Name
Advisor360°
Firm Vision
We build enterprise software as the single system of record for all components of the platform—whether these are investor- or advisor-facing components or to support broker-dealer back office processing. We’ve dedicated many years in the relentless pursuit of uniting the entire data management life cycle to deliver a deeply integrated, comprehensive platform. Building and delivering an amazing enterprise wealth management platform experience, powered by our secure Unified Data Fabric®, is our business—and our only business. We make the complicated connections—investment, insurance, and banking account data, and third-party applications and workflows—so you don’t have to.
Firm History
Since our formation in 2019, more than billion has been invested into the Advisor360° platform. Founded by financial advisors for financial advisors, Advisor360° has a unique understanding of the technologies broker-dealers need to operate their businesses while maximizing their advisors’ productivity.
Advisor360° offers a “shared R&D model,” allowing broker-dealers to capitalize on our economies of scale to reduce costs and focus resources in places where they can best create competitive advantages.
Advisor360° offers a “shared R&D model,” allowing broker-dealers to capitalize on our economies of scale to reduce costs and focus resources in places where they can best create competitive advantages.
Firm Leadership
Richard Napolitano, Chief Executive Officer
Darren Tedesco, President
Darren Tedesco, President
Attendee Partner #1 Picture
Attendee Partner #1 First and Last Names
Jeff Schwantz
Attendee Partner #1 Phone Number
847-528-2436
Attendee Partner #1 Email
jschwantz@advisor360.com
Attendee Partner #2 Picture
Attendee Partner #2 First and Last Names
Chris Ollendike
Attendee Partner #2 Email
collendike@advisor360.com
Attendee Partner #2 Phone Number
7816198435
