XY Planning Network
Business Services · Montana, United States · 11-50 Employees
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Overview
Headquarters
24 E Main St, Bozeman, Montana, 59715, U...Phone Number
(406) 413-9200Website
www.xyplanningnetwork.comRevenue
$5.3 MillionIndustry
ZI Rank: 1
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About XY Planning Network
XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.Explore more
XY Planning Network Org Chart
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XY Planning Network is experiencing very low activity levels compared to other companies in the Business Services sector.
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XY Planning Network is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about XY Planning Network.
XY Planning Network financials insights
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2020
Debt
$350K
XY Planning Network Tech Stack
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XY Planning Network News & Media
XYPN Members Add More Than 20,000 New Clients As Fee-For-Service Planning Gains Momentum
XYPN member firms now more than 10% of all state RIAs providing financial planning BOZEMAN, Mont., Oct. 10, 2022 /PRNewswire/ -- XY Planning Network (XYPN) kicked off their 8th annual #XYPNLIVE conference in Denver, Colorado to celebrate the ongoing growth of independent fee-for-service...XY Planning Network Empowers Independent Advisors with Business Improvements for 2022
BOZEMAN, Mont., Nov. 9, 2021 /PRNewswire/ -- An advisor's success isn't solely reliant upon financial expertise. It also requires surrounding themselves and their business with quality programs, custom solutions, and community support to help it run effectively. XY Planning Network...Seven Group Partners With XY Planning Network to Help Financial Advisors Elevate Their Marketing and Expand Their Digital Reach
The partnership between Seven Group and XYPN gives advisors a tactical advantage in the digital world.XY Planning Network Takes Fiduciary Fight To States And Hires Advocacy Consultant Duane Thompson
BOZEMAN, Mont., Oct. 12, 2020 /PRNewswire/ -- XY Planning Network (XYPN), a membership organization comprised of more than 1,300 independent fee-for-service financial advisors, today announced that it will not appeal its unfavorable 2nd Circuit ruling on Regulation Best Interest, but it...
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XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advi... Read More
