Advisor360°, LLC
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Advisor360°, LLC - overview
Established
2019
Location
Weston, MA, US
Primary Industry
Financial Services
About
Founded in 2019 and based in Massachusetts, US, Advisor360°, LLC operates as a provider of a software-as-a-service-based wealth management platform that primarily helps financial advisors and operations at wealth management firms by offering financial planning and reporting capabilities.
Primary Industry
Financial Services
Sub Industries
e-Financial, Accounting/Finance Software
Website
www.advisor360.com
Verticals
Cloud Computing, FinTech
Total Amount Raised
Subscriber access only
Advisor360°, LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Trade Sale | Completed | Agreement Express Inc. | - |
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