Advicent Solutions

Advicent is a provider of SaaS technology solutions for the financial advice and planning industry in the United States and Canada. Put simply, it is about accepting cards, bank transfers and wallets online or in person.

It makes the most sense for any business that takes money. Related areas on their profile: Financial Services and FinTech. As a large product team themselves (501 to 1,000 people), they tend to serve customers of a similar scale best. Bigger vendor, more process. Budget time for procurement.

Advicent Solutions is based in Milwaukee, Wisconsin and around since 1995. Their site is advicentsolutions.com.

Things worth asking about: rates, payout timing, chargeback handling, and developer tools. Get the renewal terms in writing before the first invoice.

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