- Headquarters
- Bozeman, Montana
- Employees
- 51–200
- Founded
- 2017
- Business Model
- B2B
- Website
- advicepay.com
- Total Funding
- $2.5M
- Last Round
- $2.0M Extension RoundJan 2019
- Rounds
- 2
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
About
AdvicePay is the industry-leading platform for managing billing, payments, and compliance in fee-for-service financial planning. Founded in 2017 by financial advisors Michael Kitces and Alan Moore, AdvicePay was created to solve a gap in the market: no compliant payment processing platform existed for financial advisors charging subscription or retainer fees. Since its public launch in 2018, the platform has grown to serve over 3,200 firms, 15,000+ advisors, and 349,000+ clients, processing over $1 billion in financial planning fees. AdvicePay supports one-time, retainer, and subscription invoice models, and offers compliance oversight, engagement workflows, and advisor compensation tools.
Summary
AdvicePay is a Fintech company based in Bozeman, United States, founded in 2017. It has raised $2.5M in total across 2 rounds, most recently a $2.0M Extension Round in Jan 2019. Investors include Goodworks Ventures.
Tech & App Stack
7 technologies & apps tracked
Every product and vendor across these categories, with where each signal came from.
Create a free account with 25 free credits every month, no card needed, to unlock the full tech & app stack, funding history, and valuations.
Funding History
Jan 2019
Sign up to see all 2 events
Funding: Seed through Extension Round. Amounts, valuations, and investors where available.
Investors
Similar Companies
Stripe provides payments, billing, money-management, fraud-prevention, and identity tools that he...
FNZ provides a global wealth management platform that combines technology, investment operations,...
Ellie Mae is a leading provider of technology solutions for the mortgage industry.
Ramp provides an AI-powered spend management platform that combines corporate cards, expenses, ac...
Appears in
Your company? Embed this profile
Add the live badge to your site — it stays current as your funding data updates.
<a href="https://indexed.vc/companies/advicepay"><img src="https://indexed.vc/api/badge/company/advicepay" alt="AdvicePay on Indexed.vc" width="260" height="76" /></a>