Advisor360° Welcomes CEO, Nestimate Hires Former Allianz Exec
Advisor360° has appointed Milind Mehere as chief executive officer. A fintech entrepreneur with a track record of building companies from category creation to scale, Mehere steps into the role as Advisor360° enters its next era of AI-native growth.
Mehere succeeds Mike Fanning, who came out of retirement to guide Advisor360° through a period of strategic transition. Under Fanning’s leadership, the platform was strengthened and the team’s momentum accelerated. Fanning will remain engaged as a strategic advisor, ensuring continuity through the transition.
“Advisor360° has built what most companies are still trying to assemble: scaled enterprise software, a connected data model, deep advisor workflows, and a profitable business serving nearly 2 million households and 10,000 advisors. That’s a powerful foundation for building applied AI in wealth management. We’re at an inflection point for how AI reshapes advice, advisory productivity, and firm growth. My goal is to help this team accelerate that transformation and build a platform that makes advisors smarter, faster, and more competitive,” said Mehere.
Mehere co-founded Yodle, an ad-technology platform, and scaled it to more than $200 million in revenue and 1,400 employees before its $342 million acquisition by Web.com in 2016. He then founded and was the CEO of YieldStreet (now WillowWealth), a leading private-market investing platform, for nine years. Most recently, Mehere founded AutonomyFinance.ai, an AI-native platform building an intelligence layer for financial advisors. Autonomy uses clients’ data and agentic AI to deliver more personalized and proactive advice. That experience will inform Advisor360°’s next chapter as the company accelerates its AI roadmap and builds toward a more automated and personalized advisor experience.
Having served on Advisor360°’s board of directors for the past two years, Mehere has worked closely with a board that includes leaders such as William D. Green, former chairman and CEO of Accenture, and Bob Davis, managing partner of Highland Capital Partners.