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Advisor360°

501-1000 employees·Needham, Massachusetts, United States·advisor360.com

Observed, not inferred · updated weekly

Buying intent

58 tracked signals | Top 15 topics are below | Engineering and Product are carrying most of it.

32signals · 30 days
41topics tracked
65.22%attributed to a team

Attention by team

LinkedIn activity, by team

Where Advisor360°'s own people are actually spending their attention, by team, by topic. Bands run Low to High against the busiest pairing on this page, and each cell also shows how much of that team's own activity it represents.

Artificial Intelligence
AI Agent Software
Agentic AI System
AI Governance
Open Source
Career Development
Engineering
High40% of team Engineering to Artificial Intelligence: High, 40% of this team's signals
Medium20% of team Engineering to AI Agent Software: Medium, 20% of this team's signals
Low10% of team Engineering to Agentic AI System: Low, 10% of this team's signals
Engineering to AI Governance: no signal
Medium20% of team Engineering to Open Source: Medium, 20% of this team's signals
Low10% of team Engineering to Career Development: Low, 10% of this team's signals
Product
Medium67% of team Product to Artificial Intelligence: Medium, 67% of this team's signals
Product to AI Agent Software: no signal
Low33% of team Product to Agentic AI System: Low, 33% of this team's signals
Product to AI Governance: no signal
Product to Open Source: no signal
Product to Career Development: no signal
Marketing
Low100% of team Marketing to Artificial Intelligence: Low, 100% of this team's signals
Marketing to AI Agent Software: no signal
Marketing to Agentic AI System: no signal
Marketing to AI Governance: no signal
Marketing to Open Source: no signal
Marketing to Career Development: no signal
Support
Support to Artificial Intelligence: no signal
Support to AI Agent Software: no signal
Support to Agentic AI System: no signal
Support to AI Governance: no signal
Support to Open Source: no signal
Low100% of team Support to Career Development: Low, 100% of this team's signals
Others
High50% of team Others to Artificial Intelligence: High, 50% of this team's signals
Low13% of team Others to AI Agent Software: Low, 13% of this team's signals
Low13% of team Others to Agentic AI System: Low, 13% of this team's signals
Medium25% of team Others to AI Governance: Medium, 25% of this team's signals
Others to Open Source: no signal
Others to Career Development: no signal
LowMediumHigh·  banded against the busiest pairing on this page

Topics being researched

30-day window

Every tracked topic, ranked by volume, not by our guess at what matters. Confidence is the classifier's own certainty that a signal belongs where we've filed it.

Artificial Intelligence
LinkedIn
High volume
96%
last
12d ago
AI Agent Software
LinkedIn
Low volume
95%
last
12d ago
Agentic AI System
LinkedIn
Low volume
98%
last
12d ago
AI Governance
LinkedIn
Low volume
98%
last
12d ago
Open Source
LinkedIn
Low volume
98%
last
18d ago
Career Development
LinkedIn
Low volume
98%
last
11d ago
Data Analytics
LinkedIn
Low volume
96%
last
12d ago
Network Automation
LinkedIn
Low volume
98%
last
25d ago
Human Resources Manager
LinkedIn
Low volume
98%
last
16d ago
AT&T
LinkedIn
Low volume
92%
last
19d ago
Product Management
LinkedIn
Low volume
98%
last
21d ago
Wealth Management
LinkedIn
Low volume
92%
last
12d ago
Human Resources -> Employee Services
LinkedIn
Low volume
98%
last
22d ago
Advanced Analytics
LinkedIn
Low volume
98%
last
10d ago
Production Monitoring
LinkedIn
Low volume
96%
last
12d ago

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We track the full taxonomy across every account in the graph — including themes not shown on this page.

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Who's active at Advisor360°

verified title on file

Titles, seniority and topic straight from each person's own activity, with a LinkedIn link so you can check any of them yourself.

Others9 active
Data Scientist Iii
researching Data Analytics
in
Talent Partner (Recruitment, Admin & Operations)
researching Risk Assessment
in
President
researching Financial Planning
in
Manager, Accounting
researching Data Quality
in
Senior Principal Information Security Architect, AZ-305, SC-100, AZ-500, AZ-104, CCSK
Leadershipresearching AI Governance
in
HR Manager - Total Rewards and HR Operation
researching Human Resources -> Payroll and Compensation
in
Talent Partner and Operation Specialist - II
researching Human Resources Manager
in
Senior Accountant
researching Artificial Intelligence
in
Chief Product & Engineering Officer
Leadershipresearching Network Automation
in
Engineering5 active
Sr Software Engineer Mobile Applications
Senior ICresearching AI Agent Software
in
Chief Operating Officer
Executiveresearching Artificial Intelligence
in
VP, People and Talent
VPresearching Human Resources -> Employee Services
in
Software Engineer II
researching Career Development
in
VP, People and Talent
VPresearching Leadership Development
in
+ 4 more in Engineering
Product2 active
Group Product Leader, AI
researching Customer Relationship Management (CRM)
in
VP Product Management, AI, Data, and Analytics
researching Product Management
in
+ 2 more in Product
Sales1 active
Senior Sales Executive
researching Phone System
in
+ 1 more in Sales
Support1 active
Customer Success, Technical Manager
researching Career Development
in
+ 1 more in Support
Marketing1 active
VP, Product Marketing
VPresearching Artificial Intelligence
in
+ 1 more in Marketing

