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.

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ADVICEPAY

Social Links:

Facebook

Linkedin

Twitter

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:

1+

Status:

Active

Contact:

+1 404 975 7420

Email Addresses:

[email protected]

Total Funding:

3.85 M USD

Technology used in webpage:

Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager WordPress

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Current Employees Featured

michael-kitces_image

Michael Kitces
Michael Kitces Co-Founder @ AdvicePay
Co-Founder
2016-09-23

bill-winterberg_image

Bill Winterberg
Bill Winterberg VP of Financial Planning Growth @ AdvicePay
VP of Financial Planning Growth
2022-05-01

alan-moore_image

Alan Moore
Alan Moore Co-Founder & CEO @ AdvicePay
Co-Founder & CEO

joseph-joe-timmer_image

Joseph (Joe) Timmer
Joseph (Joe) Timmer Software Engineer @ AdvicePay
Software Engineer
2017-10-01

Founder

alan-moore_image

Alan Moore

michael-kitces_image

Michael Kitces

Investors List

good-works-ventures_image

Goodworks Ventures

Goodworks Ventures investment in Seed Round - AdvicePay

front-street-capital_image

Front Street Capital

Front Street Capital investment in Seed Round - AdvicePay

Key Employee Changes

Date	New article
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: 641.61 K Semrush visits lastest month: 68.32 K

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