XY PLANNING NETWORK
A Turnkey Financial Planning Platform Supporting Financial Advisors Serving Gen X & Millennials With A Monthly Retainer Model
XY PLANNING NETWORK
Industry:
Advice Finance Financial Services
Founded:
2014-04-04
Address:
Bozeman, Montana, United States
Country:
United States
Website Url:
http://www.xyplanningnetwork.com
Total Employee:
101+
Status:
Active
Contact:
406-413-9200
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Google Font API Google Analytics Apple Mobile Web Clips Icon Google Tag Manager WordPress Google Universal Analytics Font Awesome Domain Not Resolving
Similar Organizations
Oliver Financial Planning
Oliver Financial Planning provides private investment and financial advisory services to all business sectors.
Soesbe Financial
Soesbe Financial is a financial planning firm.
Current Employees Featured
Founder
Newest Events participated
Official Site Inspections
http://www.xyplanningnetwork.com Semrush global rank: 745.78 K Semrush visits lastest month: 51.63 K
- Host name: 199.60.103.68
- IP address: 199.60.103.68
- Location: Canada
- Latitude: 43.6319
- Longitude: -79.3716
- Timezone: America/Toronto
More informations about "XY Planning Network"
About XYPN - xyplanningnetwork.com
Real Independence. The only turnkey support platform where its members control 100% of their clients, business, revenue and data AND they choose the level of support they need to succeed throughout their firm journeySee details»
Meet Our Founders & Executives - XY Planning Network
We’re always looking for superstars to be part of our growing team. Check out the open positions below or visit our Careers page to join our job notification list.See details»
Home | Find an Advisor
Find your ideal financial advisor. XYPN is the leading network for fee-only advisors to start, run, and grow their own independent RIA.See details»
XYPN | Connect With Us - XY Planning Network
XYPN makes it possible for fee-for-service financial advisors to advise who they want, how they want. Our integrated support system offers everything needed to succeed profitably: curated technology, customized educational resources, a …See details»
XY Planning Network - Company Profile & Staff Directory
XY Planning Network | 6,586 followers on LinkedIn. XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y. | XY …See details»
XYPN - LinkedIn
XYPN | 10,984 followers on LinkedIn. XYPN makes it possible for fee-for-service financial advisors to build the firm of their dreams with complete autonomy. | XYPN makes it possible. XYPN is the ...See details»
XYPN - Crunchbase Company Profile & Funding
XYPN is the only turnkey advice and planning platform that makes it possible for fee-only financial advisors to build the independent firm of their dreams with complete autonomy.See details»
Service Team Contact Information - XY Planning Network
[email protected] Regular TD AmeritradeInstitutional P.O. Box 650567 Dallas, TX 75265-0567 Overnight TD Ameritrade Institutional 7801 Mesquite Bend Drive, Suite …See details»
XY Planning Network (XYPN) - Capitect
XY Planning Network (XYPN) is the leading organization of fee-only financial advisors who specialize in working with Gen X and Gen Y clients. XYPN offers comprehensive resources to …See details»
XY Planning Network - Overview, News & Similar companies
May 18, 2023 XY Planning Network contact info: Phone number: (406) 413-9200 Website: www.xyplanningnetwork.com What does XY Planning Network do? XY Planning Network is …See details»
Community | XYPN LIVE 2025 - XY Planning Network
Get ready to walk away with fresh ideas, new solutions, and—most importantly—meaningful connections. The most important part of membership is the Community—that’s what we’re all …See details»
FAQs | XYPN LIVE 2025 - XY Planning Network
XYPN is the only advisor support platform that makes it possible for fee-only financial planners to build the independent firm of their dreams with complete autonomy.See details»
XYPN Membership Guide | Resources - xyplanningnetwork.com
Get to know all the perks of XYPN membership. Explore our Membership Guide for details about all of the b enefits your membership includes: . Carefully curated technology solutions …See details»
Home | XYPN LIVE 2025
Connect, reconnect, and work ON your business with the Network at XYPN LIVE. The Network is heading to Austin, TX in 2025 to celebrate all the ways financial advisors advise. XYPN LIVE …See details»
Why We Need the XY Planning Network
3 min read April 30, 2014See details»
XYPN Expands Ranks of Female Executives with Non-Traditional …
Bozeman, MT (January 17, 2020) – XY Planning Network (XYPN), the leading organization supporting fee-for-service financial advisors who deliver comprehensive financial planning …See details»
Log In | XYPN - meetings.xyplanningnetwork.com
Welcome to XYPN! Current Members. Please sign in to your account to continue. Create a Free Account to Join. Please register for a free Community Membership account to get started!See details»
How XY Planning Network Has Evolved with Its Growing …
Jul 25, 2019 Over the past year and a half, XYPN’s Member Experience Team has spoken with 90% of the Network's 980+ members in a one-on-one capacity. Our team’s mission is to …See details»
EY Network | EY - Global
EY is the global organization made up of the member firms of Ernst & Young Global Limited (EYG). EY member firms have agreed to work together as a network under a common brand …See details»
Schedule Guide - XY Planning Network
Main Stage events take place on the main stage and include our keynote speakers and time for XYPN's leadership team to give you an update and keep you informed about what’s going on …See details»