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

Scott Doty

Mary Moore

Honor Randall

Kelsey Lewis

Austin Gilmore

Jessie Dugas

Joey Korzekwa

Tashi J. Sherpa

Emily James

Kaitlyn Reiman

Amy Gaudielle

Thomas Kucharczuk

Steph Clewis

Lucy Robeson

Michael Martin

David Ayala

Corey Getchell

Kalia Vang

Krista Thibodeau

Géa Bines

Alice Hossfeld

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 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

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

This department focuses on the strategies and processes that support marketing initiatives and promote business growth.

Marketing Operations

This department focuses on designing, building, and maintaining software applications and systems.

Software Development

This department is responsible for overseeing daily operations and financial management to ensure efficient business processes.

Business Operations

AdvicePay

Org chart

Board & advisors

Teams

Customer Support and Success

Technical Support and Development

Leadership Team

Marketing Operations

Software Development

Business Operations

Offices

AdvicePay

Org chart

Board & advisors

Teams

Customer Support and Success

Technical Support and Development

Leadership Team

Marketing Operations

Software Development

Business Operations

Offices

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