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AdvicePay is a FinTech solution dedicated to payment processing specifically for financial advisors, allowing them to charge financial planning retainer fees to clients using ACH or credit cards. The only billing and payment solution designed for fee-for-service financial planning. Efficient, compliant, secure.
Total funding
~$4M
HQ 🇺🇸
Bozeman, United States
Year founded
2016
Status
Alive
People
Michael Kitces
Founder
Alan Moore
Chief Executive Officer
Investors
Paycheck Protection Program
Front Street Capital
Good Works Ventures
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