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Home > Inc 5000 AI Prospecting Database > AdvicePay

AI Prospecting for AdvicePay

AdvicePay is a payment processing platform designed specifically for financial advisors to support them with fee-for-service payment models.
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Company data:

Company size:

27 employees

Website URL:

https://www.advicepay.com

Industry

Financial Services

Headquarters:

Bozeman, Montana, USA

Investment round:

N/A

ARR:

N/A

Key stakeholders

These are the current top-level decision-makers at the company and their LinkedIn profiles. Check them for recent activity and updates

Alan Moore
Chief Executive Officer & Co-Founder
Kelsey Schaufler
President
Austin Gilmore
Product Owner

Latest news about AdvicePay

Here are some of the most recent media mentions. Use them in your sales prospecting to qualify a prospect's buyer intent and personalize outreach with the latest company updates

AdvicePay unveiled updated corporate branding on January 22, 2025, reflecting the evolution of its platform. The company also won the 2024 ThinkAdvisor Luminaries Firm Award for industry disruption in financial planning and earned its third consecutive spot on Inc. Magazine’s list of 5000 fastest-growing private companies[1].

AdvicePay and eMoney streamlined their workflow, allowing advisors to capture planning invoices directly in the client’s eMoney vault, enhancing integration and efficiency for financial planning payments[1][2].

AdvicePay promoted Kelsey Lewis to President on May 8, 2024, to work closely with CEO and founder Alan Moore in executing the firm’s short- and long-term plans[1].

Open job positions at AdvicePay

This company is actively hiring to fill these roles. Use this for sales prospecting if your solution assists, augments, or provides an alternative for the growing team and position.

Looks like we couldn't find any open jobs at this company at the moment. But we'll keep looking!
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