Lexington Financial Carries Advisor360° Into Its Next Chapter, Powering the Advisor WorkdayNEEDHAM, Mass., Aug. 04, 2026 (GLOBE NEWSWIRE) -- Advisor360°™ today announced that Lexington Financial, Inc., a Braintree, Massachusetts-based independent wealth management firm, has adopted its AI-native operating system to power its advisor workday, operations, and client experience as it moves forward to its next chapter with Cetera.
Advisor360° Appoints Ananya Balaram as Chief Revenue Officer to Accelerate Next Phase of GrowthBalaram joins Advisor360° with more than 15 years of experience driving growth and scaling businesses across fintech and financial services.
Advisor360° Appoints Milind Mehere as CEO to Lead Next Phase of AI-Native GrowthFintech entrepreneur and AI-native platform founder joins to accelerate investment in AI, product innovation, and platform expansion
