Leadership Team

21 people · 0 jobs

+21

Software Development and Engineering

25 people · 0 jobs

Data Analytics and Operations

13 people · 0 jobs

Product Management and Implementation

7 people · 0 jobs

User Experience and Design

5 people · 0 jobs

Offices

HQ
89 people · 0 jobs
+85

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