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
Signal Type
Dec
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ZI Rank
2
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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 financials insights
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2020
Debt
$350K
XY Planning Network Tech Stack
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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
