Advisor360° - M&A Summary and Business Overview

Information TechnologyCompany

Advisor360° M&A Summary

Advisor360° has acquired 1 company, including 1 in the last 5 years.

The Company’s most targeted sectors include information technology (100%).

Advisor360° Business Overview

Where is Advisor360° headquartered?

Advisor360° is headquartered in Weston, Massachusetts.

What sector is Advisor360° in?

Advisor360° is an information technology company.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Advisor360°

Advisor360° LLC

133 Boston Post Rd,
Weston, Massachusetts 02493
United States,
www.advisor360.com

Advisor360° builds, integrates, and delivers technology for wealth management firms. The company’s 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. Its 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. Advisor360° is headquartered in Weston, Massachusetts, with offices in Bengaluru India, and Ireland, and a remote workforce in Canada.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - - - 1 - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Agreement Express, Inc. - Wealth Management Technology Assets 2023-01-10 - Divestiture
Vancouver, British Columbia
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Information Technology 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
Canada 1 - - -
  British Columbia 1 - - -
Total 1 - - -

M&A Connections

Deals
Acquired from
Strategic(s)
100%
1 (100%)

Company Summary

SECTOR

Information Technology

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