Advisor360°, a financial platform designed around the complete advisor workday, announced the appointment of Milind Mehere as Chief Executive Officer. The fintech entrepreneur and AI-native platform founder joins the company as it enters its next phase of growth focused on artificial intelligence, product innovation, and platform expansion.
The leadership transition reflects Advisor360°’s evolution from building a trusted enterprise wealth management platform to accelerating the adoption of AI-powered capabilities for advisors and firms. Mehere succeeds Mike Fanning, who came out of retirement to guide the company through a period of strategic transition. Fanning will remain involved as a strategic advisor to support continuity during the leadership change.
Advisor360° said the company has established a strong foundation through its enterprise software platform, connected data model, advisor workflows, and profitable business that serves nearly 2 million households and 10,000 advisors. The company believes this foundation positions it to capitalize on the growing role of AI in wealth management, advisory productivity, and firm growth.
Mehere brings a long history of building and scaling technology companies. He co-founded Yodle and helped grow it to more than $200 million in revenue and 1,400 employees before its acquisition by Web.com for $342 million in 2016. He later founded and served as CEO of Yieldstreet, now known as WillowWealth, for nine years. Most recently, he founded AutonomyFinance.ai, which develops an intelligence layer for financial advisors using client data and agentic AI to deliver more personalized and proactive advice.
His experience building AI-native financial platforms is expected to play a significant role in Advisor360°’s future product strategy as the company expands its AI roadmap and develops a more intelligent, automated, and personalized advisor experience.
Mehere also brings familiarity with the company, having served on Advisor360°’s board of directors for the past two years. During that time, he worked closely with a board that includes leaders such as William D. Green and Bob Davis. The company emphasized that Advisor360° is already a scaled platform with extensive advisor adoption, positioning it to further enhance value through AI-driven innovation.
Advisor360° describes itself as the Autonomous Financial Platform™ for advisors, combining a wealth operating system with its Unified Data Fabric® to support wealth, insurance, and banking workflows on a single connected platform. The company aims to provide advisors with greater flexibility in how they specialize, affiliate, and manage their practices while delivering more personalized financial advice to clients.
KEY QUOTES:
“Advisor360° has built what most companies are still trying to assemble: scaled enterprise software, a connected data model, deep advisor workflows, and a profitable business serving nearly 2 million households and 10,000 advisors. That’s a powerful foundation for building applied AI in wealth management. We’re at an inflection point for how AI reshapes advice, advisory productivity, and firm growth. My goal is to help this team accelerate that transformation and build a platform that makes advisors smarter, faster, and more competitive.”
Milind Mehere, Chief Executive Officer, Advisor360°
“We conducted an exhaustive search for a leader who combines technology vision, wealthtech expertise, and the operational instincts to scale a high-growth company. Milind is exactly that leader. He has built companies in this space, understands both the opportunity and the urgency, and is joining a team with a strong foundation and a clear opportunity to win.”
Matt Deitch, Board Member, Advisor360°
