Advisor360° Names Eric Esfahanian Vice President of Enterprise Sales

Company continues strategic expansion to address industry demand

WESTON, Mass.–(BUSINESS WIRE)–#Advisor360Advisor360°, a Software as a Service (SaaS) provider of integrated technology for the wealth management industry, today announced the continued expansion of its national Go-To-Market team with the appointment of Eric Esfahanian as Vice President of Enterprise Sales. He will bring Advisor360°’s Unified Data Fabric™ and integrated software offerings to broker-dealers and wealth management firms that need to transform legacy enterprise technology.


Esfahanian brings a broad range of experience in building and leading high performing sales teams in the SaaS space. Most recently he served as Chief Revenue Officer at Heretto, the early-stage content operations provider, where he helped the company achieve record annual recurring revenue growth by targeting high-tech manufacturers and large financial services firms.

“I am thrilled to have Eric’s expertise on our team as we receive, process and standardize data to power wealth management technology stacks with our platform,” said Chris Ollendike, Senior Vice President and Head of Sales at Advisor360°. “The wealth management sector is clamoring for technology proven at scale to improve advisor productivity. The significant growth of our team over the past 12 months is a direct response to the industry’s need for our offering.”

Prior to Heretto, Esfahanian spent nearly a decade at Gryphon Networks, a leading analytics and compliance provider. Most recently as Chief Revenue Officer, his go-to-market strategy of targeting large enterprises resulted in double-digit revenue gains and a tripling of EBITDA. His team’s efforts also resulted in new business from companies such as Goldman Sachs, Axa, Allstate, Citi, Santander, New York Life and BMO. Esfahanian has also held sales leadership positions at PowerPhone, MicroStrategy and HP Software. He earned his B.A. from Boston College and his M.B.A. in entrepreneurship from the F.W. Olin Graduate School of Business at Babson College.

Esfahanian’s appointment comes on the heels of the additions of Brian Gruttadauria as Vice President of Operations & Quality and Saša Zorović as Chief Financial Officer.

Advisor360° is proven to deliver productivity gains to tens of thousands of advisors, whether that’s through account openings in as few as 90 seconds using Digital Onboarding, running multiple reports simultaneously in seconds instead of hours with 1-Click Reviews®, or exporting data directly into a preferred third-party CRM or planning tool in a single click. On average, 9,667 1-Click reports are run per day using the Advisor360° platform.

“This is the perfect time to make investments in our Go-To-Market team as we begin to tap new markets and offer new capabilities,” said Rich Napolitano, Chief Executive Officer of Advisor360°. “Eric will play a key role in executing our go-to-market strategy by helping new clients transition away from legacy enterprise technology.”

About Advisor360°

Based in Weston, Massachusetts, Advisor360° is a Software as a Service (SaaS) provider that builds, integrates and delivers technology for wealth management firms. The company’s proprietary Unified Data Fabric™ (UDF) synthesizes complex and disparate data streams into one platform for a highly sophisticated wealth planning solution. Today, 3 million households with $1 trillion in assets under advisement benefit from the integrated Advisor360° experience. Whether the enterprise back office, the client-facing advisor or the individual investor, Advisor360° brings clarity to all stakeholders seeking a holistic approach to managing household wealth. Advisor360° launched as an independent company in 2019 and was named the second largest fintech company in Massachusetts by The Boston Business Journal in 2021. To learn more, visit www.advisor360.com.

Contacts

Alyson Nikulicz

ERS Services

201/755-4116

alyson.nikulicz@ersservices.net