Advisor360°

advisor360.com

financial services

advisor360.com

Weston, Massachusetts, United States

501-1000 employees

109700000 revenue

LinkedIn Profile

About Advisor360°

fintech, financial software, enterprise software, wealth management software, financial advisor tools, digital onboarding technology, client portal, financial technology, wealth management data trust, wealthguide, ai meeting assistant, open architecture wealth platform, wealth management operational efficiency, wealthtech, wealth management analytics, client onboarding automation, ai insights, wealth management software solutions, ai-powered client insights, digital client onboarding

Advisor360°'s Tech Stack

AI/ML

Decision Makers at Advisor360°

15 contacts

Patrick King

Senior Director, Enterprise Solution Architect

p***@advisor360.com Sign up to view

Alex Cunningham

Senior Vice President, Chief Information Security Officer

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Scott Logan

Software Engineering Manager

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Wajeeh Anwar

Software Engineering Manager

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Wayne Straub

Director, Engineering

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Mike Akerman

Director, Platform Engineering

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Eric Peterson

Engineering Manager

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Venkat Peri

Software Engineering Manager

v***@msn.com Sign up to view

Bella Kharit

Director, Engineering

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Sinead Boyle

Director Engineering Program Management

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Veeresh Athimamula

Software Engineering Manager

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Lucas Sheehan

Manager, CRM Data Engineering

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Daniel Foley

Director of Engineering

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Bala Venkat

Director, Product Adoption & Enablement - Product Operations

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Alison Durant

Chief Marketing Officer

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31 technologies detected · 15 decision makers · Emails available

Sales Outreach Angle

CRMs like Salesforce signal an active sales operation. Companies using Salesforce are strong targets for sales training, RevOps tools, data enrichment, and Salesforce integrations.

Advisor360°'s Position in the StackWho Database

• Advisor360° is 1 of 21,667 financial services companies tracked in StackWho.
• 21,586 financial services companies in our database have verified decision-maker emails (100% of the cohort).
• 10,409 companies in Massachusetts are in the StackWho database.
• 660 financial services companies are in the 501-1000 employee range (same size as Advisor360°).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated August 2026.

Frequently Asked Questions

What technology does Advisor360° use?

Advisor360° uses Salesforce, Akamai DNS, Gmail, Outlook, Google Apps, Microsoft Office 365, and 25 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Advisor360°?

StackWho has verified email addresses for 15 decision makers at Advisor360°. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach Advisor360° directly for sales, recruiting, or partnerships.

What industry is Advisor360° in?

Advisor360° operates in the financial services industry, headquartered in Weston, Massachusetts, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Advisor360°'s contact data?

Yes. StackWho Pro members can export decision maker contact data for Advisor360° and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.