Founded in 2016 by veteran financial advisors Alan Moore and Michael Kitces, AdvicePay was created to address the regulatory and operational challenges financial planners face when billing for fee-for-service advice. The company provides a secure, compliant, and efficient SaaS platform that allows financial advisors to manage client billing, accept online payments via ACH and credit card, and handle fee calculations while adhering to custody regulations from bodies like the SEC and FINRA. Its mission is to make financial planning more accessible to the public by simplifying the payment process for advisors.

Founded in

United States