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The leading end-to-end wealth management platform.

Enterprise services

Our team works to anticipate and surpass our clients’ expectations.


Merge our open, integrated platform and its solutions into your tech stack.

By solution

Solve your current pain points with our award-winning solutions.

By firm type

Increase automation with our modern wealth platform.

2024 Connected Wealth Report

92% of the advisors say they would switch firms over bad tech.

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Benefits and perks

Supporting our people at work and at home


Our people dedicate themselves to the creation and support of an extraordinary wealth management platform. We’re committed to supporting their physical, emotional, social, and financial well-being with comprehensive benefits that reward their dedication to the results they help us deliver.


Employee benefits

We offer a diverse benefits package that supports employee needs around healthcare, financial savings, and retirement.


benefits perks people

Employees choose from two Blue Cross Blue Shield plans. Our PPO plan features a national provider network, no referrals required, and a built-in HSA. Alternatively, our HMO Blue New England plan has a $0 deductible and covers providers in MA, NH, and select doctors in CT, RI, VT, and ME.


Employees with PPO plans can save more for retirement by investing in their health savings account. HSA dollars can pay for deductible costs and provide reimbursement for qualified expenses later. Unused dollars roll over year to year.

401(k) retirement plan

We match $0.50 for every dollar deferred, up to 10% of base salary deferred. Employees can choose pretax or Roth deferrals and have a wide range of investment options through Fidelity.

Short- and long-term disability

We offer both short- and long-term disability coverage at 66.67% of an employee’s salary. We pay 100% of this coverage.

Supplemental long-term disability

Supplemental long-term disability coverage works on top of our long-term disability coverage to replace an even higher percentage of income should an employee go onto long-term disability.

Education assistance

After six months of employment, we reimburse tuition for approved courses to an annual maximum of $5,250. 

Flexible vacation

Employees enjoy unlimited vacation days, taking as much leave as they need while still fulfilling their duties. Our policy includes a minimum number of days that employees must take each year. We also provide ten company holidays.

Life insurance

We provide life insurance equaling twice an employee's annual base salary to a maximum of $500,000. We pay the full premium.

Supplemental life insurance

Supplemental life insurance is available to a maximum of $1,000,000 and is adjustable by increments of $10,000. Deductions are paid by the employee and post-tax.


We offer vision coverage to defray some of the costs associated with purchasing glasses or contact lenses. We pay 50% of the premium for vision coverage.

Employee assistance program

Employees have access to confidential resources and referral services for personal health, legal, and financial matters to help balance family and work responsibilities.

Bonus plan

Employees participate in a bonus program designed to reward and encourage individual contributions to team success.

Unit appreciation rights (UARs)

Full-time employees are awarded UARs as a long-term compensation incentive. Our Board of Directors determines the size of awards and vesting schedule.

Auto, home, and pet insurance

Employees have access to discounts on auto, home, and pet insurance through Liberty Mutual.

Flexible spending account

Employees can elect to set aside funds on a pretax basis for qualifying healthcare, dependent care, transportation, and commuter parking needs.

Parental leave

We follow the guidelines of the Massachusetts Paid Family Medical Leave program through a private carrier. New parents qualify for additional internal coverage through the company after six months of employment. Parental leave includes both birth and adoptive parents.

Accident insurance

This voluntarily elected benefit pays for care provided after an accident. Employees can use the money to cover expenses such as deductibles, childcare, house cleaning, groceries, or utilities.

Critical illness insurance

Employees can elect to insure themselves with a lump-sum benefit if diagnosed with a covered disease or condition. Money under this plan can be used as employees choose; claims are not taxable as deductions are post-tax.


Employees can annually elect to enroll with MetLife Legal to access a national network of over 18,500 attorneys covering a wide number of specialties. Deductions are paid by the employee and post-tax.


Our national dental plan covers up to $2,000 of expenses and includes a $1,500 orthodontia benefit for all ages. We cover 50% of the premium.


Advisor360° is passionate about understanding our users and involving them through our design and development process as well as creating a continuous feedback cycle. At the end of the day, it’s all about the people. Our people taking the time to understand our clients is no different from a financial advisor taking the time to understand and design a financial plan to meet the needs and goals of their clients.

Andrew | Lead UX Strategist


It’s truly special to be part of a culture that’s focused on delivering top-notch products and first class service. We’ve already accomplished extraordinary things, but I foresee many more goals met, milestones reached, and peaks climbed because of the collective passion, ingenuity, and creativity that lives within the walls of Advisor360°.

Justin | Manager, CRM Data Engineering

Employee perks

Our on-site programs and amenities help employees achieve the most at work and in their personal lives.

Fitness Center
Free on-site fitness center
Referral Program
Employee referral bonus
Dress for your Day
Dress for your day
Stock Options
Unit appreciation rights
Flexible Vacation
Flexible work schedule
Rental Property
Vacation properties access
Linkedin Learning
LinkedIn Learning
Matching gifts
Matching gifts
Volunteer time off
Weekly bagel breakfast
401K Match
401(k) match