XYPN
Founded 2014
About XYPN
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.
Company Facts
- Founded: 2014
- Legal name: XY Planning Network, Inc.
- Operating status: Operating
- Company type: For Profit
- IPO status: Private
- Employees: 101 – 250
- Estimated revenue: $1K – $10K
- Website: xyplanningnetwork.com
- Phone: 406-413-9200
Social Profiles
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