TheJobsMapAdvicePay jobs and careers
Bozeman, MT, United States
About AdvicePay
Established in 2016, AdvicePay is the only billing and payment processing platform created specifically for fee-for-service financial planning. Financial advisors benefit from efficient invoicing and payment workflows designed exclusively to support their businesses, including up-to-date compliance and data security management. Users can issue agreements for client e-signature, accept ACH and credit cards, bill hourly or one-time fees, or establish recurring retainer or subscription billing compliantly – all through the AdvicePay system.
Founded in 2016 by Alan Moore and Michael Kitces.
- Founded
- 2016
- Employees
- 11 to 50
- Total funding
- $3.8M
- Headquarters
- Bozeman
Leadership
The top of AdvicePay's org chart, with how many people report into each leader.
Kelsey Lewis
Senior Director, Customer Success
8 reports
Mary Moore
Head of Product & Development
5 reports
Scott Doty
Chief Information Security Officer / Head Of Business Operations
4 reports
Shannon Beck
Senior Director, Marketing
3 reports
Aaron Lindstrom
Lead Developer
2 reports
Honor Randall
Software Developer
1 report
Meghan Rauber
Human Resources Manager
Alan Moore
Co-Founder
Ashley Rumschlag
Customer Success Operations & Enablement Manager
2 reports
Kalia Vang
Customer Success Manager
Krista Thibodeau
Enterprise Customer Success Manager
Corey Getchell
Enterprise CSM
Alice Hossfeld
Happiness Ally
Géa Bines
Happiness Ally
Jessie Dugas
Engineering Manager
2 reports
Austin Gilmore
Product Owner
Board
Michael Kitces
Co-Founder
Jobs at AdvicePay
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