Advisor360°, a fintech platform based in Needham, announced the appointment of its new chief executive officer. Milind Mehere, who has entrepreneurial experience scaling AI-native financial platforms, joins the company to lead it through its next phase of growth.
Prior to joining Advisor360°, Mehere founded AutonomyFinance.ai, an AI-native platform working to provide a layer of intelligence to financial advisors. Before his tenure there, he co-founded and scaled adtech platform, Yodle, and he founded the private-market investing platform currently known as WillowWealth. Mehere succeeds Mike Fanning in the role of Advisor360’s CEO.
“Advisor360° has built what most companies are still trying to assemble: scaled enterprise software, a connected data model, deep advisor workflows and a profitable business serving nearly 2 million households and 10,000 advisors. That’s a powerful foundation for building applied AI in wealth management,” Mehere said in a statement. “We’re at an inflection point for how AI reshapes advice, advisory productivity, and firm growth. My goal is to help this team accelerate that transformation and build a platform that makes advisors smarter, faster and more competitive.”
