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

Shannon Beck

Aaron Lindstrom

Meghan Rauber

Alan Moore

Mary Moore

Honor Randall

Scott Doty

Kelsey Lewis

Sean Fannon

Customer Support and Success

Leadership Team

Technical Support and Development

Teams at AdvicePay

Customer Support and Success

Leadership Team

Technical Support and Development