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XY Planning Network Revenue and Competitors

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Bozeman, MT USA

Location

N/A

Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • XY Planning Network's estimated annual revenue is currently $31.3M per year.(i)
  • XY Planning Network's estimated revenue per employee is $143,000

Employee Data

  • XY Planning Network has 219 Employees.(i)
  • XY Planning Network grew their employee count by 0% last year.

XY Planning Network's People

NameTitleEmail/Phone
1
IT ManagerReveal Email/Phone
2
Executive Business CoachReveal Email/Phone
3
VP (of Getting S*** Done)Reveal Email/Phone
4
CEO & Co-FounderReveal Email/Phone
5
Director, XY Bean CountersReveal Email/Phone
6
Senior Events ManagerReveal Email/Phone
7
Managing Director XY Compliance SolutionsReveal Email/Phone
8
Director PartnershipsReveal Email/Phone
9
VP, Sales & MarketingReveal Email/Phone
10
Director TaxReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$4M386%N/AN/A
#2
$2.4M26-4%N/AN/A
#3
$1.5M19-5%N/AN/A
#4
$2.5M2887%N/AN/A
#5
$311M17095%N/AN/A
#6
$31.3M2190%N/AN/A
#7
$38.5M2693%N/AN/A
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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.

keywords:N/A

N/A

Total Funding

219

Number of Employees

$31.3M

Revenue (est)

0%

Employee Growth %

N/A

Valuation

N/A

Accelerator

XY Planning Network News

2022-04-19 - Edelman’s New Project Teaches Advisors About Digital Assets

We are an educational partner for the CFP (certified financial planner) Board, the XY Planning Network, the National Association of Personal...

2022-04-13 - CFP Board Boosts Annual Certification Fee by $100

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...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$53.7M271N/AN/A
#2
$15M2747%N/A
#3
$55.5M306N/AN/A
#4
$75M409N/AN/A
#5
$247.2M6826%N/A