Advisor360, the all-in-one wealth tech platform for advisors, and Willow Wealth have each updated their leaderships with the addition of seasoned veterans at the C-suite level.
Advisor360 named Milind Mehere as its new chief executive officer while Willow Wealth, the New York-based retail private markets platform formerly known as Yieldstreet, appointed Tom Williams as chief investment officer.
Mehere arrives at Advisor360 with a track record tailor-made for what the company says it needs next. He co-founded Yodle, an advertising technology platform for small businesses, scaled it past $200 million in annual revenue and more than 1,400 employees, and sold it to Web.com in 2016 for $342 million.
He then spent nine years as founder and CEO of YieldStreet, growing it to more than 500,000 members and over $5 billion in invested assets. Mehere went on to found AutonomyFinance.ai, an AI-native platform building an intelligence layer for financial advisors using clients' data and agentic AI.
Rather than a traditional wealth management executive stepping into a technology role, Advisor360 highlighted him as a technologist who has spent the past several years solving the same problem it now wants to accelerate: how to use data and AI to make financial advisors more productive and their client relationships more personalized.
"Advisor360 has built what most companies are still trying to assemble: scaled enterprise software, a connected data model, deep advisor workflows, and a profitable business serving nearly 2 million households and 10,000 advisors," Mehere said in a statement. "We're at an inflection point for how AI reshapes advice, advisory productivity, and firm growth."
Mehere succeeds Mike Fanning, who stepped out of retirement in 2024 to guide the company through a period of strategic transition and will remain as a strategic advisor. The board – which includes William D. Green, former chairman and CEO of Accenture, and Bob Davis, managing partner of Highland Capital Partners – selected Mehere following what it described as an exhaustive search.
Mehere had been serving on Advisor360's board of directors for the past two years, giving him a well-situated perspective on the intensifying AI competition among enterprise wealthtech platforms.
"Milind ... has built companies in this space, understands both the opportunity and the urgency, and is joining a team with a strong foundation and a clear opportunity to win," said Advisor360 board member Matt Deitch.
At Willow Wealth, the CIO appointment serves a different but related purpose: adding institutional-grade credibility to a platform that has undergone significant change in the past 18 months.
Willow Wealth – which rebranded from Yieldstreet in November following negative headlines of investor losses – has been repositioning itself from a yield-deal marketplace into a broader private markets platform.
Read more: Meltdown of some Yieldstreet real estate funds raises eyebrows from financial advice industry
The company recently expanded its roster of institutional investment partners to include Carlyle Group, Goldman Sachs, and StepStone Group, and raised more than $77 million in its most recent funding round.
Williams brings what the company describes as more than two decades of institutional investment leadership. He joins from Morgan Stanley's Outsourced Chief Investment Office and previously served in senior roles at Man Group and Pine Grove Asset Management, where he was both CIO and president of a multi-strategy fund of funds.
He and a co-owner completed a management buyout of Pine Grove before ultimately selling the business to Man Group – a background spanning not just investment management but also business building and ownership.
"Tom brings portfolio construction, manager selection, and risk discipline honed over two decades of institutional investing," said Caplan in the announcement. "His track record of managing institutional-quality portfolios for sophisticated investors, combined with his experience as both an investor and a business builder, made him the clear choice to lead our investment strategy."
Willow Wealth serves more than 500,000 members, according to its own disclosures, and Williams' stated focus will be on portfolio construction methodology, manager evaluation, and risk management as the platform scales.
"When I looked at Willow Wealth, I saw a platform with established partner relationships and infrastructure," Williams said. "My focus will be on continuing to develop the platform's investment capabilities and enhancing our approach to portfolio construction, manager evaluation, and risk management."
During its time as Yieldstreet, the firm tapped Citi alum Ted Yarbrough as CIO in 2023, citing his three decades of experience at the banking giant. As of Friday, Yarbrough's LinkedIn profile showed him as both president and CIO at Willow Wealth.
InvestmentNews reached out to representatives of Willow Wealth regarding Yarbrough's current status at the firm.
"Tom Williams assumed the role of CIO in June 2026," a spokesperson confirmed by email. "Ted Yarbrough remains with Willow Wealth in a strategic advisory capacity."
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