XY Planning Network Revenue and Competitors
Estimated Revenue & Valuation
- XY Planning Network's estimated annual revenue is currently $40M per year.
- XY Planning Network's estimated revenue per employee is $143,000
Employee Data
- XY Planning Network has 280 Employees.
- XY Planning Network grew their employee count by -1% last year.
XY Planning Network's People
| Name | Title | Email/Phone |
|---|---|---|
1 | CEO & Co-Founder | Reveal Email/Phone |
2 | VP | Reveal Email/Phone |
3 | Co-founder | Reveal Email/Phone |
4 | VP (of Getting S*** Done) | Reveal Email/Phone |
5 | VP, Sales & Marketing | Reveal Email/Phone |
6 | VP Membership | Reveal Email/Phone |
7 | Director, XY Bean Counters | Reveal Email/Phone |
8 | Managing Director XY Compliance Solutions | Reveal Email/Phone |
9 | Director Partnerships | Reveal Email/Phone |
10 | Director Operations (XY Tax Solutions) | Reveal Email/Phone |
XY Planning Network Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $5.1M | 49 | 7% | N/A | N/A |
#2 | $3.4M | 33 | -6% | N/A | N/A |
#3 | $2.2M | 24 | -8% | N/A | N/A |
#4 | $3.7M | 36 | 89% | N/A | N/A |
#5 | $329.8M | 1812 | 7% | N/A | N/A |
#6 | $40M | 280 | -1% | N/A | N/A |
#7 | $40.3M | 282 | 5% | N/A | N/A |
What Is XY Planning Network?
XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients. Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business. Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients. Whether you're an established advisor already working with Gen X and Gen Y clients, or you're looking to start your own firm, XY Planning Network is here to help.
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Total Funding
280
Number of Employees
$40M
Revenue (est)
-1%
Employee Growth %
N/A
Valuation
N/A
Accelerator
XY Planning Network News
We are an educational partner for the CFP (certified financial planner) Board, the XY Planning Network, the National Association of Personal...
In a Twitter thread about the fee increase, XY Planning Network co-founder Michael Kitces wrote that the CFP Board and CEO Kevin Keller had a...
Other Companies in Bozeman
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $15M | 295 | 8% | N/A |
#2 | $57.6M | 318 | N/A | N/A |
#3 | $73.8M | 328 | N/A | N/A |
#4 | $75M | 409 | N/A | N/A |
#5 | $423.5M | 1043 | 6% | N/A |