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The Kokofolio is Hiring

Kokopelli
Kokopelli
23
companies
54
Jobs
AdvicePay
AdvicePay
advicepay.com

Locations

Bozeman, MT, USA

industry

Finance · Software

Size

11-50 employees

Stage

Other

founded in

2017

AdvicePay is a developer of a payment processing platform created to change compliant retainer billing. The company's payment processing platform is created for fee-for-service financial planning and complies with custody regulations and offers subscription billing, one-time payments from ACH and credit cards and separate advisory and client portal, enabling financial advisors to expand the accessibility of financial planning.

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