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

Information Technology

Advisor360°

Advisor360°'s headquarters in Weston, MA, United States

Michael R. Fanning

Dena Upton

Darren Tedesco

Laurie Freedman

Jeremy Skaling

Emily Regenold

Simone D.

Jacqueline Murphy

Mat Mathews

James Derry

Jason Quinn

Abbe Gálvez Cordón

Alex Cunningham

Matt Deitch

John Plansky

John Vaccaro

Wayne Bloom

Bob Davis

William Green

Milind Mehere

This department focuses on designing, creating, and maintaining software applications and systems.

Software Development

The Software Development and Engineering team at Advisor360° is responsible for designing, developing, and maintaining the integrated wealth management SaaS platform. This team collaborates closely on software architecture, quality assurance, and user experience to ensure that financial advisors have access to a robust and efficient toolset for managing their businesses and supporting clients effectively. They leverage agile methodologies to continuously enhance the platform, incorporating feedback and new technologies to stay ahead in the industry.

Software Development and Engineering

This department focuses on the design, development, and maintenance of data systems and infrastructure to support analytical and operational needs.

Data Engineering

This department oversees engineering projects and personnel, ensuring successful program execution and effective resource allocation.

Engineering Management

This department oversees the development and lifecycle of products, ensuring alignment with market needs and organizational goals.

Product Management

This department focuses on ensuring product quality through testing and validation processes.

Advisor360°

Org chart

Board & advisors

Teams

Software Development

Software Development and Engineering

Data Engineering

Engineering Management

Product Management

Quality Assurance

Offices

Advisor360°

Org chart

Board & advisors

Teams

Software Development

Software Development and Engineering

Data Engineering

Engineering Management

Product Management

Quality Assurance

Offices

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