Advisor360° Names Mat Mathews as Senior Vice President, Product

WESTON, Mass.–(BUSINESS WIRE)–Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, has announced that Mat Mathews has joined as Senior Vice President, Product. In this newly created role, the enterprise software veteran will oversee the company’s Product Management and UX teams, reporting directly to Darren Tedesco, President. 

Prior to joining Advisor360°, Mathews was a General Manager of the Amazon Web Services (AWS) Transfer Family, where he oversaw all aspects of the managed secure file transfer service for AWS cloud customers. He was also Vice President and General Manager of Composable Infrastructure BU and MS Azure Stack Hub for Hewlett Packard Enterprise.

“We’re excited to leverage Mat’s deep expertise in software, data integration, e-commerce, and his overall experience working at Amazon Web Services, a company that has one of the best SDLCs — software development life cycles — anywhere. He will play a critical role in helping our clients on their path to achieving digital transformation,” said Tedesco. “His addition is another example of how Advisor360° is committed to being the best technology partner in the sector, bolstered by our unique combination of world-class enterprise software and wealth management industry expertise.”

Earlier in his career, Mathews co-founded Plexxi, Inc., an innovative software-defined networking start-up that was later sold to Hewlett Packard Enterprise. In addition, he held management positions in the technology enterprise space for companies such as Crossbeam Systems, Convergent Networks, Xylan (which was acquired by Alcatel), and Bay Networks.

“I’m enthusiastic about the opportunity to build an enterprise software product team that defines and builds the world’s best software for the wealth management industry,” said Mathews. “I’m here to ensure that Advisor360° continues to make the advisor and home office more productive through better use of solutions that address specific business needs, such as seamless reporting or digital onboarding. I am passionate about building great teams and delivering great software to our clients.”

Mathews’ appointment follows Advisor360°’s recent acquisition of the digital onboarding capabilities and related wealth management assets of Vancouver-based technology firm Agreement Express. CEO Napolitano has signaled previously that the company is focused on building out its platform in 2023 through strategic partnerships, as well as elevating and executing on its service, support, and product offering for future and current clients. Advisor360° is already one of the biggest software companies in wealth management, servicing millions of households and tens of thousands of advisors.

Mathews is a graduate of the University of Massachusetts Amherst and has a Strategic Planning Certificate from the Haas School of Business at the University of California, Berkeley.

About Advisor360°

Advisor360° builds, integrates, and delivers technology for wealth management firms. The company’s award-winning integrated and open architecture SaaS platform brings a connected digital wealth experience to financial advisors, their clients, and the home office so that firms can drive better outcomes and innovate quickly. Advisor360° clients benefit from timesaving capabilities and streamlined workflows when it comes to portfolio and performance reporting, financial planning, insurance, proposal generation, trading and model management, digital onboarding, document management, analytics, and compliance. The company’s proprietary Unified Data Fabric™ (UDF) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. The company is headquartered in Weston, Massachusetts, with offices in Bengaluru, India; Belfast, Northern Ireland; and a remote workforce in Canada.

Today, three million households with $1 trillion in assets benefit from the connected Advisor360° experience. To learn more, visit www.advisor360.com.