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
Address: -
City: Bozeman
State: MT
Zip: 59715
Country: US
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 |
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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 |
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Announced Date | Name | Price |
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