Milind Mehere, Founder and Former CEO of YieldStreet, Joins Board of Directors at Advisor360°
2024年8月6日 - 10:15PM
ビジネスワイヤ(英語)
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.
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Jacqueline Murphy Advisor360° (781) 366-4222
jmurphy@advisor360.com