XYPN Invest
Investment Management
Bozeman, Montana 122 followers
We help advisors make investment management a successful part of their businesses.
About us
At XYPN Invest, we understand the challenges that come with running a growing RIA. That's why our main goal is to help you scale your growing business without the pressure to hire a team or work longer hours. We aim to save you time so you can focus on what you love about financial planning and helping clients reach their ideal life.
- Website
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https://www.xyplanningnetwork.com/invest
External link for XYPN Invest
- Industry
- Investment Management
- Company size
- 2-10 employees
- Headquarters
- Bozeman, Montana
- Type
- Partnership
- Founded
- 2017
- Specialties
- TAMP, Investment Management, and Asset Management
Locations
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Primary
Get directions
24 E Main St
Bozeman, Montana 59715, US
Employees at XYPN Invest
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Jonathan Yokley
Results-Driven Professional | Expertise in Client Relations, Strategic Problem-Solving, and Driving Growth Across Industries
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Arthur Harter
Investment Operations Specialist
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Sarah Orlando, MBA
Sales & Onboarding Manager
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Jeff Snodgrass
Managing Director | Financial Advisor