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AdvicePay Wins 2024 ThinkAdvisor Luminaries Firm Award – Industry Disruption for Financial Planning
Award recognizes new features that offer expanded functionality and integration. BOZEMAN, MT. | December 19, 2024 Advice …
AdvicePay Earns Third Consecutive Spot on Inc. Magazine’s ‘List of 5000 Fastest-Growing Private Companies’
The Montana-based fintech firm was named the No. 4 company in the state and the 195th fastest-growing software business, …
AdvicePay Promotes Kelsey Lewis to President
Lewis will work closely with CEO and founder Alan Moore to execute the firm’s short- and long-term plans. BOZEMAN, MT. M …
AdvicePay and eMoney Streamline Workflow to Get Paid for Financial Planning with Integrations
The new features help eMoney advisors capture AdvicePay’s planning invoices directly in the client’s eMoney vault BOZEMA …
AdvicePay Surpasses 1 Million Transactions on its Fee-for-Service Platform
The milestone reflects the growth in non-AUM advisor fee models and increasing interest in services beyond investment ma …