Fundraising Fox
AdvicePay
Bozeman, US · Founded 2016 · Delaware corporation · 1 known investors
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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.
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Robert Alan MoorePresident and Director
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Michael KitcesVice-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.
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Alan MooreAlan 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
Kokopelli Capitallisted by Kokopelli CapitalBoulder · $25K – $300Kvia Fletcher Richman · inferred
How we know: Kokopelli Capital's portfolio page · the VCSheet dataset · Not right? Tell us
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.
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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.