Advisor360°, a Software-as-a-Service (SaaS) provider of integrated technology for the wealth management industry, is pleased to announce that Saša Zorović is joining the company as Chief Financial Officer (CFO).
Zorović is an expert in leading and growing financial technology businesses. At Advisor360°, he will oversee the company’s accounting and finance teams, while working closely on business strategy with the senior executive management team, external partners and stakeholders.
“Building technology companies requires capital, ideas and people to construct and sell great products. Saša understands this principle and has a proven track record in SaaS companies that create value for investors, clients and companies,” said Rich Napolitano, Chief Executive Officer of Advisor360°. “His fintech expertise and entrepreneurial acumen make him a natural fit for our senior leadership team as we continue our high growth.”
Earlier this year, the Advisor360° platform went live with Massachusetts Mutual Life Insurance Company (MassMutual), and the company was ranked the second largest fintech company in Massachusetts1. Today, more than 20,000 advisors and staff whose customers have $920 billion in assets under advisement have the privilege of making longevity sustainable for each generation with the integrated Advisor360° platform.
Saša Zorović has served as chief financial officer and chief operating officer of multiple growth-stage technology companies, including V12 Data, SpinCar and most recently, Scalable.inc. He has also held C-level roles at PTC, Wright Foods and Bloomberg’s DataConnect, a financial software and data company that he founded and sold to Bloomberg. Earlier in his career, Zorović was a managing director and research analyst for Goldman Sachs, Janney Montgomery Scott and Oppenheimer. He has his Ph.D. in Engineering-Economic Systems and his M.B.A. from Stanford University, and graduated magna cum laude from Harvard University.
“Companies like Advisor360° are rare,” said Zorović. “Advisior360° is going to transform the way all of us consider wealth management, so I’m delighted to become a part of it.”
Zorović assumes the role from Thomas Lux, who is retiring from the position after three years with Advisor360°. Lux will continue in an advisory capacity with the company.
“We are deeply indebted to Tom for his service and leadership — Advisor360° would not be what it is today without his commitment to building this organization,” said Napolitano. “Tom is a true business partner and friend. We look forward to his insights in an advisory capacity in the years ahead.”
Advisor360° is a Software-as-a-Service (SaaS) provider that builds and delivers integrated 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 $920 billion 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. Based in Weston, Massachusetts, Advisor360° launched as an independent company in 2019. To learn more, visit www.advisor360.com.
1 “Largest Fintech Companies in Massachusetts,” Boston Business Journal, Sept. 2, 2021