{"id":460482,"date":"2026-06-04T10:50:09","date_gmt":"2026-06-04T10:50:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/460482\/"},"modified":"2026-06-04T10:50:09","modified_gmt":"2026-06-04T10:50:09","slug":"advisor360-names-milind-mehere-ceo","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/460482\/","title":{"rendered":"Advisor360\u00b0 Names Milind Mehere CEO"},"content":{"rendered":"

All-in-one advisory platform Advisor360\u00b0 has announced the appointment of Milind Mehere as chief executive officer.<\/p>\n

The fintech entrepreneur, who has served on the company\u2019s board of directors for the last two years, has a long track record of building companies, including, of late, one focused on artificial intelligence.\u00a0<\/p>\n

Mehere succeeds Mike Fanning, the longtime MassMutual chief<\/a> who came out of retirement two years ago to assume the CEO role. He will remain with the firm as a strategic advisor.<\/p>\n

\u201cThe next generation of wealthtech will not be defined by who has the most features,\u201d said Mehere. \u201cIt will be about who has the best data and can enrich the workflows of the advisors with highly personalized, prioritized client insights at the right time and do so at scale,\u201d he said.\u00a0<\/p>\n

Prior to his arrival, he noted that Advisor360\u00b0 has been deeply at work building the foundation to deliver on that prediction.<\/p>\n

Related:Dispatch Launches Advisor Transitions Software<\/a><\/p>\n

In December, the company announced an artificial intelligence-native platform rewrite, the Advisor360\u00b0 Wealth Operating System,<\/a> allowing its deployment to teams or firms of any size to run on a single data foundation and power workflows, which in turn allows for easier integration of an advisory firm\u2019s preferred third-party applications, as well as a foundation for the use of agentic AI.<\/p>\n

In January 2025, the company announced the acquisition of Parrot A.I.<\/a> and its engineering team, which, within a little over a year, had been thoroughly integrated into Advisor360\u00b0\u2019s core offerings and rolled out across the platform and to clients, including MassMutual and GWN Securities<\/a>.\u00a0<\/p>\n

In bringing Mehere into the CEO role, the company sought a founder who had built AI-native financial platforms and who understands how to scale businesses in that space.<\/p>\n

\u201cIf you look at my background, I\u2019m not someone who was on the job market seeking a CEO role, but I\u2019m excited at the promise of Advisor360\u00b0, and I feel strongly that we are skilled, and while we may not be as big as some of the biggest firms, we have great data, a strong balance sheet and are profitable,\u201d he said.<\/p>\n

\u201cAnd if I don\u2019t want to I don\u2019t have to think about the runway\u2014we have enough runway\u2014we are well capitalized … that gives us an edge over the companies, especially startups, that are going to have to raise money every six months,\u201d said Mehere in an attempt to address some of the concerns raised last week<\/a> regarding LPL moving a significant number of former Commonwealth advisors off Advisor360\u00b0 and onto its own ClientWorks system later in the year.<\/p>\n

Related:Advisors Are Hungry for Transformative Tech<\/a><\/p>\n

He added that, with more than 10,000 advisors on the platform working with almost 2 million households, the company has significant data to help it continue to build new offerings through its connected data model, built on software designed from the start to support large enterprises at scale.<\/p>\n

Mehere\u2019s most recent company, AutonomyFinance.ai, which focuses on using AI to automate wealth management, will be taken over entirely by his co-founders as he steps into the new role, he said.<\/p>\n

Prior to that, he founded and served as CEO of the private-market investing platform YieldStreet (now WillowWealth) for nine years. That endeavor, he said, grew out of his own frustrations as a younger tech entrepreneur, who, despite his success, had been unable to meet the minimum access requirements to invest in the private markets.<\/p>\n

Pre-dating these was his founding of the ad-technology platform Yodle, which grew to more than $200 million in revenue and 1,400 employees, and was later acquired by Web.com for $342 million in 2016.<\/p>\n

\u201cThis new role blends all my backgrounds together,\u201d he said<\/p>\n

\u201cAnd I\u2019m really looking forward to helping formulate the AI roadmap for Advisor360\u00b0, which again, thanks to its wealth of proprietary data, is in an advantageous position to build out truly agentic AI,\u201d said Mehere.<\/p>\n

Related:Envestnet CEO Todd Says Firm is 40% Through 2026 Hiring Push<\/a><\/p>\n

\u201cAfter all, when we ask, \u2018what is AI native, what does it mean?\u2019 the answer is not that it is just a wrapper on an LLM, that\u2019s why so many companies are making big partnerships: they need data,\u201d he said.<\/p>\n","protected":false},"excerpt":{"rendered":"All-in-one advisory platform Advisor360\u00b0 has announced the appointment of Milind Mehere as chief executive officer. The fintech entrepreneur,…\n","protected":false},"author":2,"featured_media":460483,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[138,246,111,139,69,244,245],"class_list":["post-460482","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-new-zealand","tag-newzealand","tag-nz","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/460482","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=460482"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/460482\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/460483"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=460482"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=460482"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=460482"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}