Advisor360

Advisor360° is a fintech company founded in 2019 and based in Needham, Massachusetts, with additional offices in Weston and Boston. The company specializes in a cloud-based, AI-native SaaS platform designed for wealth management. This platform integrates various tools such as portfolio management, CRM, digital onboarding, compliance, client portals, reporting, and secure document storage to enhance operations for financial advisors, broker-dealers, and registered investment advisors (RIAs). The core of Advisor360°'s offering is its Wealth OS, which unifies data from multiple sources into actionable insights for advisors. The platform supports over 20,000 users and manages more than $1 trillion in assets. Advisor360° emphasizes a shared R&D model to help broker-dealers reduce costs and focus on their competitive advantages. The company employs around 500-574 people and generates approximately $105 million in revenue, providing a comprehensive suite of tools that streamline workflows and improve productivity for firms of all sizes.