AdvicePay

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Overview

Billing and payment software for fee-based advisors with credit card/ACH processing and subscription billing

Core Product

Payment processing for advisors

Strategic Fit for DCC

Payment processing could add Bitcoin payment acceptance and crypto fee billing

Integration Potential

Bitcoin payment acceptance

Leverage Type:Payment integration

Financial Profile

Estimated Revenue
$10M-$20M
Valuation Range
$40M-$80M
Revenue Model
SaaS + transaction fees
Profitability
Profitable
Recurring Revenue Strength
Transaction-based recurring

Risk Assessment

Payment processing competition

Company Information

Headquarters
United States
Founded
2016
Employees
20-50
Geographic Focus
North America
Primary Customers
Financial Advisors

Ownership & Funding

Ownership Type
Private
Last Known Funding
None disclosed

Leadership

CEO
Alan Moore
Research Date
2026-02-24