Advisor360 | News, Hiring, Layoffs, Competitors, CEO, Fundraising Insights
Advisor360° is a holistic wealth management platform that leverages a SaaS WealthTech solution to enhance productivity and revenue...
Advisor360° is a holistic wealth management platform that leverages a SaaS WealthTech solution to enhance productivity and revenue for financial advisors. The platform streamlines operations, reduces costs, and mitigates regulatory risks, making it a comprehensive tool for managing digital wealth experiences.
Website
Headquarters
Needham, Massachusetts
Size
501-1000 employees
Industry
Financial Services
Specialities
FinTech, Financial Software, enterprise software, wealth management software
🛍️ Advisor360 Product and Pricing News →
👔 Advisor360 CEO, Management and Leadership Team →
⚔️ Advisor360 Alternatives and Competitors →
💼 Advisor360 Hiring and Layoffs →
🤖 Advisor360 Developer, Integration and Automation News →
📈 Advisor360 Financials, Fundraising and Valuation News →
🛍️ Advisor360 Product and Pricing News
- Advisor360 launched Parrot AI, a smart and secure AI assistant for wealth management, available as a standalone solution and integrated into their CRM, Tandem.
- Advisor360 launched Tandem, a comprehensive platform for independent RIAs that integrates CRM, reporting, financial planning, and more into a single cost-effective solution.
- Advisor360 launched Practice Intelligence, a new data-driven decision-making tool for advisors.
- Advisor360 will attend the SIFMAOps 2025 Conference in Orlando next month.
- Advisor360 signed a major office lease in Needham, contributing to the trend of large-block leasing outside Boston.
- Advisor360 released the 2025 Connected Wealth Report discussing how outdated technology affects firms and advisors.
- Darren Tedesco, president of Advisor360, discusses how their Tandem platform uses AI to boost advisor productivity and automate tasks.
- Darren Tedesco of Advisor360 shared insights on unlocking organic growth for financial advisors at the T3 2025 conference.
👔 Advisor360 CEO, Management and Leadership Team
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Chief Financial Officer & Chief Operating Officer
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Chief Executive Officer
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Chief Financial Officer
undefined⚔️ Advisor360 Alternatives and Competitors
- Q4 |
- Morningstar |
- Coinbase |
- FusionIQ |
- GeoWealth |
- BetaNXT |
- BITA Risk |
- Keenai |
- Total Bank Solutions |
- SpeciVim |
- Savvy |
- NexJ CRM |
- QPLIX |
- Envestnet Portal |
- Envestnet |
- Fidelity Investments |
- Tamarac |
- Royal Imaging |
- Advisor Software |
- Ademero |
- Addepar |
- AdvisorEngine |
- FNZ |
- SS&C |
- Calypso |
- Murex |
- Integrata |
- eMoney |
- Tercero |
- SimCorp
💼 Advisor360 Hiring and Layoffs
- Advisor360 is currently seeking a VP, Enterprise Sales in the United States.
- Caitlin Rouille, Director of Product Design at Advisor360, emphasizes the importance of internal tools for operations, compliance, and service teams in wealth management.
- Advisor360 is hiring a Data Engineer specializing in Data and Generative AI in Bengaluru.
🤖 Advisor360 Developer, Integration and Automation News
- Advisor360, originally part of Commonwealth, now operates independently and provides technology services to advisory firms including MassMutual.
📈 Advisor360 Financials, Fundraising and Valuation News
- LPL Financial plans to integrate Commonwealth Financial Network's capabilities developed with Advisor360 after acquiring Commonwealth for $2.7 billion.
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