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

Mat Mathews

Jason Quinn

Abbe Gálvez Cordón

James Derry

Alison Durant

Dena Upton

Darren Tedesco

Alex Cunningham

Matt Deitch

Tom Lux

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 Leadership Team at Advisor360° is responsible for setting the strategic direction and vision for the company, driving innovation in wealth management solutions, and ensuring operational excellence across all departments. Comprising executives from product development, engineering, client services, data analytics, and operations, this team collaborates to enhance the platform's capabilities, safeguard client information, and optimize customer experiences, ultimately supporting Financial Advisors in running their businesses effectively.

Leadership Team

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

The Data Analytics and Operations team at Advisor360° is responsible for leveraging data insights to enhance the platform's functionality and drive informed decision-making. This team collaborates on data integration, performance measurement, and the development of advanced analytics tools, ensuring that financial advisors have access to accurate and actionable information to optimize client services and improve operational efficiency.

Data Analytics and Operations

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

Engineering Management

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

Advisor360°

Org chart

Board & advisors

Teams

Software Development

Leadership Team

Software Development and Engineering

Data Analytics and Operations

Engineering Management

Data Engineering

Offices

Advisor360°

Org chart

Board & advisors

Teams

Software Development

Leadership Team

Software Development and Engineering

Data Analytics and Operations

Engineering Management

Data Engineering

Offices

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