Advisor360° Tech Stack

AI-native wealth management platform for advisors and broker-dealers

Financial Services Needham, Massachusetts 501–1,000 employees Privately Held

Advisor360° operates a wealth management platform serving advisors, RIAs, and broker-dealers, built on a modern .NET/C#/SQL stack with Python and TypeScript support. The company is actively migrating away from .NET Framework and hiring heavily into engineering (18 open roles) alongside steady sales velocity, while running parallel work streams on AI services, enterprise onboarding, and acquisition integration—pointing to a platform consolidation strategy amid significant technical debt modernization.

Tech Stack 55 technologies

Core StackGoogle Ads C# ASP.NET Angular TypeScript Python VMware JavaScript Ruby PHP Linux HubSpot Salesforce Zoom Selenium LinkedIn SQL VB.NET MVC Web API NET Core .NET Framework Entity Framework Core REST API PowerShell Perl Groovy Bash Windows Outreach+25 more

Replacing.NET Framework

What Advisor360° Is Building

◆Challenges

Integration into enterprise ecosystems
Modernizing technology and scaling operations
Automating systems in hybrid-cloud environment
Delivering timely accurate data
Reducing customer-impacting issues
Acquisition integration
Unlocking platform value
Building marketing motion
Minimal infrastructure
Legacy code modernization

▲Active Projects

Automation frameworks for long-term initiatives
Maintain and evolve critical data estate
Ai services framework
Enterprise onboarding methodologies
Paid acquisition campaigns
Organic growth via seo & content marketing
Trial conversion efforts
Corporate development strategy
Integration planning of acquired companies
Financial planning offering

Hiring Activity

Steady40 roles · 15 in 30d

Department

Engineering

Sales

Marketing

Support

Product

Executive

Finance

Legal

Seniority

Senior

Manager

Mid

Director

Junior

Lead

Principal

Company intelligence

Find more companies like Advisor360° by tech stack, pain points and active projects

Get started free

About Advisor360°

Advisor360° provides a wealth management platform called Advisor360° that connects advisors, client data, and business workflows into a single experience. The platform serves firms ranging from independent advisors to enterprise broker-dealers and RIAs, managing approximately two million households with $1 trillion in assets. The company is headquartered in Needham, Massachusetts and operates between 501–1,000 employees across the United States and India. Core operations span platform engineering, customer acquisition, and integration support for acquired companies and third-party ecosystems.

HeadquartersNeedham, Massachusetts

Company Size501–1,000 employees

Hiring MarketsUnited States, India

Frequently Asked Questions

What tech stack does Advisor360° use?

C#, ASP.NET, .NET Core, SQL, Entity Framework Core, Angular, TypeScript, Python, and REST APIs. The company is phasing out .NET Framework in favor of .NET Core and actively developing AI services components.