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Bozeman tech company AdvicePay to expand after raising $500,000 with Montana's Front Street Capital Management and Goodworks Ventures leading the funding round.

November 9, 2017View for printing

AdvicePay , a Bozeman-based payment processing company for financial advisors, raised $500,000 in its initial funding round, the company announced Wednesday.

Two Missoula investment firms -- Front Street Capital Management and Goodworks Ventures -- led the seed funding.

Moore said most of the seed funding will go toward hiring a handful of local developers and salespeople.

By Lewis Kendall Chronicle Staff Writer ... d056e8.html


Montana Career Opportunity - Chief Technology Officer (CTO) - AdvicePay


AdvicePay Secures $500k Seed Round for First Compliant Payment Processing FinTech Solution for Financial Advisors

Co-founded by financial planning entrepreneurs and industry influencers Alan Moore and Michael Kitces, AdvicePay gives advisors the ability to bill and collect financial planning fees directly from a client's credit card, or bank account via Automated Clearinghouse (ACH). To ensure compliance with RIA custody regulations and avoid triggering custody audit requirements, AdvicePay also provides a portal for clients to directly enter and manage their payment information, review invoices and payments, and confirm any billing changes, while limiting advisors' access to private payment information. ... =cc38aee65e

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