XY Planning Network Competitors, Revenue, Alternatives and Pricing

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Bozeman, MT USA
Total Funding:N/A
Lead Investor(s):N/A

Industry Ranking

State Ranking

Estimated Revenue & Financials

  • XY Planning Network's estimated annual revenue is currently $33.2M per year.(?)
  • XY Planning Network's estimated revenue per employee is $210,000

Employee Data

  • XY Planning Network has 158 Employees.(?)
  • XY Planning Network grew their employee count by 30% last year.
  • XY Planning Network currently has 1 job openings.

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients.\n\nCo-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.\n\nOur mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients.\n\nWhether 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.