Startups
Welcome to AdvicePay, the only payment processor for financial advisors that complies with custody regulations. We're excited you're here! To learn more, visit our website: https://advicepay.com/
Overview
Location
United States, Montana, Bozeman
Employees
11-50
Total raised
$2.5M
Founded date
2017
Funding Rounds 2
| Date | Series | Amount | Investors |
| Sign up to see | Sign up to see | Sign up to see | Sign up to see |
| Nov 8, 2017 | Seed round | $500K |
Mentions in press and media 10
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Jan 12, 2023 | AdvicePay Receives Industry Critical SOC 2 Type II Attestation | Hitting this milestone for the third year in a row provides validation and reinforces our ongoing commitment to protecting our customer’s data and continually meeting the most stringent security standards in the industry BOZEMAN, Mont. (PRW... |
| Sep 6, 2022 | AdvicePay Ranks No.636 on the 2022 Inc. 5000 Annual List | The growth we have experienced this past year is indicative of the success our customers have using our product and the team we have built at AdvicePay. BOZEMAN, Mont. (PRWEB) September 06, 2022 In August, Inc. revealed that AdvicePay is No... |
| May 25, 2022 | AdvicePay Hires Industry Veteran, Bill Winterberg, as Vice President of Financial Planning Growth | We are confident that Bill’s experience, skills in developing educational content for advisors, and ability to work with both advisors and enterprises will be critical to helping advisors and their affiliated institutions optimize the growt... |
| Jan 26, 2022 | Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning | Kestra Financial’s partnership with AdvicePay evolves the business models of our financial professionals to compliantly provide subscription, hourly, and retainer financial planning options to their clients, while expanding choice of paymen... |
| Sep 17, 2021 | AdvicePay Announces Major Enhancements to Automate the Entire Fee-for-Service Financial Planning Process for Enterprises | With the wide-scale adoption of fee-for-service planning, enterprise firms have been looking to AdvicePay to combine all of their disparate compliance and operational aspects inherent in fee-for-service financial planning models and bring t... |
| Jan 29, 2019 | Montana-Based Fee Payment Processing Platform AdvicePay Secures $2 Million | AdvicePay, a Bozeman, Montana-based fee-payment-processing platform designed for financial advisors has raised $2 million in seed extension funding. Rather than raising the funding from venture capital firms, AdvicePay crowdfunded the seed ... |
| Jan 24, 2019 | AdvicePay Raises $2M in Seed Funding | AdvicePay, a Bozeman, Mont.-based fee-payment-processing platform designed exclusively for financial advisors, raised a extension seed funding round of $2m. The round was crowdfunded from within the advisor community. The company intends to... |
| Nov 8, 2017 | AdvicePay Secures $500K Seed Round | BOZEMAN, MT, Payment processing solution built specifically for financial advisors to facilitate fee-for-service financial planning billing, closed its seed round of funding today with $500K. >> Click here for more funding data on ... |
| Nov 8, 2017 | AdvicePay Secures $500k Seed Funding Round | AdvicePay Inc., a Bozeman, Mont.-based compliant payment processing solution built specifically for financial advisors to facilitate fee-for-service financial planning billing, closed $500k seed round of funding. The round was led by Goodwo... |
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FAQ about AdvicePay
When was AdvicePay founded?
AdvicePay was founded in 2017.
How much funding has AdvicePay raised?
AdvicePay has raised $2.5M in total across 2 funding rounds.
What funding rounds has AdvicePay raised?
Parsers VC lists 2 funding rounds of AdvicePay, among them a seed round of $500K on Nov 8, 2017.
What has the press written about AdvicePay?
Parsers VC has collected 10 articles mentioning AdvicePay, among them “AdvicePay Receives Industry Critical SOC 2 Type II Attestation” (Jan 12, 2023) and “AdvicePay Ranks No.636 on the 2022 Inc. 5000 Annual List” (Sep 6, 2022).
Is AdvicePay still active?
Yes, AdvicePay is active; its latest activity on Parsers VC dates from Feb 8, 2023.