About Advisor360°
Advisor360° is a Financial Services company based in Needham, USA. Digital wealth management software is developed and provided. It operates on a SaaS (Software-as-a-Service) model. The company has 92 employees. Advisor360° has completed 1 acquisition, including Parrot AI. Its Indian entity Advisor360 Software Private Limited reported revenue of ₹64.34 Cr. Advisor360° offers products and services including Wealth Management Platform, Account Opening Solution, Client Portal, and Data and Reporting. Its focus areas include Technology, Financial Technology and Wealth Management Software. Similar companies include Addepar, Altruist and InvestCloud; 3 of its 3 listed similar companies have raised funding.
Company details
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.
- Headquarters Needham, USA
- Employees 92
- SectorsFinancial Services
- Website advisor360.com
- Social LinkedIn X Facebook
- Legal Name Advisor360 Software Private Limited
- Date of Incorporation 31 May, 2022
- Jurisdiction Bangalore, Karnataka, India
- Indian entity revenue₹64.34 Cr
FY 2025 · +21% YoY
- Indian entity net profit₹6.83 Cr
FY 2025 · 11% margin
- Indian entity EBITDA₹10.11 Cr
FY 2025 · 16% margin
- Employee Count92
- Investments & Acquisitions
Associated legal entities of Advisor360°
Advisor360° operates through Advisor360 Software Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Advisor360 Software Private Limited CIN U72900KA2022FTC161930 | Active | 31 May 2022 | Bangalore, Karnataka | ₹64.3 Cr | 92 | 2 | View details |
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.
Board of directors of Advisor360 Software Private Limited (Advisor360°)
Advisor360 Software Private Limited is the primary company behind Advisor360°. The board of Advisor360 Software Private Limited currently have 2 directors; the longest-serving is Kartik Deshpande, appointed in 2022. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Kartik Deshpande DIN 09304235 | Director | 31 May 2022 | 4 yrs 5 mo | Advisor360 Software Private Limited |
| Darren Anthony Tedesco DIN 09626365 | Director | 31 May 2022 | 4 yrs 5 mo | Advisor360 Software Private Limited |
People of Advisor360°
120 people are tracked at Advisor360° (27 in leadership, 8 in board & advisors, 85 in team); the tracked headcount is 92.
| Name | Role | Group |
|---|---|---|
Jason Quinn | CFO & COO | Leadership |
Mark Spanos | Director, Enterprise Data | Leadership |
Edward L Corbosiero | Director, Tax And Treasury | Leadership |
Bryan Panner | Director Of Application Development | Leadership |
Stephanie Guadagnoli | Director, HR Business Partner | Leadership |
Claude Denton | Vice President Of Data Platforms | Leadership |
Alison Durant | Chief Marketing Officer | Leadership |
Trevor Lamelza | Human Resources Business Partner | Leadership |
David Plante Msf | Director, Investment Data Operations | Leadership |
Mark Coleman | Director Of Analytics And Advanced Insights | Leadership |
Eric Esfahanian | VP, Enterprise Sales | Leadership |
Bella Kharit | Director, Engineering | Leadership |
Michael R. Fanning | CEO | Leadership |
Daniel Foley | Director Of Engineering | Leadership |
Alex Kam | Customer Success Director | Leadership |
Mike Liberty | Director, Operations Architecture | Leadership |
Alex Cunningham | SVP & Chief Information Security Officer | Leadership |
| President | Leadership | |
Jeffrey Crisp | Senior Director, Client Success | Leadership |
Dena Upton | Chief People Officer | Leadership |
100 more people are available in the full profile.
Complete people profiles for Advisor360°
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Financials of Advisor360°
Figures of Advisor360 Software Private Limited, the primary company behind Advisor360°, for FY 2025. Revenue was ₹64.34 Cr (+21% year on year). Net profit was ₹6.83 Cr (11% margin). EBITDA was ₹10.11 Cr (16% margin).
- ₹64.34 CrRevenue · FY 2025 · +21% YoY
- ₹6.83 CrNet profit · 11% margin
- ₹10.11 CrEBITDA · 16% margin
- ₹20 LakhPaid-up capital
- 92Employees (provident fund records)
Balance sheet, profit and loss, cash flow and ratios of Advisor360 Software Private Limited are on its company page.
Detailed financial statements for Advisor360°
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Advisor360°
Advisor360° has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Parrot AI.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
AI knowledge space for teams | parrot.ai | Concord, United States | 2021 | Jan 2025 | •••• |
Complete acquisition details for Advisor360
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Similar companies to Advisor360°
Advisor360° has 3 listed similar companies in our database, 3 of them funded. They include Addepar, Altruist and InvestCloud.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| investcloud.com | 2010 | West Hollywood, United States | $78.73M | 373 | Investment management software is provided for advisors and institutions. |
Detailed similar companies of Advisor360
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Advisor360°
Websites that share an audience with Advisor360° (advisor360.com).
Websites whose visitors overlap most with Advisor360°. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| nitrogenwealth.com | 64% | 28.8K | #1,043,400 | View details | |
| acceldata.io | 60% | 82K | #443,650 | View details | |
| carsongroup.com | 59% | 60K | #592,500 | View details | |
| advisorengine.com | 38% | 151.7K | #212,071 | View details |
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Advisor360° (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Advisor360°
Complete news archive for Advisor360
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Advisor360°
Advisor360° has 92 employees.
The primary company behind Advisor360°, Advisor360 Software Private Limited, reported revenue of ₹64.34 Cr for FY 2025, up 21% year on year.
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°'s top competitors include Addepar, Altruist and InvestCloud.
Advisor360° offers Wealth Management Platform, Account Opening Solution, Client Portal, and Data and Reporting.
Advisor360° has made 1 acquisition, including Parrot AI.
Advisor360° operates through Advisor360 Software Private Limited.
The legal entities of Advisor360° currently have 2 directors, including Kartik Deshpande, Darren Anthony Tedesco.