Dena Upton Takes the Helm as Chief People Officer at Advisor360°

WESTON, Mass.--(BUSINESS WIRE)--Aug 20, 2024--

Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, is pleased to announce that Dena Upton has joined the company as Chief People Officer. Upton will oversee all aspects of Advisor360 °’ s people strategy, including talent acquisition, development, culture, and employee engagement, as the company continues its rapid growth.

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Dena Upton, Chief People Officer, Advisor360° (Photo: Business Wire)

Upton brings over 25 years of experience in leadership to Advisor360°, having held pivotal roles at some of the most respected companies in the technology and financial services sectors. Most recently she served as Head of People at Dandy, a software company. Her expertise in building high-performing teams, driving organizational transformation and fostering inclusive work environments will be instrumental as Advisor360° scales to meet the evolving needs of its customers and workforce.

“Dena’s deep understanding of how to attract, develop and retain top talent in a fast-paced industry will be invaluable as we continue to innovate and expand our market presence,” said Mike Fanning, Chief Executive Officer of Advisor360°. “Her passion for people aligns perfectly with our mission to empower financial advisors and institutions with best-in-class technology solutions.”

Advisor360°’s workforce includes 800 people in the U.S., India, Canada, and Northern Ireland. Upton’s appointment comes at a time of robust growth at Advisor360°. In addition to Mike Fanning assuming the role of Chief Executive Officer earlier this year, the company recently brought onboard Bank of America veteran Abbe Gálvez Cordón as Senior Vice President of Strategy & Corporate Development, while continuing to evolve its award-winning Digital Onboarding platform and expand its client roster. The company also recently added Milind Mehere to its Board of Directors.

“I’m very excited to join Advisor360°—the company’s dynamic vision for growth, combined with its strong commitment to innovation and customer success, creates a unique opportunity to build an exceptional workplace where every employee can thrive,” said Upton. “I look forward to partnering with the entire team to drive our people strategy forward and support our mission of empowering financial institutions and their advisors.”

About Advisor360°

Advisor360° builds, integrates and delivers technology for wealth management firms. The company’s award-winning integrated and open architecture SaaS platform brings a connected digital wealth experience to financial advisors, their clients and the home office so that firms can drive better outcomes and innovate quickly. Advisor360° clients benefit from timesaving capabilities and streamlined workflows when it comes to portfolio and performance reporting, financial planning, insurance, proposal generation, trading and model management, digital onboarding, document management, analytics and compliance. The company’s proprietary Unified Data Fabric® (UDF) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. The company is headquartered in Weston, Massachusetts, with offices in Bengaluru, India, and remote workforces in Canada and Northern Ireland. Today, three million households with $1 trillion in assets benefit from the connected Advisor360° experience. To learn more, visit www.advisor360.com.

View source version on businesswire.com:https://www.businesswire.com/news/home/20240820267588/en/

CONTACT: Media:

Jacqueline Murphy

Advisor360°

(781) 366-4222

mediainquiry@advisor360.com

KEYWORD: UNITED STATES NORTH AMERICA MASSACHUSETTS

INDUSTRY KEYWORD: TECHNOLOGY INSURANCE FINANCE FINTECH BANKING PROFESSIONAL SERVICES SOFTWARE NETWORKS DATA MANAGEMENT

SOURCE: Advisor360°

PUB: 08/20/2024 09:30 AM/DISC: 08/20/2024 09:30 AM

http://www.businesswire.com/news/home/20240820267588/en