Locations
Weston, MA, USA
industry
Finance · Information Technology · Lending and Investments · Software
Size
201-1000 employees
Stage
Other
founded in
2019
Advisor360° is a SaaS wealth management technology company that builds and integrates solutions for financial firms. Founded in 2019, the company has invested over $1 billion into its platform, which features a proprietary Unified Data Fabric® that connects various financial services and applications. Advisor360° offers a comprehensive suite of tools for portfolio management, financial planning, compliance, and more, aimed at enhancing productivity for financial advisors and their clients. The platform is designed to streamline workflows and improve outcomes, making it a valuable asset for broker-dealers and wealth management firms looking to innovate and grow in a competitive market.
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