Advisor360°


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

Employees

201-500

Links


Org chart

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Jason Quinn
CFO & COO
Alex Cunningham
SVP & Chief Information Security Officer
Dena Upton
Chief People Officer
Mat Mathews
Chief Product and Engineering Officer
Alison Durant
Chief Marketing Officer
Jackie Donovan
Chief Of Staff
James Derry
General Counsel And Corporate Secretary

Board & advisors

Bob Davis
Chairman
Matt Deitch
Director
Tom Lux
Advisor