- 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
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 round in Jan 2019. Investors include Goodworks Ventures.
Tech & App Stack
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Funding History
Jan 2019
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Investors
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