AI Prospecting for AdvicePay
Company data:
Company size:
27 employeesWebsite URL:
https://www.advicepay.comIndustry
Financial ServicesHeadquarters:
Bozeman, Montana, USAInvestment round:
Privately HeldARR:
N/ALatest 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 has earned its third consecutive spot on Inc. Magazine's list of the 5000 fastest-growing private companies, showcasing a 322% revenue growth over the past three years and securing the No. 1,610 overall rank. The company has also completed its one-millionth transaction since its launch in 2018[4].
AdvicePay has promoted Kelsey Lewis to president, following her role as head of customer success. Lewis helped drive a 36% increase in transaction volume and maintained a 100% customer retention rate. She will manage day-to-day operations and serve as the highest point of escalation for customers[4].
AdvicePay has experienced a 102% increase in advisors added to the platform and a 193% growth in transaction volume over the past two years, with 19 of the 25 largest brokerage firms offering fee-for-service financial planning through AdvicePay, and the company having processed over $720 million in planning fees[1][3][5].
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.
Customer Success, Sales and Marketing Internship Opportunities
Human Resources Manager
Enterprise Relationship Manager
