Provides an integrated SaaS platform for wealth management firms.
| Title |
|---|
| Principal Product Manager Full Time · $188K-$210K · 6+ YOE Needham, Massachusetts, United States · Onsite |
| Activities | Wealth management softwareFinancial reporting systemsClient relationship managementDigital onboarding servicesPortfolio management tools |
| Headquarters | US |
| Industries | FintechFinancial Services |
| Name | Advisor360° |
| Employees | 500 |
| Type | Private |
| Subsidiaries | Parrot AI |
| Tagline | Provides an integrated SaaS platform for wealth management firms. |
| Founded | 2,019 |
| Website | advisor360.com |
| Latest Funding Round | Corporate Round |
| Latest Funding Year | 2,019 |
| Latest Funding Amount | 1,000,000,000 |
| Latest Investors | Commonwealth Financial Network |