AdvicePay

📍 Bozeman, United States🗓 Founded 2016👥 30 employees💰 Last funded Dec 2018
Financial Services🌐 advicepay.com
Website LinkedIn
Established by well-known financial advisors Michael Kitces and Alan Moore, AdvicePay is the industry-leading platform for processing payments and overseeing compliance of fee-for-service financial planning. Financial services firms and their advisors benefit from efficient workflows designed exclusively to support their fee-for-service financial planning revenue, including up-to-date compliance and data security management, all in one unified platform.
1
Total investors
1
Early stage
0
Mid stage
0
Late stage
2016
Founded

Investors

1 investors
All
Early stage
Mid stage
Late stage
Investor geography1 country
United States
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Frequently asked questions
Who invested in AdvicePay?
AdvicePay has 1 investors on record on gritt.io, including 1 early-stage backers.
When did AdvicePay last raise funding?
The most recent investment in AdvicePay recorded on gritt.io was in December 2018.
When was AdvicePay founded?
AdvicePay was founded in 2016.
What industry is AdvicePay in?
AdvicePay operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is AdvicePay based?
AdvicePay is headquartered in Bozeman, United States.