Merit Financial Advisors, a national wealth management firm, has approved Advisor360° as a supported technology platform for its advisors. This integration allows advisors joining Merit who already use Advisor360° to maintain their existing workflows and client relationships without interruption, reinforcing Merit’s commitment to advisor choice and operational continuity.
The approval reflects Merit’s strategy to provide advisors with best-in-class tools that enhance productivity and client service. By expanding technology options, Merit aims to support advisors through all stages of their practice development, from building to scaling and transitioning, ensuring they can operate efficiently and serve clients consistently.
Alexander W. Hansen, Chief Advisor Success Officer at Merit Financial Advisors, stated, “Approving Advisor360° reflects our commitment to giving advisors the freedom to work the way they work best—and to ensuring that when they join Merit, they and their clients feel at home from day one.”
Merit Financial Advisors operates over 55 offices across the U.
S., serving more than 26,000 households. As of March 31, 2026, the firm manages approximately $26.0 billion in assets.
Advisor360°, described as an autonomous financial platform, is designed around the advisor workday, featuring an open ecosystem, a unified data model, and AI-native architecture. The platform supports banking, wealth, and insurance functionalities, enabling holistic financial advice.
Jason Quinn, Chief Operating Officer at Advisor360°, commented on the integration, saying, “Advisor360°’s approval as a supported platform means advisors can bring their full practice—their workflows, their data, and their client relationships—without starting over. That continuity is what we’re built for.”
This collaboration positions Merit’s advisor community to deliver personalized, client-first financial advice while benefiting from enhanced efficiency, consistency, and confidence.
