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2025 Connected Wealth Report 

The #1 reason advisors switch firms is the desire for better technology. 

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JP Nahmias

JP Nahmias is an experienced product executive specializing in scaling growth-stage software companies. With a track record of driving two successful exits, he brings expertise across product management, marketing, services, operations, and engineering. Before joining Advisor360°, JP led product management at DocFox, playing a key role in its growth and strategic direction. Following DocFox’s acquisition by nCino, a leading SaaS provider for the banking industry, he continued to drive innovation and business success. JP is passionate about building high-performing teams and turning complex challenges into actionable strategies that accelerate growth.

3 min read

Tandem by Advisor360°: Less Paperwork, More Personal Connections

Advisor360°’s 2025 Connected Wealth Report confirmed what we all suspected: technology will make or break your business. In fact, 86% of advisors said they would leave their firm in a heartbeat over...