Advisor360° strengthens leadership team with two key Executive appointments. New leaders bolster company's focus on AI innovation, enterprise technology and customer success as Advisor360° executes its next phase of growth. October 28, 2026 08:00 ET | Source: Advisor360 NEEDHAM, Mass., Oct. 28, 2026 (GLOBE NEWSWIRE) - Advisor360°(TM), the Autonomous Financial Platform(TM) for advisors, today announced two senior leadership appointments that further strengthen the company's ability to execute on its strategic vision and capitalize on new opportunities across wealth management technology. Hrishi Dixit has joined Advisor360° as Chief Technology Officer, Agentic Innovation, and Russ Hughey as Vice President, Customer Success. Together, the appointments add deep experience across technology, artificial intelligence, infrastructure, security and client relationships as Advisor360° continues to invest in the capabilities that will drive its next phase of growth. "These appointments reflect where we are taking Advisor360° and the capabilities we believe will matter most as wealth management enters a new era of technology and innovation," said Milind Mehere, Chief Executive Officer of Advisor360°. "Hrishi and Russ bring experience building technology businesses, modernizing platforms and working directly with financial institutions and advisors. They strengthen an already experienced leadership team and will play important roles as we execute our strategy and build for the opportunities ahead." Dixit is a technology entrepreneur and engineering leader with more than 30 years of experience building and scaling software platforms, technology organizations and fintech businesses. Most recently, he co-founded Autonomy Finance, where he served as Chief Technology Officer, helping build an AI-native platform for financial advisors. Previously, he was the founding CTO of Yieldstreet (now Willow Wealth), leading the development and evolution of its technology platform for nearly a decade. Earlier, he served as founding CTO of LearnVest, helping build the company from its earliest stages through its acquisition by Northwestern Mutual. At Advisor360°, Dixit leads technology strategy and the development of AI-native products and capabilities designed to transform how advisors work. Hughey brings extensive experience in customer success, account management and strategic relationships across wealth management and financial technology. His career has included senior client and relationship management roles at firms including First Rate, InvestEdge, Vestmark, Advent Software and Charles River Development. At Advisor360°, Hughey will focus on customer success and strategic client relationships as the company continues to deepen its partnerships with wealth management firms. The appointments come as Advisor360° continues to reshape the company around a strategy focused on innovation, emerging technologies and the evolving needs of wealth management firms and their advisors. The company is investing in AI-native capabilities while continuing to strengthen the technology, security and client experience that underpin its platform. ABOUT ADVISOR360° Advisor360° is the Autonomous Financial Platform(TM) for advisors, the only experience built around the complete advisor workday. Powered by a wealth operating system and a Unified Data Fabric(R), 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. Advisor360° weaves intelligence into every workflow, recommendation and client interaction. With support for wealth, insurance and banking on one platform, Advisor360° enables the holistic, personalized financial advice that modern clients expect, and the operational independence that modern advisors demand.

Advisor360° wins 2026 Wealth Management Industry Award for Practice Intelligence. Recognized for turning fragmented practice data into actionable intelligence. September 22, 2026 09:10 ET | Source: Advisor360 NEEDHAM, Mass., Sept. 22, 2026 (GLOBE NEWSWIRE) - Advisor360°(TM), the Autonomous Financial Platform(TM) for advisors, today announced that its Practice Intelligence solution has won a 2026 Wealth Management Industry Award ("the Wealthies") in the Technology Provider / Advisor Intelligence Platforms category. Introduced in 2025, Practice Intelligence transforms how advisors engage with their data. Instead of navigating dozens of static reports across disconnected systems, advisors operate from a single, dynamic workspace that brings clients, households, accounts, positions, transactions, insurance, and activity data together in real time. Advisors can filter, segment, and analyze their entire book of business on demand, moving from static, retrospective reporting to proactive decision-making. The capability reduces the time advisors spend navigating reporting systems by roughly 25%, saving about 10 minutes on a typical practice reporting workflow. That gain holds even when the underlying analysis spans millions of rows, so performance does not degrade as book size grows. "Practice Intelligence was built around a simple idea: Advisors shouldn't have to search across systems and reports to understand what is happening in their business, the intelligence should come to them," said Milind Mehere, Chief Executive Officer of Advisor360°. "Winning in this category in the most competitive year in the program's history is meaningful recognition of the work our teams are doing to connect trusted data, surface opportunities earlier, and embed intelligence directly into the advisor workday." Practice Intelligence surfaces risks and opportunities across a practice, including uninvested cash, clients reaching required minimum distribution age, missing beneficiaries, insurance policy expirations, and opportunities to deepen client relationships. The award reflects Advisor360°'s ongoing investment in embedding intelligence across its platform. Recent additions include Client Intelligence, an AI-powered reporting agent that summarizes a client's financial picture and suggests next steps, and enhancements to ViDA(R), Advisor360°'s suite of AI agents and skills. Meeting Prep, the company's agentic AI capability introduced in July, reduces pre-meeting preparation time by 60% while helping surface insights that manual preparation can overlook. Underpinning these capabilities is Advisor360°'s Unified Data Fabric(R), which brings reconciled data together across the client and household relationship to create a consistent foundation for reporting, analytics, and AI. Advisor Intelligence Platforms was among the new categories introduced for 2026 to recognize emerging priorities shaping the future of financial advice. This year's Wealthies set a record with 1,392 nominations from 508 unique companies. More than 600 industry executives and team members attended the awards ceremony in New York City on September 10. 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(R), 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. 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. ABOUT THE WEALTH MANAGEMENT INDUSTRY AWARDS Now in its 12th year, the Wealth Management Industry Awards recognize outstanding achievements by companies, organizations, and individuals that support financial advisor success. Produced by the Wealth Management Group at Informa, the program honors achievement across technology, asset management, practice management, client service, marketing, leadership, and advisor support. ABOUT WEALTH MANAGEMENT Wealth Management, an Informa business, provides financial professionals with trusted news, research, events, and insights to help them build stronger relationships, improve their practices, and grow their businesses.

Advisor360° has opened a New York City office at 276 Fifth Avenue, establishing a technology and sales hub in the financial services sector. The office will serve as a collaborative workspace for the company's technology and sales teams to work on product innovation, meet with clients, and host partners. "Being in New York puts us closer to customers, firms and industry leaders shaping the future of wealth management," said Milind Mehere, chief executive officer at Advisor360°. The new hub complements Advisor360°'s corporate headquarters in Needham, Massachusetts, and its office in Bangalore, India. The company provides a financial platform for advisors and continues to expand its technology and commercial organisations.