Advisor360 completed the acquisition of Parrot AI.

Synopsis

Advisor360, a leading provider of integrated technology for enterprise wealth management firms, completed the acquisition of Parrot AI, a Boston-based generative AI technology firm. Financial terms were not disclosed. “We’re thrilled to welcome Paul and the Parrot AI team to Advisor360°,” Mike Fanning, Advisor360° CEO.

Principals

target

Parrot Ai

bidder

ADVISOR360

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Market Context