Financial Management Solutions
Advisor360 Opens New York Technology And Sales Hub
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NoMad office brings technology and sales teams closer to industry leaders, partners, and additional talent as Advisor360° enters its next phase of growth
NEEDHAM, MA and NEW YORK, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Advisor360°TM today announced the opening of its New York City office, establishing a technology and sales hub in the commercial heart of the financial services industry as the company continues to grow and invest in its next phase of innovation.
Located at 276 Fifth Avenue, the office gives Advisor360°, the financial platform built around the complete advisor workday, a strategic presence in close proximity to customers and many of the advisors, insurance companies, asset managers, custodians, and other financial institutions that make New York a critical market for wealth management.
The office is designed as a working hub. Advisor360° technology and sales team members based in the New York area now have a place to collaborate on product innovation, meet with clients and prospects, and host partners, custodians, and industry leaders visiting or working nearby.
“Being in New York puts us closer to customers, firms and industry leaders shaping the future of wealth management,” said Milind Mehere, Chief Executive Officer at Advisor360°. “It also gives our technology and sales teams a place to build together and expands our access to exceptional engineering, product, and commercial talent.”
The new office comes as Advisor360° continues to expand its technology, product, and commercial organizations, broaden its reach across the wealth management industry, and accelerate development of AI-native capabilities and platform innovation.
The New York hub complements Advisor360°’s corporate headquarters in Needham, Massachusetts, and its office in Bangalore, India.
About Advisor360°
Advisor360° is the Autonomous Financial Platform for advisors, the only open ecosystem built around the complete advisor workday. Powered by a wealth operating system and a unified data fabric, Advisor360° gives advisors the freedom to choose how they specialize, where they affiliate, and what technology powers their practice, all on a single connected platform they own.
Advisor360° weaves intelligence into every workflow, recommendation, and client interaction. With support for banking, wealth, and insurance on one platform, Advisor360° enables the holistic, personalized financial advice that modern clients expect—and the operational independence that modern advisors demand. To learn more, visit www.advisor360.com.
CONTACT: Media Contact For Advisor360° Ceara Horan VOCATUS choran@vocatusllc.com
Frequently Asked Questions
What is the purpose of Advisor360°'s new New York City office?
The New York City office serves as a technology and sales hub, bringing Advisor360° closer to financial industry leaders, partners, clients, and talent in the commercial heart of wealth management.
What is Advisor360°?
Advisor360° is an Autonomous Financial Platform built around the complete advisor workday, providing an open ecosystem powered by a wealth operating system and unified data fabric for banking, wealth, and insurance.
What kind of talent is Advisor360° looking to attract with its new office?
The new office expands Advisor360°'s access to exceptional engineering, product, and commercial talent, supporting its growth and acceleration of AI-native capabilities.
First published on Wed, Sep 2, 2026
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