Merit Financial Advisors Approves Advisor360° as Supported Technology Platform, Expanding Advisor Choice and Enhancing Client Experience
ATLANTA, GA and NEEDHAM, MA—May 5, 2026—Merit Financial Advisors (“Merit”), a national wealth management firm supporting both the independent broker-dealer and RIA models, and Advisor360°TM , the only connected platform built around the complete advisor workday, today announced that Advisor360° has been approved as a supported technology platform for Merit advisors. The addition of Advisor360° to Merit’s technology ecosystem reflects the firm’s commitment to giving advisors meaningful choice in how they run their practices and deliver exceptional service to their clients.
For advisors already using Advisor360°, joining Merit means a seamless continuation of the technology experience they and their clients rely on every day—with no disruption to workflows, reporting, or the client relationship.
Merit’s national footprint, spanning more than 55 offices and more than 26,000 households served, is supported by a commitment to building the wealth management firm of the future. Central to that vision is ensuring advisors have access to best-in-class tools that eliminate friction, enhance productivity, and allow them to focus on what matters most: their clients.
Merit’s approval of Advisor360° is part of a broader strategy to ensure its platform supports advisors at every stage of their practice—whether they are building, scaling, or transitioning. By expanding technology choice, Merit enables advisors to operate efficiently, serve clients consistently, and grow with confidence.
“Great advisors deserve great tools. Approving Advisor360° reflects our commitment to giving advisors the freedom to work the way they work best—and to ensuring that when they join Merit, they and their clients feel at home from day one,” said Alexander W. Hansen, Chief Advisor Success Officer at Merit Financial Advisors.
Advisors joining Merit who are currently on the Advisor360° platform can continue using it without interruption. The client experience remains unchanged—the same portal, the same reporting, and the seamless service clients are accustomed to. Advisor360°’s open ecosystem, unified data model, and AI-native architecture give advisors the connected platform they need to run their practice their way.
“Advisor360°’s approval as a supported platform means advisors can bring their full practice—their workflows, their data, and their client relationships—without starting over. That continuity is what we’re built for,” said Jason Quinn, Chief Operating Officer at Advisor360°.
By selecting Advisor360° as a supported platform, Merit positions its advisor community to deliver personalized, client-first financial advice while operating with greater efficiency, consistency, and confidence.
About Merit Financial Advisors
Merit Financial Group, LLC, doing business as Merit Financial Advisors (“Merit”), is a national wealth management firm that supports both the independent broker-dealer and RIA models. Merit exists to enrich the lives of those they serve, and its mission is to revolutionize the client experience by building the wealth management firm of the future. Based in Atlanta, Georgia, Merit has over 55 offices throughout the U.S. and manages approximately $26.0 billion in assets as of March 31, 2026, including $18.63 billion in advisory assets, $2.89 billion in brokerage assets, $2.7 billion in employer plans, and $1.8 billion in ESOP assets. For more information, please visit www.meritfinancialadvisors.com. Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser.
About Advisor360°
Advisor360° is the autonomous financial platform for advisors, the only open ecosystem built around the complete advisor workday. Powered by a wealth operating system and a unified data fabric, Advisor360° gives advisors the freedom to choose how they specialize, where they affiliate, and what technology powers their practice, all on a single connected platform they own. Built AI-native from the ground up, Advisor360° weaves intelligence into every workflow, recommendation, and client interaction. With support for banking, wealth, and insurance on one platform, Advisor360° enables the holistic, personalized financial advice that modern clients expect—and the operational independence that modern advisors demand. To learn more, visit www.advisor360.com.
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