About Advisor360°
Advisor360° is a company based in Needham, USA. It operates as a SaaS (Software-as-a-Service). The company has 92 employees as of April 04, 2024. Advisor360° has completed 1 acquisition, including Parrot AI. Advisor360° offers products and services including Wealth Management Platform, Account Opening Solution, Client Portal, and Data and Reporting. Advisor360° operates in a competitive market with competitors including Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
- Headquarter Needham, USA
- Employees 92 as on 04 Apr, 2024
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Sectors
Financial Services
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Phone
Locked
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Website
Locked
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Social
Locked
- Legal Name Advisor360 Software Private Limited
- Jurisdiction Bangalore South, Karnataka, India
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Annual Revenue
$2.46 M (USD)0as on Mar 31, 2023
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Net Profit
$199.52 K (USD)0as on Mar 31, 2023
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EBITDA
$488.71 K (USD)0as on Mar 31, 2023
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Latest Funding Round
Not available
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Investors
Not available
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Employee Count
92
as on Apr 04, 2024
- Investments & Acquisitions
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Products & Services of Advisor360°
Advisor360° offers a comprehensive portfolio of products and services, including Wealth Management Platform, Account Opening Solution, Client Portal, and Data and Reporting.
End-to-end platform for wealth management is provided.
Efficient solution for account opening is offered here.
Digital collaboration tool for clients is made available.
Reconciled reporting solution for wealth data is provided.
People of Advisor360°
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Software Development Team
36 people
Product Management Team
18 people
Leadership Team
11 people
Data Analysis and Operations Team
11 people
Senior Team
8 people
Human Resources and Administration
6 people
Operations Team
5 people
Advisor Team
4 people
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Funding Insights of Advisor360°
Detailed funding history for Advisor360
Round names, dates, amounts, investors, and valuation history require an active premium plan.
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Investments & Acquisitions by Advisor360°
Advisor360° has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Parrot AI.
Investment portfolio details for Advisor360
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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AI knowledge space for teams
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Locked | Locked | 2021 | Locked |
Complete acquisition details for Advisor360
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
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Financial Statements - Advisor360
Detailed financials for Advisor360
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Advisor360° Comparisons
Peer comparison for Advisor360
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Competitors of Advisor360°
Advisor360° operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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| Locked | Locked | Locked |
Wealth management solutions are delivered for investment advisors.
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Portfolio management software for financial advisors
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| Locked | Locked | Locked |
Investment management software is provided for advisors and institutions.
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| Locked | Locked | Locked |
Wealth and investment management solutions are offered to institutional investors.
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| Locked | Locked | Locked |
Cloud-based solutions for financial institutions are provided by Avaloq.
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| Locked | Locked | Locked |
Asset and wealth management software is provided for businesses.
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Detailed competitors of Advisor360
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Latest news on Advisor360°
Complete news archive for Advisor360
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Frequently Asked Questions about Advisor360°
As of Apr 04, 2024, the latest employee count at Advisor360° is 92.
Annual revenue of Advisor360° is $2.46M as on Mar 31, 2023.
A comprehensive wealth management platform is offered by Advisor360, focusing on digital transformation for financial institutions. Solutions for account opening, data reporting, advisor experience, and client portals are provided. The platform serves various firm types including bank wealth management, insurance broker-dealers, and independent broker-dealers. Integration with existing tech stacks is supported through a unified data fabric and open ecosystem. Cybersecurity and systematic care are emphasized to ensure client trust and compliance.
Advisor360° offers Wealth Management Platform, Account Opening Solution, Client Portal, and Data and Reporting.
Advisor360° has made 1 acquisition, including Parrot AI.