Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, is pleased to announce the appointment of Milind Mehere, founder and former CEO of YieldStreet, to its Board of Directors. An award-winning entrepreneur, Mehere has a track record of building large, scalable businesses and creating new product categories.
Mehere most recently served as CEO of the digital investment platform YieldStreet for nine years, growing it to a fintech unicorn with 500,000 members and over $5 billion in investments. He also co-founded Yodle, an ad technology platform for small- and medium-sized businesses, scaling it to more than $200 million in revenue and 1,400 employees, which led to its $342 million acquisition by Web.com in 2016. Mehere’s strategic vision has earned him numerous accolades, including being named a Finalist in 2023 for EY’s Entrepreneur of the Year. He is also an Innovation Fellow at Columbia University and an international keynote speaker.
“We are thrilled to have Milind join our Board as we continue to expand our offering and add new clients,” said Mike Fanning, CEO of Advisor360°. “Milind is an expert at growing companies and is passionate about leveraging technology to bring professional wealth management and investing guidance within reach of more individuals and families.”
Mehere’s appointment comes at a time of robust growth at Advisor360°. In addition to Mike Fanning assuming the role of CEO earlier this year, the company recently brought onboard Bank of America veteran Abbe Gálvez Cordón as Senior Vice President of Strategy & Corporate Development while continuing to evolve its award-winning Digital Onboarding platform and grow its client roster.
“I’m very excited about the cutting-edge work that Advisor360° is doing to transform the way financial advisors and firms work—and look forward to helping the company reach the next level,” said Mehere. “Advisor360° is at the forefront of AI innovation and data automation in wealth management. The company’s commitment to the end investor really comes through in how it serves clients.”
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