Established in 2016, AdvicePay is the only billing and payment processing platform created specifically for fee-for-service financial planning.  Financial advisors benefit from efficient invoicing and payment workflows designed exclusively to support their businesses, including up-to-date compliance and data security management. Users can issue agreements for client e-signature, accept ACH and credit cards, bill hourly or one-time fees, or establish recurring retainer or subscription billing compliantly – all through the AdvicePay system.

Finance

AdvicePay

AdvicePay's headquarters in Bozeman, MT, United States

Shannon Beck

Aaron Lindstrom

Meghan Rauber

Alan Moore

Mary Moore

Honor Randall

Scott Doty

Kelsey Lewis

Sean Fannon

Jessie Dugas

Joey Korzekwa

Emily James

Kaitlyn Reiman

Michael Martin

David Ayala

Alice Hossfeld

Géa Bines

Ashley Rumschlag

Michael Kitces

The Customer Support and Success team at AdvicePay is dedicated to ensuring financial advisors have a seamless experience with the platform. They handle inquiries, troubleshoot issues, offer guidance, and provide training to optimize the use of AdvicePay's billing and payment processing features. The team also focuses on building strong relationships with users to enhance retention and encourage successful adoption of the service.

Customer Support and Success

The Leadership Team at AdvicePay is responsible for setting the strategic direction of the company while ensuring compliance with industry regulations and data security standards. Comprising co-founders and chief officers, this team drives innovation in the billing and payment processing platform, focusing on enhancing user experience for financial advisors and supporting the growth of the fee-for-service financial planning industry. Through collaborative leadership, they aim to position AdvicePay as a trusted partner in financial management solutions.

Leadership Team

The Technical Support and Development team at AdvicePay is responsible for ensuring the platform runs smoothly and efficiently. They handle troubleshooting, maintenance, and upgrades of the billing and payment system, while also developing and implementing new features to meet the evolving needs of financial advisors. The team ensures high levels of security and compliance are maintained, providing a reliable and robust service for users.

Technical Support and Development

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AdvicePay

Org chart

Board & advisors

Teams

Customer Support and Success

Leadership Team

Technical Support and Development

Offices

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AdvicePay

Org chart

Board & advisors

Teams

Customer Support and Success

Leadership Team

Technical Support and Development

Offices

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