Total Funding
59
61
Total FundingVenture - Series Unknown raised
Growth Score
-23 pts
Heat Score
-11 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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79017
AdvicePay is a developer of a payment processing platform created to change compliant retainer billing.
Michael Kitces: Co-FounderPast Role: Pinnacle Advisory Group, Partner, Director of Wealth Management- Bill Winterberg: VP of Financial Planning Growth
About the Company
AdvicePay is a developer of a payment processing platform created to change compliant retainer billing. Its payment processing platform is created for fee-for-service financial planning and complies with custody regulations and offers subscription billing, one-time payments from credit cards and separate advisory and client portals, enabling
financial advisors to expand the accessibility of financial planning.