See everyone, not just the first 10

19 people across every department at Advisor360°, plus a LinkedIn profile link for each.

Primary products / business lines

LinkedIn company profile

Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage. Built around advisor growth and designed to scale, Advisor360° is the only platform architected to deliver business value across the full advisor experience. Powered by Wealth OS—our modern data and workflow engine—the platform removes daily friction and turns fragmented data into actionable int

New capability sought

Employee posts (LinkedIn)

Open Source

Top accounts researching Advisor360°

names withheld on the public page

These are companies whose own people brought up Advisor360° unprompted, not accounts we guessed might be interested. We can't yet tell an implementation partner from a genuine buyer here, names unlock along with the buyer profile below.

151,426 companies · 839,012 people are researching Artificial Intelligence

Advisor360°'s own team shows 11 signals on this topic. No one outside Advisor360° has been seen researching the company by name yet — so this is the market it sits in, not a list of its buyers.

  • AI Agent Software25,734 cos · 91,495 people
  • Agentic AI System32,339 cos · 130,942 people
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Buyer profile

company size · seniority

Company size and how senior the people involved are, the two things that decide whether this is a real deal. Competitor overlap isn't computed yet for this account.

Unlock the buyer profile

Company-size breakdown and buyer seniority mix for accounts researching Advisor360°.

Company size breakdown
Buyer seniority mix

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Buying committee functions

Employee job titles (LinkedIn)

Engineering — 4 people; HR / Talent — 4 people; Leadership — 2 people; Product — 2 people; Customer Success — 1 person; Data / Analytics — 1 person; Finance — 1 person; Sales — 1 person (+1 more)

What's been said

public posts mentioning Advisor360°

Up to 9 public excerpts naming Advisor360° from the past 365 days, across LinkedIn, Reddit, X, YouTube and other public sources.

LinkedIn

"Everything we do in technology serves the advisor-client relationship. That’s where the rubber meets the road." That’s Advisor360° 's Trevor Hicks speaking in our recent webinar, and it’s the kind of clarity that cuts through the noise. In his latest blog, Rob Bateman outlines the sharpest takeaways from the event: Advisor Experience: Knowing Your Value, Owning Your Workday. The discussion gets specific: what advisors are seeking from firms, how firms are responding, and why the advisor recruiting race is being won on technology. 👉 Read the full recap: https://gag.gl/KKEV7E Jason Diamond , Davis Janowski , Wealth Management

May 2026
LinkedIn

"Everything we do in technology serves the advisor-client relationship. That’s where the rubber meets the road." That’s Advisor360° 's Trevor Hicks speaking in our recent webinar, and it’s the kind of clarity that cuts through the noise. In his latest post, Rob Bateman breaks down the sharpest takeaways from the event: Advisor Experience: Knowing Your Value, Owning Your Workday. The discussion gets concrete: what advisors are asking from firms, how firms are replying, and why the advisor recruiting race is being won on technology. 👉 Read the full recap: https://gag.gl/KKEV7E Jason Diamond , Davis Janowski , Wealth Management

May 2026
LinkedIn

I’m happy to share that I’m starting a new position as Vice President, Engineering at Advisor360°!

Oct 2025

Leadership changes

Web / press

Advisor360° Appoints Milind Mehere as CEO to Lead Next Phase of AI-Native Growth; Advisor360° Names Milind Mehere CEO; Advisor360 Appoints New Chief Executive Officer | Built In Boston

M&A / partnership appetite

Web / press

Advisor360° Acquires Generative Artificial Intelligence Provider Parrot AI; Advisor360° Introduces Financial Planning to Enhance the Advisor Experience | Morningstar; Major Life Provider Selects Advisor360° as Backbone for New Wealth Technology

Regulatory exposure

Web / press

Advisor360 Gets a Handle on Shadow AI via Automation; Advisor360 pivoting from LPL as Commonwealth contract sunsets

About this data. Advisor360° (advisor360.com). Department attribution is 65.22%; remaining activity is grouped under Others. Updated 2026-10-03T14:00:03.490Z.

Not yet computedPer-team narrative summaries