Milind Mehere, Founder and Former CEO of YieldStreet, Joins Board of Directors at Advisor360°

WESTON, Mass.--(BUSINESS WIRE)--Aug 6, 2024--

Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, is pleased to announce the appointment of Milind Mehere, founder and former CEO of YieldStreet, to its Board of Directors. An award-winning entrepreneur, Mehere has a track record of building large, scalable businesses and creating new product categories.

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Milind Mehere, Board Member, Advisor360° (Photo: Business Wire)

Mehere most recently served as CEO of the digital investment platform YieldStreet for nine years, growing it to a fintech unicorn with 500,000 members and over $5 billion in investments. He also co-founded Yodle, an ad technology platform for small- and medium-sized businesses, scaling it to more than $200 million in revenue and 1,400 employees, which led to its $342 million acquisition by Web.com in 2016. Mehere’s strategic vision has earned him numerous accolades, including being named a Finalist in 2023 for EY’s Entrepreneur of the Year. He is also an Innovation Fellow at Columbia University and an international keynote speaker.

“We are thrilled to have Milind join our Board as we continue to expand our offering and add new clients,” said Mike Fanning, CEO of Advisor360°. “Milind is an expert at growing companies and is passionate about leveraging technology to bring professional wealth management and investing guidance within reach of more individuals and families.”

Mehere’s appointment comes at a time of robust growth at Advisor360°. In addition to Mike Fanning assuming the role of CEO 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 grow its client roster.

“I’m very excited about the cutting-edge work that Advisor360° is doing to transform the way financial advisors and firms work—and look forward to helping the company reach the next level,” said Mehere. “Advisor360° is at the forefront of AI innovation and data automation in wealth management. The company’s commitment to the end investor really comes through in how it serves clients.”

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/20240806500274/en/

CONTACT: Jacqueline Murphy

Advisor360°

(781) 366-4222

jmurphy@advisor360.com

KEYWORD: UNITED STATES NORTH AMERICA MASSACHUSETTS

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

SOURCE: Advisor360°

PUB: 08/06/2024 09:15 AM/DISC: 08/06/2024 09:16 AM

http://www.businesswire.com/news/home/20240806500274/en