Advisor360°, a prominent provider of integrated technology solutions for wealth management firms, has announced the appointment of Dena Upton as its Chief People Officer. Upton, who joins with over 25 years of leadership experience in technology and financial services, will be responsible for overseeing the company’s people strategy, including talent acquisition, development, and employee engagement. Her experience as Head of People at Dandy, where she focused on team building and organizational transformation, will be crucial as Advisor360° continues to expand.
Advisor360°, headquartered in Weston, Massachusetts, with additional offices in Bengaluru, India, and remote teams in Canada and Northern Ireland, is recognized for its award-winning SaaS platform that provides a comprehensive digital wealth management experience. The company supports over three million households with $1 trillion in assets, enhancing portfolio management, financial planning, and compliance. Upton’s appointment follows other significant changes at the company, including a new CEO and expanded executive team, reflecting Advisor360°'s ongoing commitment to growth and innovation in the wealth management technology sector.
