XYPN

XYPN

Financial Services

Bozeman, MT 10,647 followers

XYPN makes it possible for fee-for-service financial advisors to build the firm of their dreams with complete autonomy.

About us

XYPN makes it possible. XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services.

Website
https://www.xyplanningnetwork.com/
Industry
Financial Services
Company size
51-200 employees
Headquarters
Bozeman, MT
Type
Privately Held
Founded
2014
Specialties
Fee Only Financial Planning and Business Coaching

Locations

Employees at XYPN

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