Advisor360° News and Activities

View the org chart displaying its 17 main executives

Most searched biographies at Advisor360°

• Milind Mehere, Chief Executive Officer
• Bob Davis, Director
• Matt Deitch, Director

Popular executive movements at Advisor360°

• Milind Mehere who was Director, becomes Chief Executive Officer  (posted on June 5 2026).
• Mike Fanning who was Chairman of the Board and Chief Executive Officer, becomes Strategic Advisor  (posted on June 5 2026).
• Dave Parenti, Senior Vice President, Client Operations and Services, has left the company  (posted on June 4 2026).

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Advisor360° has 4,154 competitors including Fidelity (United States (USA)), USAA (United States (USA)) and American Express (United States (USA)).

Popular M&A news in Financial Services

• Databento has just announced a $97 Million fundraising (posted on July 13 2026).
• EDX MarketsTM has just announced a $76 Million fundraising (posted on July 12 2026).
• Databento has just announced a $97 Million fundraising (posted on July 12 2026).

Popular contacts in Financial Services

• Kuldeep Billan - Chief Executive Officer and Director at Automotive Finco Corp
• Gabriel de Alba - Managing Director at Catalyst Capital
• Stephen Deckoff - Managing Principal at Black Diamond Capital Management

Learn more about the Financial Services industry

Press releases by Advisor360°

• Contact Sales | Wealth management technology | Advisor360°
• Contact Sales | Wealth management technology | Advisor360°
• Contact Sales | Wealth management technology | Advisor360°
• Contact Sales | Wealth management technology | Advisor360°
• Contact Sales | Wealth management technology | Advisor360°
• Contact Sales | Wealth management technology | Advisor360°
• Press Release Advisor360° Appoints Milind Mehere as CEO
• Contact Sales | Wealth management technology | Advisor360°
• Contact Sales | Wealth management technology | Advisor360°
• Contact Sales | Wealth management technology | Advisor360°
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