Advisor360° - About the company
Advisor360° is an unfunded company based in Weston (United States), founded in 2019. It operates as a SaaS-based CRM solutions for wealth managers. Advisor360° has not raised any funding yet. The company has 832 active competitors, including 109 funded and 108 that have exited. Its top competitors include companies like Avaloq, KFin Technologies and Broadridge.
Company Details
SaaS-based CRM solutions for wealth managers. It features tools for managing CRM, performance reporting, model management, financial planning, documentation, workflow management, rebalancing, and trading solutions for investment managers. Also, provides blogs, articles, and news updates as a reference to assist users.
- Website
- www.advisor360.com/
- Social
- Phone Number
- +1 **********
- Registered Address
- 2nd Floor(C2)iSprout Business Center, Shilpitha Tech Park, SY No.55/3&55/4, Bellandur, Bangalore, Bangalore South, Karnataka, India, 560103
Key Metrics
Founded Year
2019
Location
Weston, United States
Stage
Unfunded
Ranked
20th among 832 active competitors
Employee Count
628 as on Aug 31, 2026
Investment & Acquisitions
Legal entities associated with Advisor360°
Advisor360° is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
ADVISOR360 SOFTWARE PRIVATE LIMITED CIN: U72900KA2022FTC161930 , India, Active | May 31, 2022 | ₹50 - ₹100 Cr (As on Mar 31, 2025) | - |
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Advisor360°'s funding and investors
Advisor360° has not raised any funding rounds yet.
Advisor360°'s founders and board of directors
Founder? Claim ProfileAdvisor360°'s employee count trend
Advisor360° has 628 employees as of Aug 26. Here is Advisor360°'s employee count trend over the years:
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Advisor360°'s Competitors and alternates
Top competitors of Advisor360° include Avaloq, KFin Technologies and Broadridge. Here is the list of Top 10 competitors of Advisor360°, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st |  Avaloq 1985, Zurich (Switzerland), Acquired | Cloud-based solutions for financial institutions | $301M | 76/100 | |
2nd |  KFin Technologies 2017, Hyderabad (India), Public | Provider of software solutions for transaction management, compliance, and data analytics | $42.1M | 76/100 | |
3rd |  Broadridge 2007, United States, Public | Provider of tech solution for financial service and customer communication | - | 73/100 | |
4th | Altruist 2018, Culver City (United States), Acquired | Portfolio management software for financial advisors | $602M | 72/100 | |
5th | SEI 1968, Oaks (United States), Public | Wealth and investment management solutions for institutional investors | - | 71/100 | |
6th |  Addepar 2009, Mountain View (United States), Series G | Wealth management solutions for advisors | $759M | 71/100 | |
7th | FNZ 2003, London (United Kingdom), Acquired | Provider of wealth management platforms for financial institutions and advisors | $3.97B | 70/100 | |
8th |  Centricity 2022, Gurugram (India), Series A | Digital private wealth management platform for individuals | $51M | 70/100 | |
9th | AdvisorEngine 2014, New York City (United States), Acquired | Wealth management software platform empowering financial advisors with technology and services | $60.1M | 65/100 | |
10th | Provider of software, data, analytics, and related services for financial institutions | - | 63/100 | ||
20th |  Advisor360° 2019, Weston (United States), Unfunded | SaaS-based CRM solutions for wealth managers | - | - | 60/100 |
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Advisor360°'s Investments and acquisitions
Advisor360° has acquired Parrot AI. Advisor360° has not made any investments as of now.Reports related to Advisor360°
Here is the latest report on Advisor360°'s sector:
News related to Advisor360°
Filter this listMedia has covered Advisor360° for a total of 15 events in the last 1 year, 10 of them have been about company updates and 2 about partnerships.
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Advisor360° Enhances AI Capabilities and Multi-Custodian Support in August Platform ReleaseGlobal Fintech Series•Aug 27, 2026•Advisor360°
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Advisor360° Appoints Ananya Balaram as Chief Revenue Officer to Accelerate Next Phase of GrowthGlobeNewswire•Jul 21, 2026•Advisor360°
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Advisor360° Launches Meeting Prep AI Agent to Streamline Financial Advisor WorkflowsGlobeNewswire•Jul 07, 2026•Advisor360°
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Advisor360° Appoints Milind Mehere as CEO to Lead Next Phase of AI-Native GrowthGlobeNewswire•Jun 04, 2026•Advisor360°
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Advisor360° Partners with Conquest Planning to Embed Financial Planning CapabilitiesGlobal Fintech Series•Apr 23, 2026•Advisor360°, Conquest Planning
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Advisor360° and GWN Securities Expand Relationship for AIBusiness Wire•Apr 08, 2026•Advisor360°, GWN Securities, Inc.
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Advisor360° Partners with CapitalROCK’s RightBRIDGE to Streamline Investment Account OpeningBusiness Wire•Mar 31, 2026•CapitalROCK, Advisor360°
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Advisor360° Wins Multiple Honors in Built In’s 2026 Best Places to Work AwardsBusiness Wire•Jan 06, 2026•Advisor360°
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