Advisor360° has acquired Agreement Express’ wealth management tech assets

The seller was Frontier Growth.

  • Based in Weston, Massachusetts, Advisor360° is a provider of technology for wealth management firms
  • Rich Napolitano serves as CEO of Advisor360° and Dave O’Brien is CEO of Agreement Express
  • Frontier Growth invests in lower middle market software companies

Advisor360° has acquired Agreement Express’ wealth management tech assets. The seller was Frontier Growth. No financial terms were disclosed.

Based in Weston, Massachusetts, Advisor360° is a provider of technology for wealth management firms.

Rich Napolitano serves as CEO of Advisor360° and Dave O’Brien is CEO of Agreement Express.

“Advisor360° gives wealth managers technology solutions that transform the way they connect with clients, which is why this transaction was a perfect fit,” said Rich Napolitano, CEO of Advisor360° in a statement. “2022 was a year of strong organic growth for Advisor360°. With our first acquisition completed, we’re not slowing down: the Agreement Express transaction meaningfully accelerates our ability to offer expanded choice and connectivity on our platform and we’ll continue to raise the bar in 2023 and beyond.”

Based in Charlotte, North Carolina, Frontier Growth invests in lower middle market software companies.