AdvicePay
Bozeman, US · Founded 2016 · Delaware corporation · 1 known investors
Find your way into AdvicePay
79 people in our graph share verified history with the AdvicePay team — schools, employers, funds. One of them is your warm intro.
Brendanunlockedknows Alan Moore · together at University of Georgia (overlapped)
×3knows the team · via University of Georgia
×6knows the team · via Bates College
×2knows the team · via The University of Tulsa
AdvicePay provides a billing and payment platform for fee-for-service financial planning, handling invoicing and regulatory compliance for financial advisors. It serves broker-dealers, RIAs, and solo advisors across the US.
Founders & leadership
AdvicePay was founded in 2016 by Robert Alan Moore, Michael Kitces, and Alan Moore.
RA
Robert Alan MoorePresident and Director
MK
Michael KitcesinVice-President and DirectorMichael Kitces holds the MSFS, MTAX, and CFP® credentials and serves as Head of Planning Strategy at Focus Partners Wealth in St. Louis; he is also co-founder of XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting, and publishes content on financial planning through his blog and e-newsletter.
AM
Alan MooreinAlan Moore holds an MS and CFP designation and co-founded XY Planning Network, a support organization for independent financial advisors. He is CEO of AdvicePay, a payment processor serving financial advisors, and hosts XYPN Radio, a podcast for independent financial professionals.
YC
Yves-Marc CourtinesNamed on SEC filing
Investors · 1
Reported raises · per SEC filings
Form D private placements$1.8M disclosed across 4 rounds · 2017–2020
▶$1.1MraisedOct 2020 · 18 investors · Business ServicesRule 506(b)
▶$1.1MraisedOct 2020 · 18 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- ROBERT ALAN MOOREExecutive Officer, Director, Promoter
- MICHAEL ERNEST KITCESExecutive Officer, Director, Promoter
- YVES-MARC COURTINESDirector
- Offering amount
- $1.5M
- Amount sold
- $1.1M
- First sale
- Sep 2020
- Incorporated
- Corporation, Delaware, 2016
- Federal exemptions
- 06b
▶$228.5KraisedNov 2019 · 8 investors · Business ServicesRule 506(b)
▶$228.5KraisedNov 2019 · 8 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- Michael Ernest KitcesExecutive Officer, Director, Promoter
- Yves-Marc CourtinesDirector
- Robert Alan MooreExecutive Officer, Director, Promoter
- Offering amount
- $1.5M
- Amount sold
- $228.5K
- First sale
- Nov 2019
- Incorporated
- Corporation, Delaware, 2016
- Federal exemptions
- 06b
▶$275KraisedJul 2018 · 2 investors · Business ServicesRule 506(c)
▶$275KraisedJul 2018 · 2 investors · Business Services
Rule 506(c)Officers, directors & promoters on the filing
- Michael Ernest KitcesExecutive Officer, Director, Promoter
- Robert Alan MooreExecutive Officer, Director, Promoter
- Yves-Marc CourtinesDirector
- Offering amount
- $2M
- Amount sold
- $275K
- Minimum investment
- $50K
- First sale
- Jun 2018
- Incorporated
- Corporation, Delaware, 2016
- Federal exemptions
- 06c
▶$200KraisedOct 2017 · 5 investors · Business ServicesRule 506(b)
▶$200KraisedOct 2017 · 5 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- Robert Alan MooreExecutive Officer, Director
- Yves-Marc CourtinesDirector
- Michael Ernest KitcesExecutive Officer, Director
- Offering amount
- $500K
- Amount sold
- $200K
- Proceeds to insiders
- $51K
- First sale
- Oct 2017
- Incorporated
- Corporation, Delaware, 2016
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Founder mafia
2 people who came through AdvicePay went on to found or lead other companies.
Competitors · 6
by search overlap
Stripe62 shared keywordsStripe provides financial infrastructure for businesses to accept payments, offer financial services, and implement custom revenue models across international markets in 135+ currencies.
ADP60 shared keywordsADP provides cloud-based human capital management solutions that integrate payroll, HR, talent management, time and attendance, tax, and benefits administration for businesses globally. The company serves as a comprehensive provider of HCM software and business outsourcing services with analytics and compliance expertise.
Intuit®52 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.
homebase44 shared keywordsHomebase is a management platform for small businesses that includes team messaging, scheduling, shift tracking, onboarding, and payroll features. It serves restaurants, retail, and other hourly-wage businesses with tools for employee communication, scheduling, and performance tracking.
SmartAsset43 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Payactiv39 shared keywordsPayactiv provides earned wage access (EWA) offered through employers, letting workers access their earned wages before payday, along with a Visa card, bill pay, discounts, financial counseling, and budgeting and savings tools. It serves employees and employers as a financial wellness and payroll-linked benefits platform.
Companies competing with AdvicePay for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does AdvicePay do?
- AdvicePay provides a billing and payment platform for fee-for-service financial planning, handling invoicing and regulatory compliance for financial advisors. It serves broker-dealers, RIAs, and solo advisors across the US.
- Who founded AdvicePay?
- AdvicePay was founded by Robert Alan Moore, Michael Kitces, Alan Moore in 2016.
- Who are AdvicePay's investors?
- AdvicePay's investors include Kokopelli Capital.
- How much funding has AdvicePay raised?
- AdvicePay has disclosed $1.8M raised across 4 rounds.
- Where is AdvicePay headquartered?
- AdvicePay is headquartered in Bozeman, US.