AdvicePay

AdvicePay is a payment processing solution that allows for compliant billing of recurring retainers without triggering RIA custody rules.

Business Model:

Revenue: $1M

Employees: 1-10

Detailed AdvicePay Information

Geographic Data

AdvicePay headquarters map

Address: -

City: Bozeman

State: MT

Zip: 59715

Country: US

Financial Info

Stage:

series unknown

Raised Last:

$1M

Raised Total:

$3M

Metrics

886,120Website Global Rank

40,412Website Monthly Traffic

Twitter Followers

Description

AdvicePay is a payment processing solution that allows for compliant billing of recurring retainers without triggering RIA custody rules.

Contact Phone:

Contact Email:

Announced Date Company Transaction Money Raised
Announced Date Transaction Number of Investors Money Raised Lead Investors
11/2017 Seed 2 $500k Goodworks Ventures
Front Street Capital
Front Street Capital
Goodworks Ventures
Goodworks Ventures
Front Street Capital
Front Street Capital
Goodworks Ventures
1/2019 Seed Round $2M
7/2018 Seed Round $275k
10/2020 Venture Round $1.1M
6/2018 Equity $275k
Announced Date Name Price

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