Advisor360° Appoints Milind Mehere as CEO to Lead AI Strategy
Advisor360°, a wealth management platform serving 10,000 advisors and nearly 2 million households, appointed Milind Mehere as chief executive officer. Mehere, a fintech entrepreneur who previously founded AutonomyFinance.ai, takes over from Mike Fanning, who guided the company through a transition period and will remain as a strategic advisor.
The appointment signals the company's shift toward artificial intelligence and product expansion. Mehere has spent his career building and scaling technology companies, including Yodle, which sold to Web.com for $342 million in 2016, and Yieldstreet, where he served as CEO for nine years.
Foundation for AI Expansion
Advisor360° operates a profitable business with an established platform, connected data model, and deep advisor workflows already in place. The company said this foundation positions it to expand AI capabilities across wealth management, advisory productivity, and firm operations.
Mehere joins from Advisor360°'s board, where he served for two years. His most recent venture, AutonomyFinance.ai, developed an AI intelligence layer for financial advisors using client data and agentic AI to deliver personalized advice-work directly relevant to Advisor360°'s roadmap.
Board member Matt Deitch said the company conducted an exhaustive search for a leader with technology vision, wealthtech expertise, and operational experience scaling high-growth companies. "Milind is exactly that leader," Deitch said.
What Mehere Plans
Mehere said Advisor360° has assembled what most companies are still trying to build: scaled enterprise software, a connected data model, deep advisor workflows, and a profitable business. "We're at an inflection point for how AI reshapes advice, advisory productivity, and firm growth," he said.
His goal is to accelerate the transformation and build a platform that makes advisors smarter, faster, and more competitive.
For executives and strategy professionals overseeing similar transitions, this appointment reflects a broader shift in financial technology toward AI-native leadership. AI for Executives & Strategy and AI for Finance provide resources for understanding how AI reshapes advisory and wealth management operations.
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