Anand Sheth

Anand Sheth is an accomplished financial advisor and the CEO/Founder of Pulse360, a technology-based financial solution for advisors. With a Bachelor's degree in International Business Administration from the University of Lincoln, Anand has over a decade of experience in the finance industry. Before establishing Pulse360, he served as the COO at Confluence Wealth Management Group, where he provided essential leadership and streamlined operations. Before that, Anand was the Operations Manager at Ameriprise Financial, where he helped manage client portfolios, devised investment plans, and offered financial guidance.

At Pulse360, Anand has implemented cutting-edge AI technology to simplify and automate the documentation process for financial advisors while allowing them to focus on creating meaningful relationships with their clients. Pulse360 is a practical solution to reduce the burden of excessive compliance documentation and replace inefficient manual labor with streamlined automated workflows.