Xcout Intel
Advisor360
Advisor360° is a WealthTech leader that delivers an autonomous financial platform for advisors at RIAs, independent broker-dealers, and insurance broker-dealers, headquartered in Needham, Massachusetts.
Subscribe to see Advisor360’s full profile → the full roster, investors in every round, weekly hiring history and every corporate event
Advisor360 at a glance
Advisor360 is a fintech company headquartered in United States. Xcout tracks 11 named people at Advisor360, including Milind Mehere (CHIEF EXECUTIVE OFFICER AND BOARD MEMBER). Xcout recorded 2 job postings from Advisor360 in the last 90 days.
Advisor360 leadership
- Milind MehereCHIEF EXECUTIVE OFFICER AND BOARD MEMBER
- Darren TedescoPresident
- Ananya BalaramCHIEF REVENUE OFFICER
- Mat MathewsChief Product and Engineering Officer
- James DerryGENERAL COUNSEL AND CORPORATE SECRETARY
- Frank PupoSENIOR VICE PRESIDENT, SALES
5 more named people on record for Advisor360, with roles, board committees and tenure — see the full roster →
Hiring at Advisor360
Xcout recorded 2 job postings from Advisor360 in the last 90 days, from a hiring record Xcout has kept since June 2026.
The weekly hiring trend, the roles and locations behind it — see Advisor360's hiring signals →
Advisor360 competitors
A few of Advisor360's closest competitors — see the full list of competitors and alternatives →
Vestmark, Inc. is headquartered in Wakefield, Massachusetts, offering wealthtech solutions and services alongside its wholly-owned investment advisor subsidiary, Vestmark Advisory Solutions.
FINTRX is a financial services and intelligence platform headquartered in Boston, Massachusetts, that provides data and AI tools to help distribution teams identify and engage with registered investment advisors and family offices.
Dynamo Software, Inc. provides an end-to-end cloud platform for the financial services industry, with global headquarters in Watertown, Massachusetts.
InvestCloud, Inc. is a financial services company headquartered in West Hollywood, California. It provides an AI-driven digital wealth platform supporting wealth management offerings across front, middle, and back offices.
GeoWealth is a financial technology company that provides a turnkey asset management platform (TAMP) and digital tools for investment advisors and institutional investors.
Altruist is a financial technology company that provides digital custodial, brokerage, portfolio management, and client-engagement infrastructure for registered investment advisors (RIAs). It serves independent financial advisors and their clients, with a focus on simplifying and lowering the cost of wealth management operations.
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More on Advisor360 in Xcout Intel
- 11 named people with titles, LinkedIn and board committees
- Weekly hiring history and the mix of roles behind it
- The full competitor set, tracking, exports and API access