Advisor360
What is Advisor360?
Advisor360° is a WealthTech company that provides integrated digital solutions for wealth management firms. Founded in 2019 and based in Needham, Massachusetts, the company employs around 500 people, with a focus on hybrid collaboration in its spacious headquarters. The company aims to simplify wealth management through its Unified Data Fabric, which serves as a single system of record for various platform components. Advisor360° offers a modular suite of enterprise software solutions, including an Integrated Wealth Management Platform that combines account management, compliance tools, and third-party application integration. The recently launched Tandem(TM) is a cloud-based CRM tailored for independent registered investment advisors (RIAs). Additionally, the acquisition of Parrot AI has enhanced their offerings with generative AI capabilities for advisor workflows. Advisor360° operates on a shared R&D model, allowing broker-dealers to benefit from the companys scale while focusing on their unique competitive advantages. The company primarily serves broker-dealers and wealth management firms, supporting them with robust compliance features and operational scalability.
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