Advisor360°, LLC

Advisor360° is a privately held financial technology company that provides an integrated software-as-a-service (SaaS) platform for wealth management firms. The company's core mission is to simplify the complexities of wealth management and empower financial advisors by offering a unified, AI-native operating system. Headquartered in Needham, Massachusetts, Advisor360° also maintains offices in Bengaluru, India, and has remote workforces in Canada and Northern Ireland.

The company's platform is built around its proprietary Unified Data Fabric®, which consolidates diverse data streams to provide a comprehensive view for advisors and their clients. Key offerings include CRM, performance reporting, financial planning, digital account opening, trading and model management, rebalancing, operations, workflow automation, analytics, document management, and a client portal. Advisor360° serves a broad market segment, including enterprise broker-dealers, insurance broker-dealers, bank wealth management divisions, independent RIAs, and individual advisors.

In recent developments, Mike Fanning was appointed CEO in May 2024, succeeding Richard Napolitano. Advisor360° has been actively expanding its AI capabilities, notably acquiring Parrot AI in January 2025 to enhance its AI-native operating system. The company also launched Tandem™, a cloud-based CRM solution for independent RIAs, in March 2025 and announced a partnership with Conquest Planning in late 2025/early 2026 to embed AI-driven financial planning directly into its platform. Currently, Advisor360°'s platform supports over 3 million households and manages more than $1 trillion in assets.