AdvicePay
Builders in Fintech has recorded 2 equity rounds for AdvicePay, most recently a seed (extension) round of $2M on 25 January 2019.
Added ·
- $2.5M
- Seed (extension) · $2M · 25 January 2019
Timeline
Seed (extension) · $2M
Seed · $500K · Goodworks (lead), Front Street
All funding rounds in the database
Product
Billing, payments and compliance for fee-based financial planners
Payments
Markets: United States
AdvicePay is a US billing and payments platform for financial advisors who charge fees for planning. Firms invoice clients and collect payments by card or bank transfer, run engagement workflows, give compliance teams oversight of fees and agreements, and manage advisor compensation, with plans for small firms through large enterprises and an API.
Description from the company website · Source