Awards and Recognitions

We’re Proud of What We Do

Unlike other billing and payment software, we’re not trying to be all things to all people. AdvicePay is solely focused on serving our niche: financial advisors.

Because we’re committed to one industry, we’re able to serve that industry well. And, we’re humbled and proud to say, others have taken notice. We’ve been honored to receive recognition for our efforts. These acknowledgments are secondary to the satisfaction of our users, but they do add to our motivation to continuously improve and grow in our ability to serve our users.


2024 Inc. 5000 List of America’s Fastest-Growing Private Companies

AdvicePay has once again been recognized on the Inc. 5000 List of America’s Fastest-Growing Private Companies for the third year in a row! This year, AdvicePay earned the distinction of being ranked No. 1,610. This achievement is a testament to our continuous growth and commitment to innovation in the fee-for-service financial planning space. We are honored to be among such a prestigious group of companies


2024 Wealth Management Industry Award Finalist

AdvicePay has been named a 2024 WealthManagement.com Industry Awards finalist in the Thought Leadership category for our 2024 Fee-for-Service Industry Trend Report. This recognition underscores our commitment to leading the conversation around fee-for-service financial planning and empowering advisors with insights that drive their success.


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2023 Kitces Report on Financial Advisor Technology Use

The Kitces Report, titled “The Technology That Independent Financial Advisors Actually Use (And Like),” provides valuable survey insights directly from financial advisors about the technology they rely on and appreciate the most. We’re thrilled to announce that AdvicePay has been recognized as both a Market Leader and a Standout Tool in the Advisory Fee Billing category.


2023 Inc. 5000 List of America’s Fastest-Growing Private Companies

AdvicePay has been recognized on the 2023 Inc. 5000 List of America’s Fastest-Growing Private Companies! This year, AdvicePay has earned the impressive rank of No. 1,252. Being featured on this prestigious list highlights our remarkable growth and success within the dynamic segment of independent businesses. 


2022 Inc. 5000 List of America’s Fastest-Growing Private Companies

Inc. revealed that AdvicePay is No.636 on its annual Inc. 5000 list, the most prestigious ranking of the fastest-growing private companies in America! The list represents a one-of-a-kind look at the most successful companies within the economy’s most dynamic segment—its independent businesses.


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2022 Best Tech Startups in Bozeman The Tech Tribune

For the third time since 2019, we are recognized as one of the best tech startups in the beautiful city of Bozeman. Bozeman houses a variety of distinguished tech companies and we celebrate our continual recognition among them.


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WealthTech 100 Company 2022

We are thrilled to be recognized as a 2022 WealthTech 100 company, which places us among the top 100 innovative FinTech providers in the world that address opportunities faced by the wealth and asset management industries. Through the onset of COVID-19, the acceleration in digital innovation has been tremendous and with over 1,200 businesses reviewed it is a privilege to be named with this distinction.


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2021 Best Tech Startups in Montana The Tech Tribune

2021 marks the third year in a row that we have been named among the top 10 tech startups in Montana. As Montana’s tech environment continues to grow we are especially excited to be recognized as one of the best.


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2021 WealthManagement Industry Award Finalist

We are honored that our Enterprise Deliverables feature has been named a finalist in the 2021 WealthManagement Industry Awards. The awards are judged by a panel of independent judges made up of top names in the industry and overseen by WealthManagement.com editor-in-chief David Armstrong. The seventh annual event received a record-shattering number of nominations; more than 900 entries were received from 346 companies.


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2020 Best Tech Startups in Bozeman The Tech Tribune

We are proud to be based out of Bozeman, Montana and contribute to its thriving tech industry. 2020 is the second year we have been named to The Tech Tribunes list of Best Tech Startups in Bozeman. 


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2020 Best Tech Startups in Montana
The Tech Tribune

For the second year in a row, we are honored to be named among the top 10 tech startups in Montana. The Tech Tribune based their ranking on the following criteria: revenue potential, leadership team, brand/product traction, and competitive landscape.


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2019 Best Tech Startups in Montana The Tech Tribune

If you weren’t aware, Montana is a bit of a burgeoning tech hub. So, we were especially honored to be named among the top 10 tech startups in Montana for 2019. The Tech Tribune based their ranking on the following criteria: revenue potential, leadership team, brand/product traction, and competitive landscape.


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2019 Best Tech Startups in Bozeman The Tech Tribune

The Tech Tribune staff compiled the very best tech startups in Bozeman,  Montana and we are honored to be named among the top 10. We’re grateful to be a part of the Montana tech community and to participate in the Montana High Tech Business Alliance.


We’re Also in the News


Made with Love in Montana

We’re a plucky bunch, headquartered in stunningly beautiful Bozeman, Montana. When we’re not skiing, snowboarding, hiking, fly fishing, camping or otherwise exploring our beloved big sky country, we’re working hard. But, we’re very proud of our intentional, inclusive team culture that enables us to balance life and work.

Read more about our awesome team >

We’re grateful to be a part of the Montana tech community and to participate in the Montana High Tech Business Alliance.