AdvicePay

Financial Services • Bozeman, Montana, United States • 21-50 Employees

Company overview

Headquarters	24 E Main St, Bozeman, Montana 59715, US
Phone number	+14064122047
Website	advicepay.com
NAICS	52
SIC	615
Keywords	Business, Payment Processing, Fintech, Financial Advisor, Compliant, Secure, Billingsolution, Paymentsolution
Founded	2016
Employees	21-50
Socials

Key Contacts at AdvicePay

Juniper Emnett

Head Of Product Development

Mary Moore

Head Of Product And Development

Austin Gilmore

Product Owner

AdvicePay Email Formats

AdvicePay uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@advicepay.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@advicepay.com	66.7%
{first initial}	j@advicepay.com	16.7%
{first name}.{last name}	john.doe@advicepay.com	16.7%

About AdvicePay

AdvicePay is the industry-leading platform for managing billing, payments, and compliance in fee-for-service financial planning. From the top broker-dealers and RIAs to solo advisors, thousands of financial services firms across the US use AdvicePay to achieve a common goal: streamlining and scaling their fee-for-service financial planning business.

AdvicePay revenue & valuation

Annual revenue	$4,000,000
Revenue per employee	$100,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$12,800,000
Total funding	$1,100,000

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Manager

Entry

Head

Employees by Department

AdvicePay has 26 employees across 9 departments.

Departments

Number of employees

Funding Data

Explore AdvicePay's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2020-11-13	1	$1,100,000

Funding Insights

$1,100,000

Total funding amount

$1,100,000

Most recent funding amount

Number of funding rounds

AdvicePay Tech Stack

Discover the technologies and tools that power AdvicePay's digital infrastructure, from frameworks to analytics platforms.

Autoptimize

Performance

reCAPTCHA

Security

Cloudflare Bot Management

Security

Gravity Forms

Form builders

HubSpot CMS Hub

CMS

Goober

JavaScript libraries

jQuery UI

JavaScript libraries

Hotjar

Analytics

scrollreveal

JavaScript libraries

Wistia

Video players

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Frequently asked questions

AdvicePay is located in Bozeman, Montana, US.

You can reach AdvicePay at +14064122047.

AdvicePay was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

AdvicePay has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

AdvicePay has raised a total of $1,100,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

Key Contacts at AdvicePay

Juniper Emnett

Head Of Product Development

Mary Moore

Head Of Product And Development

Austin Gilmore

Product Owner

4.8

40,000 users