Milind Mehere Named CEO of Advisor360

Milind Mehere

Advisor360 LLC, a technology solutions provider for wealth managers, announced Thursday the appointment of Milind Mehere as CEO. He succeeds Mike Fanning, who came out of retirement to serve as Advisor360’s CEO in May 2024 and who will continue as a strategic adviser.

The appointment of Mehere, who has a background in financial technology and artificial intelligence, is a “deliberate evolution” in Advisor360’s leadership, according to the announcement, as the company looks to create “AI-native growth” and a “more intelligent, automated and personalized adviser experience.”

Mehere co-founded the ad technology platform Yodle, which was acquired by Web.com in 2016 for $342 million. He then founded the private-market investing platform YieldStreet, now known as WillowWealth, and was its CEO for nine years. Most recently, Mehere founded AutonomyFinance.ai, an AI-native platform for financial advisers.

“We’re at an inflection point for how AI reshapes advice, advisory productivity and firm growth,” Mehere said in the announcement. “My goal is to help this team accelerate that transformation and build a platform that makes advisers smarter, faster and more competitive.”

Mehere has served on Advisor360’s board of directors since August 2024.

“We conducted an exhaustive search for a leader who combines technology vision, wealth tech expertise, and the operational instincts to scale a high-growth company. Milind is exactly that leader,” said Matt Deitch, an Advisor360 board member, in the announcement. “He … understands both the opportunity and the urgency and is joining a team with a strong foundation and a clear opportunity to win.”

In April, GWN Securities Inc., a broker/dealer and registered investment adviser, selected Advisor360’s AI-powered assistant, Parrot AI, as a tool for its whole network of financial professionals.