Advisor360° Moves Headquarters to Needham, Massachusetts

WealthTech Leader Relocates to State-of-the-Art Facility at 400 First Avenue
BusinessWireMarch 19, 20253 min

Advisor360°, a leading provider of integrated technology solutions for wealth management firms, has relocated its corporate headquarters to 400 First Avenue in Needham, Massachusetts. The 6-year lease for 83,516-square-feet of space across two floors was brokered by Christopher Decembrele of JLL Boston.

With 60% of Advisor360°’s 500-person workforce based in the new headquarters, the move reflects the company’s dynamic hybrid work model. The modern, open-concept space is designed to support employee engagement and growth as the company continues delivering best-in-class digital wealth management solutions.

“A strong culture is the foundation of a great company,” said Mike Fanning, CEO of Advisor360°. “Our new headquarters is designed to bring our teams together in a dynamic, collaborative space where they can thrive and do their best work.”

This move is the latest in a series of strategic growth initiatives for Advisor360°. Earlier in March, Advisor360° launched Tandem™, its first cloud-based CRM solution tailored for independent RIAs. In January, the company acquired Parrot AI, a Boston-area technology leader specializing in generative AI solutions for advisors.

400 First Avenue, built in 2015, is LEED Platinum Certified, and also serves as corporate headquarters for TripAdvisor. Employees will have access to elevated terraces, a 3,000-square-foot fitness center featuring Matrix and TechnoGym equipment, a 2,500-square-foot game room, and an on-site pub.

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