Advisor360° Moves Headquarters to Needham, Massachusetts

WealthTech Leader Relocates to State-of-the-Art Facility at 400 First Avenue

NEEDHAM, Mass.--(BUSINESS WIRE)--Advisor360°, a leading provider of integrated technology solutions for wealth management firms, has relocated its corporate headquarters to 400 First Avenue in Needham, Massachusetts. The 6-year lease for 83,516-square-feet of space across two floors was brokered by Christopher Decembrele of JLL Boston.

With 60% of Advisor360°’s 500-person workforce based in the new headquarters, the move reflects the company’s dynamic hybrid work model. The modern, open-concept space is designed to support employee engagement and growth as the company continues delivering best-in-class digital wealth management solutions.

“A strong culture is the foundation of a great company,” said Mike Fanning, CEO of Advisor360°. “Our new headquarters is designed to bring our teams together in a dynamic, collaborative space where they can thrive and do their best work.”

This move is the latest in a series of strategic growth initiatives for Advisor360°. Earlier in March, Advisor360° launched Tandem™, its first cloud-based CRM solution tailored for independent RIAs. In January, the company acquired Parrot AI, a Boston-area technology leader specializing in generative AI solutions for advisors.

400 First Avenue, built in 2015, is LEED Platinum Certified, and also serves as corporate headquarters for TripAdvisor. Employees will have access to elevated terraces, a 3,000-square-foot fitness center featuring Matrix and TechnoGym equipment, a 2,500-square-foot game room, and an on-site pub.

About Advisor360°

Advisor360° builds, integrates, and delivers technology for wealth management firms. The company’s award-winning integrated and open architecture SaaS platform, powered by AI-driven insights, 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 management and performance reporting, digital onboarding, contact management, financial planning, insurance, proposal generation, trading and model management, document management, analytics, client portal, 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 Needham, Massachusetts, with offices in Bengaluru, India; and remote workforces in Canada and Northern Ireland.