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By solution

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

By firm type

Increase automation with our modern wealth platform.

Product

The leading end-to-end wealth management platform.

Enterprise services

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

Ecosystem

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

2024 Connected Wealth Report

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

Read the latest report

Media inquiries

We’ve enhanced our brand to reflect our commitment to employees, partners, and customers. Here you can access a gallery of downloadable images, including our logo and usage guidelines, executive photos, and images of our workspace.

Press inquiries

We routinely share stories about digital transformation and our WealthTech platform advancements. If you’re a media member interested in inquiring about leadership interview availability, get in touch.

Advisor360 logo

Our logos and guidelines

Here you’ll find our latest brand assets and logos, complete with primary and secondary logo treatments and general usage guidelines.

Executive image gallery

Download our executives’ updated photos along with rules on using images across media formats. Contact us for access to executive photos not featured in the gallery.

Alex Cunningham


Alex Cunningham
SVP, Chief Information Security Officer

Jed Maczuba


Jed Maczuba
SVP, Chief Technology Officer

Office image gallery

Located at 133 Boston Post Road in Weston, Massachusetts, ours is a modern open-space environment where employees thrive, featuring hang-out spaces, collaboration rooms, and our own pub for Thursday and Friday socials.