ADVICEPAY
AdvicePay is a developer of a payment processing platform created to change compliant retainer billing. Its payment processing platform is created for fee-for-service financial planning and complies with custody regulations and offers subscription billing, one-time payments from credit cards and separate advisory and client portals, enabling financial advisors to expand the accessibility of financial planning.
ADVICEPAY
Industry:
Finance Financial Services Payments Software
Founded:
2016-09-23
Address:
Bozeman, Montana, United States
Country:
United States
Website Url:
http://www.advicepay.com
Total Employee:
11+
Status:
Active
Contact:
+1 404 975 7420
Total Funding:
3.85 M USD
Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta SPF Apple Mobile Web Clips Icon Google Font API Google Tag Manager WordPress Google Analytics LetsEncrypt Amazon
Similar Organizations
4 Philosophers
4 Philosophers is a developer of a fin-tech platform designed to generate outsized returns from intermediate-term market inefficiencies.
Braintree
Braintree's payment platform provides all the tools online and mobile businesses need to accept payments.
Paystack
Paystack lets businesses accept payments via credit card, debit card, money transfer and mobile money on their websites or mobile apps.
Pineapple Payments
Pineapple Payments provides payment processing technology for both brick and mortar and online businesses.
PrimaHealth Credit
PrimaHealth Credit is a FinTech platform empowering healthcare providers to offer payment solutions to the credit-challenged and underbanked
QPay
QuicklyPayit is a payments platform for students and societies in Australia.
Republic Bank
Republic Bank deals with banking services such as loans, treasury management, mortgages, credit cards, payments and business cards.
Vindi
Vindi is an online payment platform (PCI certified) that focuses on subscription and recurring billing.
YooMoney
YooMoney is an electronic payments service that offers safe, reliable, and easy methods of paying online for users.
YourPay
Yourpay is a developer of a financial platform designed to provide mobile banking services.
Current Employees Featured
Founder
Investors List
Goodworks Ventures
Goodworks Ventures investment in Seed Round - AdvicePay
Front Street Capital
Front Street Capital investment in Seed Round - AdvicePay
Key Employee Changes
| Date | New article |
|---|---|
| 2023-07-25 | AdvicePay hires new CEO to succeed Alan Moore |
| 2023-02-09 | AdvicePay Launches Executive Search for a New CEO |
| 2022-05-25 | AdvicePay Hires Industry Veteran, Bill Winterberg, as Vice President of Financial Planning Growth |
Official Site Inspections
http://www.advicepay.com Semrush global rank: 1.36 M Semrush visits lastest month: 19.15 K
- Host name: 199.60.103.180
- IP address: 199.60.103.180
- Location: Canada
- Latitude: 43.6319
- Longitude: -79.3716
- Timezone: America/Toronto
More informations about "AdvicePay"
About Us - AdvicePay
Today, AdvicePay continues to grow and adapt with new features and partnerships enhancing the platform's capabilities. Driven by our belief in the fee-for-service model, our mission remains …See details»
About Us - AdvicePay
The Story of AdvicePay It’s been quite a journey to create this product. Here’s our story. Our Team Learn more about the folks behind AdvicePay and how we make a great team.; Industry …See details»
AdvicePay - Crunchbase Company Profile & Funding
AdvicePay is a developer of a payment processing platform created to change compliant retainer billing. Its payment processing platform is created for fee-for-service financial planning and complies with custody regulations and offers …See details»
AdvicePay - LinkedIn
AdvicePay | 2,349 followers on LinkedIn. The leading platform for processing payments and overseeing compliance of fee-for-service financial planning. | Established by well-known financial ...See details»
Enterprise Solutions - AdvicePay
AdvicePay has completed the SOC II Type 2 examination and audit. A SOC 2 audit provides an independent, third-party validation that a service organization’s information security practices meet industry standards stipulated by the AICPA.See details»
FAQs - AdvicePay
How does AdvicePay keep information secure? Here is how we keep AdvicePay safe and secure for both you and your clients: For payments we leverage Stripe, which is a U.S. based …See details»
Happiness Allies: Unmasking the Powerhouse Behind …
Oct 4, 2023 At AdvicePay, our team has made customer satisfaction our North Star. From our leadership team to our front-line Happiness Allies, a customer-centric culture permeates the entire organization. This cultural commitment is …See details»
AdvicePay Overview
This brief overview showcases the tools AdvicePay offers to easily oversee the compliance, delivery, and payment processing of fee-for-service financial planning. Whether you're a solopreneur, RIA, or Broker-Dealer, our …See details»
Celebrating Five Years of AdvicePay
AdvicePay's first five years have been an incredible, rewarding journey. Now we have more than 3,700 financial advisors on the platform, have had 11,572 conversations with customers, facilitated payment for financial planning …See details»
Benefits of AdvicePay Platform - AdvicePay
In AdvicePay, your clients enter their own credit card and/or ACH information into the secure AdvicePay client portal; advisors don’t handle payment information. Our eSignature feature …See details»
Contact Us - AdvicePay
Existing Customers: [email protected] . Our dedicated customer support team is available to assist you from between 9 a.m. - 5 p.m. MT, working hard to reply to everyone within 60 …See details»
6 Questions to Address with Your Billing & Payment Solution
Aug 23, 2021 AdvicePay avoids triggering custody, unlike other platforms, by having the following features in place: ... of Compliance is widely known as the industry benchmark for …See details»
3 Things Your Clients Should Know About AdvicePay
1. AdvicePay Allows You to Focus More on Helping Clients. By automating payment collection and reminders, allowing clients to self service via their client portal, and eliminating (or at least …See details»
Step-by-Step Guidance on Implementing AdvicePay in the New Year
Feb 10, 2021 AdvicePay is here to help advisors grow their businesses in 2021 and beyond. Due to the fact that only 5-7% of Americans have over half a million dollars for advisors to …See details»
Financial Advisor News & Information - AdvicePay
Aug 7, 2024 Read and subscribe to AdvicePay's financial advisor news and information blog. About Us; Careers; News; LinkedIn X Icon X Icon. Why AdvicePay. Why AdvicePay. Our …See details»
Why Is My Advisor Using AdvicePay?
Whether you are migrating from check collection or another electronic payment platform, your clients may wonder why you have chosen to use AdvicePay. To make it easy for you, we have …See details»
AdvicePay vs. Other Platforms
AdvicePay vs. Other Platforms Download the Overview. The truth is, if you’re a financial advisor offering fee-for-service planning, there is no other platform designed specifically for your …See details»
Evaluating Your Billing and Payment Solution - AdvicePay
Find the perfect billing and payment solution for your financial advisory business. Download our comprehensive guide to make informed choices and avoid potential risks. Start your journey to …See details»
5 Q&As About What Your Clients Experience in AdvicePay
Jun 30, 2021 At AdvicePay, we care about your clients’ experience as much as you do. That is why we have created a client-facing Help Desk that will walk your clients through everything …See details»