​â¶Ä‹A»å±¹¾±²õ´Ç°ù360° - About the company
​â¶Ä‹A»å±¹¾±²õ´Ç°ù360° is an unfunded company based in Weston (United States), founded in 2019 by . It operates as a SaaS-based CRM solutions for wealth managers. ​â¶Ä‹A»å±¹¾±²õ´Ç°ù360° has not raised any funding yet. The company has 595 active competitors, including 102 funded and 83 that have exited. Its top competitors include companies like Addepar, 360 One and sei.
Company Details
SaaS-based CRM solutions for wealth managers. It features tools for managing CRM, performance reporting, model management, financial planning, documentation, workflow management, rebalancing, and trading solutions for investment managers. Also, provides blogs, articles, and news updates as a reference to assist users.
- Website
- Social
- Phone Number
- +1
Key Metrics
Founded Year
2019
Location
Weston, United States
Stage
Unfunded
Ranked
26th among
Similar Companies
Addepar &
Legal entities associated with ​â¶Ä‹A»å±¹¾±²õ´Ç°ù360°
​â¶Ä‹A»å±¹¾±²õ´Ç°ù360° is associated with 1 legal entity given below:
Legal Entity Name | Date of incorporation | Revenue | Net Profit | Employee Count |
|---|---|---|---|---|
May 30, 2022 | - | 430 | 274 |
​â¶Ä‹A»å±¹¾±²õ´Ç°ù360°'s funding and investors
​â¶Ä‹A»å±¹¾±²õ´Ç°ù360° has not raised any funding rounds yet.
​â¶Ä‹A»å±¹¾±²õ´Ç°ù360°'s founders and board of directors
The founders of ​â¶Ä‹A»å±¹¾±²õ´Ç°ù360° is . is the CEO of ​â¶Ä‹A»å±¹¾±²õ´Ç°ù360°.
View details of ​â¶Ä‹A»å±¹¾±²õ´Ç°ù360°'s Founder profiles and Board Members
​â¶Ä‹A»å±¹¾±²õ´Ç°ù360°'s Competitors and alternates
Top competitors of ​â¶Ä‹A»å±¹¾±²õ´Ç°ù360° include Addepar, 360 One and sei. Here is the list of Top 10 competitors of ​â¶Ä‹A»å±¹¾±²õ´Ç°ù360°, ranked by ÃØÃÜÑо¿Ëù score :
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Overall Rank | Company Details | Short Description | Total Funding | Investors | ÃØÃÜÑо¿Ëù Score |
|---|---|---|---|---|---|
1st |  Addepar 2009, Mountain View (United States), Series F | Wealth management solutions for advisors | $529M | Bridgeview Venture Partners, Syren Capital AdvisorsÌý&²¹³¾±è;Ìý | 78/100 |
2nd | Provider of asset and wealth management software for businesses | - | Bain Capital Private Equity, General AtlanticÌý&²¹³¾±è;Ìý | 68/100 | |
3rd | sei 1968, Oaks (United States), Public | Wealth and investment management solutions for institutional investors | - | 68/100 | |
4th |  Avaloq 1985, Zurich (Switzerland), Acquired | Cloud-based solutions for financial institutions | $301M | Motive Partners, Raiffeisen SchweizÌý&²¹³¾±è;Ìý | 68/100 |
5th |  Broadridge 2007, New York City (United States), Public | Cloud-based accounting and financial management solutions for businesses and financial institutions | - | Back Bay Group, OccudoÌý&²¹³¾±è;Ìý | 67/100 |
6th |  Centricity 2022, Delhi (India), Seed | Digital wealth management platform for individuals | $24M | M B Finmart, Panthera Peak CapitalÌý&²¹³¾±è;Ìý | 66/100 |
7th |  Envestnet 1999, Berwyn (United States), Acquired | Cloud-based front and back-office solutions for wealth managers, financial advisors, and financial institutions | - | LMS Capital, WP Global PartnersÌý&²¹³¾±è;Ìý | 64/100 |
8th | InvestCloud 2010, West Hollywood (United States), Acquired | Investment management solutions for advisors | $78.7M | Citi Ventures, Polaris CapitalÌý&²¹³¾±è;Ìý | 63/100 |
9th | 2010, London (United Kingdom), Acquired | Provider of consulting and managed services | $90.2M | , Kastelein ConsultancyÌý&²¹³¾±è;Ìý | 62/100 |
10th | Diversified of wealth & asset management services | - | - | 61/100 | |
26th |  2019, Weston (United States), Unfunded | SaaS-based CRM solutions for wealth managers | - | - | 53/100 |
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​â¶Ä‹A»å±¹¾±²õ´Ç°ù360°'s Investments and acquisitions
​â¶Ä‹A»å±¹¾±²õ´Ç°ù360° has made no investments or acquisitions yet.
Reports related to ​â¶Ä‹A»å±¹¾±²õ´Ç°ù360°
Here is the latest report on ​â¶Ä‹A»å±¹¾±²õ´Ç°ù360°'s sector:
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News related to ​â¶Ä‹A»å±¹¾±²õ´Ç°ù360°
Media has covered ​â¶Ä‹A»å±¹¾±²õ´Ç°ù360° for a total of 14 events in the last 1 year, 6 of them have been about company updates and 4 about people movement.
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Global FinTech Series•Apr 02, 2025•​â¶Ä‹A»å±¹¾±²õ´Ç°ù360°,
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Business Wire•Mar 18, 2025•​â¶Ä‹A»å±¹¾±²õ´Ç°ù360°
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Privatebankerinternational•Mar 05, 2025•​â¶Ä‹A»å±¹¾±²õ´Ç°ù360°
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Global FinTech Series•Mar 04, 2025•​â¶Ä‹A»å±¹¾±²õ´Ç°ù360°
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Business Wire•Dec 10, 2024•​â¶Ä‹A»å±¹¾±²õ´Ç°ù360°,
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Business Wire•Aug 20, 2024•​â¶Ä‹A»å±¹¾±²õ´Ç°ù360°
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Business Wire•Aug 06, 2024•​â¶Ä‹A»å±¹¾±²õ´Ç°ù360°
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Business Wire•Jul 16, 2024•​â¶Ä‹A»å±¹¾±²õ´Ç°ù360°
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