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Xy Planning Network

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xy planning network is the leading organization of fee-only financial advisors who specialize in working with generation x and generation 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.

Headquarters:
Bozeman, Montana, United States, 59715
Industry:
Financial Services
Founded:
2014
Employees:
178
Annual Revenue:
-
Type: Private
Ticker: -
United States 102India 37Germany 8Hungary 4Czechia 3China 2Brazil 2Malaysia 2Argentina 2Pakistan 1Vietnam 1Italy 1Kenya 1Slovakia 1Turkey 1Saudi Arabia 1Austria 1Slovenia 1Poland 1Serbia 1France 1
Fee Only Financial PlanningBusiness CoachingEstate PlanningTax PlanningRetirement PlanningFinancial PlanningPortfolio ManagementInvestmentsInvestment AdviceFinancial Services
SIC Code: 4899Major Group: CommunicationsIndustry Group: Communications Services, Not ElsewhereIndustry Sector: Communications Services, Not Elsewhere Classified
NAICS Code: 81299Sector: Other Services (Except Public Administration)Sub Sector: Personal and Laundry ServicesIndustry Group: Other Personal ServicesNAICS Industry: All Other Personal ServicesNational Industry:

Frequently asked questions about Xy Planning Network

Let us help answer the most common questions you might have.

Where is Xy Planning Network located?

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Xy Planning Network's headquarters is located at Bozeman, Montana, United States, 59715

What is Xy Planning Network's official website?

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Xy Planning Network's official website is xyplanningnetwork.com

What is Xy Planning Network's SIC code?

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SIC Code: 4899Major Group: CommunicationsIndustry Group: Communications Services, Not ElsewhereIndustry Sector: Communications Services, Not Elsewhere Classified

What is Xy Planning Network's NAICS code?

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NAICS Code: 81299Sector: Other Services (Except Public Administration)Sub Sector: Personal and Laundry ServicesIndustry Group: Other Personal ServicesNAICS Industry: All Other Personal ServicesNational Industry:

How many employees does Xy Planning Network have?

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Xy Planning Network has 178 employees

What industry does Xy Planning Network belong to?

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Xy Planning Network is in the industry of: Financial Services

What are Xy Planning Network's social media links?

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Xy Planning Network Facebook page
Xy Planning Network Twitter page
Xy Planning Network Linkedin page

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Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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Calling Distrobird an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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