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AdvicePay

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Luminaries 2025 Winner

Operations

Luminaries 2025 Impact Statement

AdvicePay is transforming the business infrastructure behind modern financial advice. Originally built to enable scalable, compliant fee-for-service billing, AdvicePay has now expanded its impact with the acquisition of AdvisorBOB, a leading advisor compensation engine trusted by top wealth management firms. This solves one of the industry’s most persistent operational problems: outdated compensation systems that drain staff time, introduce risk and limit firms' ability to reward planning-first advice. By uniting billing, compensation, and compliance, AdvicePay empowers firms to automate complex payouts, give advisors real-time visibility into earnings and align incentives with firm goals. AdvicePay is focused on the infrastructure that makes sustainable business model evolution possible.