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) 412-2047

Revenue

$25.3 Million

Industry

Financial Software Software
ZI Rank: 2
Signal Type
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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's Social MediaPopular SearchesAdvicepay IncAdvicePayAdvicePay inSIC Code 73,737NAICS Code 51,513Show more

AdvicePay Org Chart

PhoneEmail
Kelsey Schaufler, President at AdvicePay
United States flag for contact location.

President

PhoneEmail
KL
United States flag for contact location.

President

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

AdvicePay

$25.3M
11-50
Private
<$5M
2016
$15.3M
51-200
Private
-
2014
TN
Tetyana NovosadProduct Manager
$7.5M
11-50
Private
<$5M
2011
$7.2M
51-200
Private
$7M
2011
TR
Tom RankAccount Executive
$5.2M
11-50
Private
$7M
2014
Matt Filion, Co-Founder & Chief Technology Officer at Authvia Solutions
Matt FilionCo-Founder & Chief Technology Officer
<$5M
11-50
Private
-
2010
KL
Ka LauVice President, Solution Architecture and Program Management
<$5M
11-50
Private
-
2011
AB
Agnes Baah OppongCo-Founder & Manager
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

AdvicePay is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

AdvicePay is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about AdvicePay.

AdvicePay financials insights

Gather financial insights about AdvicePay, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All AdvicePay's Financials Insights

AdvicePay Tech Stack

A closer look at the technologies used by AdvicePay

Most Recent Scoops

Open Position
Award
Award, Finance
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
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Award
Open Position
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Top Financial Software Companies

Frequently Asked Questions Regarding AdvicePay

What is AdvicePay's official website?
AdvicePay's official website is www.advicepay.com
What is AdvicePay's Revenue?
AdvicePay's revenue is $25.3 Million
What is AdvicePay's SIC code?
AdvicePay's SIC: 73,737
What is AdvicePay's NAICS code?
AdvicePay's NAICS: 51,513
How many employees does AdvicePay have?
AdvicePay has 11-50 employees
What industry does AdvicePay belong to?
AdvicePay is in the industry of: Financial Software, Software
What is AdvicePay competition?
AdvicePay top competitors include: MoneyMatrix, Authvia Solutions, Appcara, Punchey
What companies has AdvicePay acquired?
AdvicePay has acquired the companies: AdvisorBOB
What technology does AdvicePay use?
Some of the popular technologies that AdvicePay uses are: DocuSign, Heroku, Google Universal Analytics, Eploy
How do I contact AdvicePay?
AdvicePay contact info: Phone number: (406) 412-2047 Website: www.advicepay.com
What does AdvicePay do?

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... ling 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.Read More

What are AdvicePay social media links?
AdvicePay Linkedin page AdvicePay Twitter page AdvicePay Facebook page
Is AdvicePay a public company?
AdvicePay is private company therefore does not currently have an official ticker symbol
See more information about AdvicePay

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