Insights

Growth and Expansion XY Planning Network is experiencing rapid growth with recent launches of in-house and corporate RIAs, as well as pilot programs to onboard more advisors, indicating increasing demand for scalable, supportive platforms in the financial advisory space.

Strategic Partnerships The company's collaborations with Holistiplan, YourStake, and Seven Group highlight a strategic focus on enhancing value for members through integrated tax planning, sustainable investing, and marketing support, creating cross-selling opportunities for complementary financial technology and service providers.

Technology Adoption With a diverse tech stack including HubSpot, Stripe, and cloud solutions like Amazon S3, XYPN demonstrates a commitment to modern, integrated digital tools. This presents opportunities to sell advanced CRM, client engagement, and data management solutions tailored for financial advisory firms.

Financial Strength Having reported revenues between 100M and 250M, XYPN shows strong financial health and market presence, making it a potential ideal partner or client for sophisticated financial products, back-office solutions, and professional development services tailored to a large, growing network.

Market Positioning As a leader in supporting fee-only, next-generation financial advisors with complete business autonomy, XYPN is well-positioned to adopt innovative technologies and services that enhance advisor profitability and client relationships, opening sales opportunities in advisor support tools, compliance, and branding services.

Similar companies to XY Planning Network

XY Planning Network Tech Stack

XY Planning Network uses 8 technology products and services including Lucky Orange, Amazon S3, Webpack, and more. Explore XY Planning Network's tech stack below.

Lucky Orange
Analytics
Amazon S3
Content Delivery Network
Webpack
Development
Goober
Javascript Libraries
HubSpot
Marketing Automation
Stripe
Payment Processing
Cowboy
Web And Application Servers
Responsive Lightbox & Gallery
Web Platform Extensions

Media & News

XY Planning Network's Email Address Formats

XY Planning Network uses at least 1 format(s):

XY Planning Network Email Formats	Example	Percentage
First@xyplanningnetwork.com	John@xyplanningnetwork.com	44%
First.Last@xyplanningnetwork.com	John.Doe@xyplanningnetwork.com	10%
Last@xyplanningnetwork.com	Doe@xyplanningnetwork.com	2%
First@xyplanningnetwork.com	John@xyplanningnetwork.com	44%

Frequently Asked Questions

What is XY Planning Network's phone number?

You can contact XY Planning Network's main corporate office by phone at

+1-406-219-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is XY Planning Network's official website and social media links?

XY Planning Network's official website is xyplanningnetwork.com and has social profiles on LinkedIn.

What is XY Planning Network's NAICS code?

XY Planning Network's NAICS code is 52 - Finance and Insurance.

How many employees does XY Planning Network have currently?

As of December 2025, XY Planning Network has approximately 177 employees across 6 continents, including North AmericaAsiaEurope. Key team members include Ceo & Co-Founder: A. M.Chief People Officer: R. J. W.Vice President Finance: H. W.. Explore XY Planning Network's employee directory with LeadIQ.

What industry does XY Planning Network belong to?

XY Planning Network operates in the Financial Services industry.

What technology does XY Planning Network use?

XY Planning Network's tech stack includes Lucky OrangeAmazon S3WebpackGooberHubSpotStripeCowboyResponsive Lightbox & Gallery.

What is XY Planning Network's email format?

XY Planning Network's email format typically follows the pattern of First@xyplanningnetwork.com. Find more XY Planning Network email formats with LeadIQ.

When was XY Planning Network founded?

XY Planning Network was founded in 2014.

XY Planning Network

Q: How many employees does XY Planning Network have currently?

XY Planning Network has approximately 177 employees.

Q: What technology does XY Planning Network use?

XY Planning Network's tech stack includes parallax.js, jQuery, Facebook Pixel, Piwik, LastPass.

Financial ServicesMontana, United States51-200 Employees

XYPN makes it possible. 

Launch, run, and grow the fee-only firm of your dreams with complete autonomy.
Make it possible with the only advisor support system that connects you with everything you need to succeed profitably—including a support network of collaborative peers—and guarantees 100% ownership of your business, client relationships, data, and brand.