AdvicePay

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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... Read more

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Employees

11-50

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Org chart

Alan Moore
Co-Founder
Scott Doty
Chief Information Security Officer / Head Of Business Operations
Mary Moore
Head of Product & Development
Kelsey Lewis
Senior Director, Customer Success
Shannon Beck
Senior Director, Marketing
Honor Randall
Enterprise Relationship Manager
Meghan Rauber
Human Resources Manager
Aaron Lindstrom
Lead Developer
Sean Fannon
Relationship Manager

Board & advisors

Michael Kitces
Co-Founder & Owner