Tech Company Financing Transactions
AdvicePay Funding Round
AdvicePay closed a $500 thousand Seed funding round on 11/9/2017. Investors included Front Street Capital, Good Works Ventures and private investors.
Transaction Overview
Company Name
Announced On
11/9/2017
Transaction Type
Venture Equity
Amount
$500,000
Round
Seed
Investors
Front Street Capital (Lead Investor)
Good Works Ventures (Lead Investor)
Proceeds Purpose
This latest round of capital will be deployed to build out AdvicePay's development and customer support teams and enable the company to expand the payment processing solution to all financial advisors beyond just XYPN members.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
Undisclosed
Bozeman, MT 59715
USA
Bozeman, MT 59715
USA
Phone
Undisclosed
Website
Email Address
Not Recorded
Overview
AdvicePay is the first and only payment processing platform built for specifically for financial advisors. We aim to make financial planning services available to consumers without high investment balances by building a compliant payment solution to process financial planning fees.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Alan Moore
Co-Founder
Michael Kitces
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We do our best to document every notable VC transaction. All VC database entries on this site come from news reports and company announcements. The data is sourced from VentureDeal.com, an affiliated venture.
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