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Enterprise Wealth Technology Veteran Jeff Schwantz Joins Advisor360° as Chief Revenue Officer

WESTON, Mass. – August 17, 2023 – Advisor360°, a leading provider of software for enterprise wealth management firms, is bolstering its go-to-market capabilities with the addition of Jeff Schwantz as Chief Revenue Officer. In this newly created role, Schwantz will steer Advisor360°’s revenue generation strategy, including overseeing sales and marketing.

“Jeff is an established leader with a track record of collaborating with wealth management firms and guiding their technology choices for advisors. His arrival comes at a pivotal juncture as we scale to meet demand,” said Rich Napolitano, CEO of Advisor360°. “Since our inception, our team of now over 800 professionals has consistently delivered and supported innovative technology solutions that solve for firms’ greatest challenges. I am thrilled to welcome Jeff on board for the next chapter in our journey.”

Schwantz brings with him over 24 years of financial services expertise, with a strong focus on leveraging technology to enhance the end-user experience for financial advisors. Prior to joining Advisor360°, he held various significant roles at Morningstar, including serving as the Global Head of Client Solutions and Channel Partnerships. He also acted as the General Manager and Global Head of the Advisor Client Experience (ACE) team, spearheading the software business catering to enterprise wealth management firms, which in turn served over 180,000 advisors in the U.S. and Canada. Schwantz has an extensive background in leadership, having led eMoney's Enterprise Sales, Relationship Management, and Strategic Partnerships teams, as well as holding senior client relationship positions at BNY Mellon Pershing, Allstate, and Wells Fargo.

Advisor360° is rapidly introducing groundbreaking enterprise software, showcasing its commitment to delivering solutions that empower advisors," said Schwantz. "I look forward to collaborating with our broker-dealer, RIA, and clearing firm clients and driving better business outcomes for the enterprises we serve."

The appointment of Schwantz follows the recent addition of Mat Mathews, an enterprise software veteran and former General Manager at Amazon/AWS, who joined as Senior Vice President, Product at Advisor360°. These strategic additions underscore Advisor360°'s dedication to driving innovation and value in the wealth management industry.

Schwantz reports directly to Advisor360°’s Chief Executive Officer, Rich Napolitano. Reporting to Schwantz are Chris Ollendike, Senior Vice President of Sales; Cynthia Stephens, Vice President of Marketing; and Eric Esfahanian, Vice President of Sales.

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; Belfast, Northern Ireland; and a remote workforce in Canada. Today, three million households with $1 trillion in assets benefit from the connected Advisor360° experience. To learn more, visit

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