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AdvicePay - Company Overview, Founder, CEO, Funding & Investment Details

Complete information about AdvicePay including founder details, CEO information, total funding raised, headquarters location, team size, and recent investment rounds.

AdvicePay company logo

The leading platform for processing payments and overseeing compliance of fee-for-service financial planning.

AdvicePay is the industry-leading platform for managing billing, payments, and compliance in fee-for-service financial planning.

HeadquartersBozeman, Montana, United States
Team size51-100
Founded2016

What is AdvicePay? - Company Overview & Details

AdvicePay is AdvicePay is the industry-leading platform for managing billing, payments, and compliance in fee-for-service financial planning. Founded in 2016, the company is headquartered in Bozeman, Montana, United States.

Who Founded AdvicePay?

AdvicePay was founded by Alan Moore, Michael Kitces.

Who are the Key Executives at AdvicePay? - Leadership Team

AdvicePay is led by experienced executives in key positions:

Chief Executive Officer (CEO) of AdvicePay

Alan MooreCEO

Chief Technology Officer (CTO) of AdvicePay

CTO

About Alan Moore - CEO of AdvicePay

Alan Moore serves as the Chief Executive Officer of AdvicePay, leading the company's strategic vision and operations. Connect with them on LinkedIn for professional insights.

AdvicePay Company Details & Key Information

Where is AdvicePay located?

AdvicePay is headquartered in Bozeman, Montana, United States.

How many employees does AdvicePay have?

AdvicePay has 51-100 employees.

When was AdvicePay founded?

AdvicePay was founded in 2016.

AdvicePay Official Website

How much funding has AdvicePay raised?

AdvicePay has raised $3.8 Million across 4 funding rounds. The most recent funding was completed on 2021-11-22.

Funding Overview

AdvicePay has raised a total of $3.8 million in funding over four rounds, indicating significant investor interest in their fee-for-service payment platform.

$3.8 Million
Total Funding Raised
4
Funding Rounds
2021-11-22
Latest Round

AdvicePay Funding History

Seed
2021-11-22
$3.8 Million

Who are the key investors in AdvicePay?

Investor Information Not Available

Detailed information about AdvicePay investors is not currently available in our database.

What are AdvicePay's future plans?

AdvicePay AdvicePay is focusing on enhancing the functionalities of its platform to aid financial advisors in the fee-for-service model.

AdvicePay Strategic Outlook

Strategic Focus
Defined
2
Key Challenges
2
Growth Opportunities

What challenges does AdvicePay face?

AdvicePay has identified 2 key challenges that need to be addressed for continued growth and success.

Key Challenges for AdvicePay

1

Navigating regulatory compliance

2

Expanding user adoption

What opportunities does AdvicePay have?

AdvicePay has identified 2 key opportunities for growth and market expansion.

Growth Opportunities for AdvicePay

1

Growth in alternative payment models

2

Increasing demand for fee-for-service financial planning

AdvicePay Strategic Position Summary

Key Focus Areas

AdvicePay is addressing 2 strategic challenges to strengthen its market position.

Growth Potential

The company has identified 2 key opportunities for expansion and growth.

What are the latest news about AdvicePay?

AdvicePay has 2 recent news updates covering key business developments and market activities.

AdvicePay News Overview

2
Recent Articles
Active
Media Coverage
2025-05-21
Latest Update

What is AdvicePay in the news for?

AdvicePay is currently featured in news for AdvicePay Inc acquired AdvisorBOB on Apr 21st '25. and other significant business developments.

Recent News Articles About AdvicePay

Article 1
2025-05-21

AdvicePay Inc acquired AdvisorBOB on Apr 21st '25.

AdvicePay acquires AdvisorBOB, a leading independent advisor compensation software company, marking a strategic step in supporting the full revenue lifecycle for advisory firms.

t3technologyhub.com
Read News
Article 2
2024-12-19

AdvicePay Inc receives award 2024 ThinkAdvisor Luminaries Firm Award for Industry Disruption.

AdvicePay has been awarded the 2024 ThinkAdvisor Luminaries Firm Award recognizing its innovations that are reshaping the landscape of financial planning services.

citybuzz.co
Read News

AdvicePay FAQ - Frequently Asked Questions About Founder, CEO, Funding & Company Details

Find answers to the most common questions about AdvicePay including information about founders, CEO, funding history, investors, headquarters location, and company details. 16 frequently asked questions covering key information about the company.

AdvicePay Questions & Answers - Company Information

Q1

What is AdvicePay?

AdvicePay is the industry-leading platform for managing billing, payments, and compliance in fee-for-service financial planning.

Q2

Who founded AdvicePay?

AdvicePay was founded by Alan Moore, Michael Kitces.

Q3

Who is the CEO of AdvicePay?

The CEO of AdvicePay is Alan Moore. You can find more information about them on their LinkedIn profile.

Q4

How much funding has AdvicePay raised?

AdvicePay has raised a total of $$3.8 Million across 4 funding rounds. The most recent funding was completed on 2021-11-22.

Q5

Where is AdvicePay headquartered?

AdvicePay is headquartered in Bozeman, Montana, United States.

Q6

When was AdvicePay founded?

AdvicePay was founded in 2016.

Q7

How many employees does AdvicePay have?

AdvicePay has 51-100 employees.

Q8

What is AdvicePay's official website?

You can visit AdvicePay's official website at advicepay.com.

Q9

What was AdvicePay's latest funding round?

AdvicePay's latest funding round was a Seed round of $$3.8 Million completed on 2021-11-22.

Q10

Who is founder?

Alan Moore

Q11

What does the company do?

AdvicePay is a platform designed for managing billing, payments, and compliance in fee-for-service financial planning.

Q12

How much funding?

$3.8 Million

Q13

Latest funding date?

2021-11-22

Q14

What are the challenges?

Navigating regulatory compliance Expanding user adoption

Q15

What are the opportunities?

Growth in alternative payment models Increasing demand for fee-for-service financial planning

Q16

Latest news?

AdvicePay acquires AdvisorBOB, a leading independent advisor compensation software company, marking a strategic step in supporting the full revenue lifecycle for advisory firms. AdvicePay has been awarded the 2024 ThinkAdvisor Luminaries Firm Award recognizing its innovations that are reshaping the landscape of financial planning services.

More Information About AdvicePay

For additional details about AdvicePay, including the latest news, funding updates, and company developments, explore our comprehensive company database. Find information about startup funding, company valuations, executive leadership, and business intelligence data.