Advisor360°

Advisor360° has a direct presence in 2 countries.

They are in:

• Financial Services50%
• Software50%

Acquisition, funding and merger involving Advisor360°.

• Advisor360° has acquired Agreement Express (posted on January 12 2023).

View the org chart displaying its 23 main executives

Most searched biographies at Advisor360°

• Bob Davis, Director
• Matt Deitch, Director
• Mike Fanning, Chief Executive Officer

Popular executive movements at Advisor360°

• Richard Napolitano, Chief Executive Officer, will retire on Apr. 30, 2024  (posted on April 24 2024).
• Mike Fanning who is Director, will be promoted to Chief Executive Officer on May 1, 2024  (posted on April 24 2024).
• Mike Fanning has joined the company as Director  (posted on September 26 2023).

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Advisor360° has 3,629 competitors including American Express (United States (USA)), MasterCard (United States (USA)) and Stone Ridge (United States (USA)).

Popular M&A news in Financial Services

• Aadhar Housing Finance has filed its IPO. Its stock ticker will be AADA. (posted on May 15 2024).
• KKR has announced the acquisition of Perpetual Wealth Management  (posted on May 10 2024).
• Jeeves Inc has just announced a $75 Million fundraising (posted on May 7 2024).

Popular contacts in Financial Services

• Anastasia Amoroso - Chief Investment Strategist at iCapital Network
• Ross Stevens - Chief Executive Officer at Stone Ridge
• Michael Miebach - Chief Executive Officer at MasterCard

Learn more about the Financial Services industry >

Press releases by Advisor360°

• Agreement Express digital onboarding software by Advisor360°
• Talk to sales | Wealth management technology | Advisor360°
• Talk to sales | Wealth management technology | Advisor360°
• Talk to sales | Wealth management technology | Advisor360°
• Talk to sales | Wealth management technology | Advisor360°
• Talk to sales | Wealth management technology | Advisor360°
• Talk to sales | Wealth management technology | Advisor360°
• Talk to sales | Wealth management technology | Advisor360°
• Talk to sales | Wealth management technology | Advisor360°
• State Street, Charles River® Development and Advisor360° Announce Strategic Partnership to Deliver an Integrated Technology Solution to the Wealth Management Industry
• View more press releases Close

Social media about Advisor360°

• Advisor360° on Wikipedia, Google News & Yahoo Finance
• Advisor360° on LinkedIn, Twitter & YouTube

Contact by email its executives including Mike Fanning

Call Advisor360° at +1 877...

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