Advisor360°

Provides an integrated SaaS platform for wealth management firms.

advisor360.comFintech, Financial Services500 employeesUS
PrivateFounded 2019Corporate Round (2019)Wealth management softwareFinancial reporting systemsClient relationship managementDigital onboarding servicesPortfolio management tools
Showing 26 matching jobs
Title
Principal Product Manager
Full Time · $188K-$210K · 6+ YOE
Needham, Massachusetts, United States · Onsite

About Advisor360°

Activities
Wealth management softwareFinancial reporting systemsClient relationship managementDigital onboarding servicesPortfolio management tools
HeadquartersUS
Industries
FintechFinancial Services
NameAdvisor360°
Employees500
TypePrivate
Subsidiaries
Parrot AI
TaglineProvides an integrated SaaS platform for wealth management firms.
Founded2,019
Websiteadvisor360.com
Latest Funding RoundCorporate Round
Latest Funding Year2,019
Latest Funding Amount1,000,000,000
Latest Investors
Commonwealth Financial Network