XYPN - Crunchbase Company Profile & Funding

Q: Where is XYPN's headquarters?

XYPN is located in Bozeman, Montana, United States.

Overview

XYPN

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About XYPN

CB Rank

619040

XYPN is the advisor support platform that makes it possible for fee-only financial advisors to build the independent firm of their dreams

Founded

obfuscation

Private

Bozeman, Montana, United States

101-250

www.xyplanningnetwork.com

Advice

Finance

Financial Services

Key People

Angie Furubotten LaRosee: Member
Alan Moore: CEO and Co-Founder

Details

Legal Name

XY Planning Network, Inc.

Also Known As

XY Planning Network

Operating Status

Active

Company Type

For Profit

Founders

Alan Moore, Michael Kitces

About the Company

XYPN is the only advisor support platform that makes it possible for independent, fee-only financial planners to build the firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, like-minded community, and back-office and client support services.

Phone Number

406-413-9200

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Advisor Support Platform

A platform providing fee-only financial advisors with tools, resources, and support to launch, run, and grow independent Registered Investment Advisor (RIA) firms while maintaining full ownership of their business and client relationships.

RIA Compliance Support

Compliance services and expert guidance for fee-only financial advisors to register, maintain, and manage their Registered Investment Advisor firms in accordance with state and SEC regulations.