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Solve your current pain points with our award-winning solutions.

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Increase automation with our modern wealth platform.

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The leading end-to-end wealth management platform.

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Our team works to anticipate and surpass our clients’ expectations.

Ecosystem

Merge our open, integrated platform and its solutions into your tech stack.

Insights
2025 Connected Wealth Report 

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

Read the latest report

Our leadership

Industry-tested. Passionate. Driven. Meet the leaders behind Advisor360°.
Mike Fanning
Michael R. Fanning
Chief Executive Officer

Prior to leading Advisor360°, Mike Fanning was Head of MassMutual U.S. Throughout Mike’s 37-year career he has held pivotal roles shaping technology strategies, driving digital transformation, and championing innovation in wealth management. He is a graduate of Brown University with degrees in Economics and Organizational Behavior and Management. 

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Darren Tedesco
President

Darren is one of Advisor360°’s founders and is responsible for guiding the vision of the platform, technology strategy, and company direction. He began his career at Commonwealth Financial Network in 1994, starting as a member of the finance team and transitioning to the company’s newly formed technology department in 2000, where he became Managing Principal of Innovation and Strategy. Darren received his MBA from Bryant University and holds a B.S. from the University of Connecticut.

Jason Leadership

Jason Quinn

CHIEF Financial OFFICER and Chief Operating Officer

Jason oversees Advisor360°'s financial operations and operational strategies. Before joining Advisor360° in January 2024, Jason was the CFO and COO at Vendr, leading the company's go-to-market and operational functions. Prior to Vendr, Jason held significant roles in high-growth companies. He was the Senior Vice President of Finance at DataRobot, managing strategic and operational aspects of finance, business development, strategic partnerships, and corporate development. At DraftKings Inc., Jason served as Head of Finance, playing a pivotal role in scaling the company through challenging periods and leading to its IPO. Jason has a BS from Bentley University.

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Abbe Gálvez Cordón
SVP, Strategy and Corporate Development

Abbe Gálvez Cordón leads our development activities, identifying new business opportunities and potential acquisitions while driving innovation and guiding the company through the strategic planning process. Abbe joins with extensive experience, most recently serving as Managing Director, Head of Wealth and WealthTech Investment Banking at Bank of America, and previously COO of U.S. Trust.

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Mat Mathews
Chief Product and Engineering Officer

Mat Mathews oversees and supports the entire product lifecycle, including product management, user experience, R&D, data management, operations, and innovation lab. Prior to Advisor360°, Mat was the GM of the AWS Transfer Family at Amazon Web Services. Mat is skilled in complex technology markets and focused on distilling strategies into compelling stories and driving action by building and motivating high-performance teams. He earned his undergraduate degree in computer systems engineering at UMass Amherst.

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Dave Parenti

SVP, Client Operations & Services

Dave leads the continuous enhancement of Advisor360°’s client services, encompassing service & support, onboarding, and professional services. With over two decades of industry experience, his journey at Advisor360° has spanned leadership positions in operations, engineering, and most recently as Chief of Staff to the CEO. Before joining Advisor360°, Dave's career included roles in engineering, M&A, and venture investment at leading enterprise software companies. He earned his B.S. in computer science from Rensselaer Polytechnic Institute.

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Dena Upton

CHIEF PEOPLE OFFICER

Dena brings over 25 years of experience in people leadership to Advisor360°, having held roles at some of the most respected companies in the technology and financial services sectors. Previously Head of People at Dandy, and Chief People Officer at Drift, her expertise in building high-performing teams, driving organizational transformation, and fostering inclusive work environments will be instrumental as Advisor360° scales to meet the evolving needs of its clients and people. Dena has a B.S. in business from Wake Forest University.

Board of Directors
Mike_Fanning
Michael R. Fanning
Chief of the Board and Chief Executive Officer of Advisor360°

Prior to leading Advisor360°, Mike Fanning was Head of MassMutual U.S. Throughout Mike’s 37-year career he has held pivotal roles shaping technology strategies, driving digital transformation, and championing innovation in wealth management. He is a graduate of Brown University with degrees in Economics and Organizational Behavior and Management. 

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Bob Davis
Managing Director Highland Capital Partners

Since 2001, Bob Davis has been a General Partner at Highland Capital Partners, focusing on consumer and enterprise technology. Bob was the Founder of Lycos and, since its inception in 1995, served as its President and Chief Executive Officer. Under his guidance, the company became the most visited online destination in the world and the fastest IPO from inception to offering in Nasdaq history. Bob has been inducted into the Academy of Distinguished Entrepreneurs and received the Massachusetts Interactive Media Council’s Lifetime Achievement Award.

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Matt Deitch
Financial Industry Executive

Matt serves as a Board Member for Advisor360° and the Elevate Prize Foundation. Previously, Matt was a strategy consultant at BCG, specializing in consumer (CPG) and digital strategy.

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William Green
Former Chairman and Chief Executive Officer of Accenture

William “Bill” Green is the retired Executive Chairman and former Chief Executive Officer of Accenture, a global management consulting firm. During his term as CEO, from September 2004 to December 2010, Accenture doubled its revenue and workforce while expanding its global footprint. He received a BS in economics, an MBA, and an honorary Doctor of Laws from Babson College.

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Milind Mehere

Founder and Senior Advisor of Yieldstreet

Milind Mehere is an award-winning entrepreneur and the founder of Yieldstreet, where he served as CEO for nine years, growing it to a fintech unicorn with 500,000 members and over $5 billion in investments. Previously, he co-founded Yodle, scaling it to $200+ million in revenue and 1,400 employees, leading to its acquisition for $342 million. Milind’s strategic vision has earned him accolades, including EY’s Entrepreneur of the Year Finalist, and his companies have been featured seven times on the Inc. 500 list. He is also an Innovation Fellow at Columbia University and an international keynote speaker.

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Darren Tedesco
President and Founder of Advisor360º

Darren is one of Advisor360°’s founders and is responsible for guiding the vision of the platform, technology strategy, and company direction. Darren began his career at Commonwealth Financial Network in 1994, starting as a member of the finance team and transitioning to the company’s newly formed technology department in 2000, where he became Managing Principal of Innovation and Strategy.