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
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Current Employees Featured
Michael Kitces Co-Founder @ AdvicePay
Co-Founder
2016-09-23
Bill Winterberg VP of Financial Planning Growth @ AdvicePay
VP of Financial Planning Growth
2022-05-01
Alex Sauickie Chief Executive Officer @ AdvicePay
Chief Executive Officer
2023-07-01
Alan Moore Co-Founder & CEO @ AdvicePay
Co-Founder & CEO
Joseph (Joe) Timmer Software Engineer @ AdvicePay
Software Engineer
2017-10-01
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: 199.60.103.80
- IP address: 199.60.103.80
- 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 clear: to empower advisors and firms …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 …See details»
AdvicePay - LinkedIn
AdvicePay is the industry-leading platform for managing billing, payments, and compliance in fee-for-service financial planning. From the top broker-dealers and RIAs to solo advisors, thousands of ...See details»
Our Vision - advicepay.com
AdvicePay was born out of a gap spotted in the financial planning world: fee-only advisors needed a way to bill their clients for one-time and recurring fees, and a compliant way to collect those …See details»
AdvicePay 2025 Company Profile: Valuation, Funding
AdvicePay General Information Description. Developer of a payment processing platform designed to change compliant retainer billing. The company's platform is created for fee-for-service financial planning complies with custody regulations …See details»
AdvicePay - Products, Competitors, Financials, Employees, …
Lewis joined AdvicePay in December of 2021 as the firm’s first Head of Customer Success and helped build the team and systems that ensure AdvicePay is delivering on its promises to …See details»
AdvicePay - Schwab Advisor Services
AdvicePay offers the most convenient and customizable recurring or subscription billing options for financial advisors offering fee-for-service financial advice. About AdvicePay Started in 2016 by respected financial planning experts, Alan …See details»
AdvicePay Releases Third Annual Trend Report, Revealing Growth …
2 days ago AdvicePay Wed, Apr 23, 2025, 8:00 AM 3 min read Growth in fee-for-service models signals a strategic opportunity for broker-dealers and RIAs to build stable revenue streams.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»
Celebrating Five Years of AdvicePay
Apr 26, 2021 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 …See details»
AdvicePay: Platform Overview - NewEdge Advisors
Oct 23, 2023 Started in 2016 by financial planners Alan Moore and Michael Kitces, AdvicePay was born out of a gap spotted in the financial advising world — the need for a streamlined, …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 …See details»
Security & Privacy at AdvicePay
AdvicePay submits payment requests to Stripe securely via tokenization. Customer information is never stored directly on any AdvicePay servers. ... of Compliance is widely known as the …See details»
6 Questions to Address with Your Billing & Payment Solution
AdvicePay avoids triggering custody, unlike other platforms, by having the following features in place: ... of Compliance is widely known as the industry benchmark for SaaS businesses and …See details»
Why is my advisor using AdvicePay? - AdvicePay Client Help Desk
AdvicePay helps your advisor avoid custody of your assets and maintains a fully transparent advising relationship with you in the following ways: 1. Unlike other payment processors, …See details»
We're here to help - advicepay.com
AdvicePay customer support can be reached in two ways. Email s upport@advicepay.com; Chat in the app using the beacon in the bottom right-hand corner; Our dedicated customer support …See details»
Professional - AdvicePay
We‘re so confident in AdvicePay’s ability to improve your billing and payment operations, that we offer a risk-free, no-obligation, 14-day trial. See firsthand how it simplifies your processes and …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»
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»
3 Things Your Clients Should Know About AdvicePay
Jul 9, 2020 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 …See details»