Pulse360
1 known investors
Find your way into Pulse360
40 people in our graph share verified history with the Pulse360 team — schools, employers, funds. One of them is your warm intro.
Gurbani Singhunlockedknows Anand Sheth · together at Ameriprise Financial (overlapped)
×8knows the team · via Ameriprise Financial
×3knows the team · via University of Lincoln
Pulse360 is an operations software for financial advisors that captures meeting notes (via recording, dictation, typing, or handwriting) and provides a reusable content library for client recommendations and follow-ups. It is designed to help advisory practices document advice, organize client interactions, and scale advice-based relationships.
Founders & leadership
AS
Anand ShethinCEO / FounderHe has spent five years developing products for advisory practices and previously held roles including COO of a wealth management firm and positions at Ameriprise, bringing over 20 years of experience in financial services.
Investors · 1
In the news
Frequently asked questions
- What does Pulse360 do?
- Pulse360 is an operations software for financial advisors that captures meeting notes (via recording, dictation, typing, or handwriting) and provides a reusable content library for client recommendations and follow-ups. It is designed to help advisory practices document advice, organize client interactions, and scale advice-based relationships.
- Who founded Pulse360?
- Pulse360 was founded by Anand Sheth.
- Who are Pulse360's investors?
- Pulse360's investors include Expert DOJO.