AdvicePay
Financial Software · Montana, United States · 11-50 Employees
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Overview
Headquarters
24 E Main St Ste E, Bozeman, Montana, 59...Phone Number
(406) 412-2047Website
www.advicepay.comRevenue
$25.3 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
2
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About AdvicePay
AdvicePay is an industry-leading platform designed to manage billing, payments, and compliance for fee-for-service financial planning. It caters to a wide range of clients, including enterprise-level firms needing advanced features and small to mid-size companies looking for configurable solutions. The platform automates tasks such as recurring billing and integrates with various tech systems to facilitate client interactions. With a focus on enhancing financial advisory services, AdvicePay has established itself as a trusted partner for over 3,300 firms and has processed significant financial transactions.Explore more
AdvicePay Org Chart
KL
President
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AdvicePay financials insights
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2020
Debt
$150K
AdvicePay Tech Stack
A closer look at the technologies used by AdvicePay
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Most Recent Scoops
Open Position
Award
Award, Finance
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
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AdvicePay News & Media
AdvicePay’s 2026 Fee-for-Service Trend Report: Planning Fees Rise Again as Subscriptions Become the Default
Analysis of 525K transactions in 2025 shows subscription billing dominates (85.6%) as firms standardize planning for scalable growth. Analysis of 525K transactions in 2025 shows subscription billing dominates (85.6%) as firms standardize planning for scalable growth.AdvicePay Surpasses $1 Billion in Financial Planning Fees Processed, Marking 2 Millionth Transaction
The milestone validates fee-for-service as a sustainable business model and cements AdvicePay as the industry’s chosen solution The milestone validates fee-for-service as a sustainable business model and cements AdvicePay as the industry’s chosen solutionAdvicePay Named as 2025 ThinkAdvisor Luminaries Awards Finalist for Transforming the Infrastructure Behind Financial Advice
Bozeman, Mont., Oct. 13, 2025 (GLOBE NEWSWIRE) -- AdvicePay, the industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, today announced it has been named a finalist in the ThinkAdvisor Luminaries Awards 2025 in the category of Industry Disruption.AdvicePay Unveils its Summer 2025 Product Showcase with 20 New Features, Updates, and Integrations to Help Advisors Serve Clients and Grow Their Businesses
Highlights of the Summer 2025 Product Showcase include a new integration with Zapier and discounted pricing for new joint customers of AdvicePay and AdvisorBOB. Highlights of the Summer 2025 Product Showcase include a new integration with Zapier and discounted pricing for new joint customers of AdvicePay and AdvisorBOB.
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AdvicePay is an industry-leading platform designed to manage billing, payments, and compliance for fee-for-service financial planning. It caters to a wide range of clients, including enterprise-level firms needing advanced features and small to mid-size companies looking for configurable solutions. The platform automates tasks such as recurring bil... Read More
