AdvicePay

$11.0M revenue • 50 employees • United States

Last Updated Oct 5, 2026

Company Overview

Company Name

AdvicePay

Address

United States

Approx. Annual Revenue

$11.0M

Employees

50

Established

2015

About AdvicePay

AdvicePay is a billing and payment solution designed for fee-for-service financial planning. The company, based in the United States, offers efficient, compliant, and secure payment processing features, including flexible billing options, payment processing, e-signature, RIA compliance, and data security. AdvicePay provides customizable solutions for financial planning businesses of various sizes.

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Key Decision Makers

Scott Doty Chief Information Security Officer & Head of Business Operations
LinkedIn
Michael Kitces Co-Founder
LinkedIn
Kelsey Lewis President
LinkedIn
Shannon Beck Head of Sales & Marketing
Alan Moore CEO & Co-Founder
LinkedIn