Insights

Gathering insights about XYPN…

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XYPN Tech Stack

XYPN uses 8 technology products and services including Canva, Power BI, Jamf, and more. Explore XYPN's tech stack below.

Canva
Audio, Video, Graphics
Power BI
Business Intelligence
Jamf
Enterprise Mobility Management
Slick
Javascript Libraries
Bootstrap
UI Frameworks
YouTube
Video Players
CSS
Web Tools And Plugins
Sumo
Widgets

Media & News

XY Planning Network partners with Holistiplan.
XYPN has officially partnered with Holistiplan, the tax planning software built for financial planners, to bring XYPN members an all-new included member benefit.
Sep 16, 2025 | www.xyplanningnetwork.com
XY Planning Network launches pilot program for the offering.
Co-founders Alan Moore and Michael Kitces said in subsequent news reports that XY Planning had launched a pilot program for the offering, with plans to onboard more advisors who may need personnel support as their businesses grow.
Oct 23, 2024 | citywire.com
XY Planning Network launches corporate RIA with six inaugural advisors.
XYPN launches corporate RIA with six inaugural advisors.
Mar 07, 2024 | www.wealthmanagement.com
XY Planning Network launches in-house RIA.
XY Planning Network is going ahead with the launch of an in-house RIA.
Feb 13, 2024 | citywire.com
XY Planning Network launches How I Did It.
XY Planning Network is excited to launch a new series of XYPN member stories entitled "How I Did It."
Aug 28, 2023 | www.xyplanningnetwork.com
YourStake partnered with XY Planning Network on Nov 10th '21.
YourStake, a platform that equips asset managers and financial advisors with the tools, data, and reporting metrics needed to make sustainable investing accessible, today announced a partnership with XY Planning Network (XYPN ), the leading financial planning platform for fee-for-service financial advisors who serve next-gen clients.
Nov 10, 2021 | finance.yahoo.com
Seven Group partners with XY Planning Network.
NEW YORK, Aug. 18, 2021 /PRNewswire/ -- Seven Group, a New York City -based marketing platform catering exclusively to financial advisors, today announced a partnership with XY Planning Network (XYPN), the leading organization of fee-only financial advisors who specialize in working with next-gen clients.
Aug 18, 2021 | finance.yahoo.com

XYPN's Email Address Formats

XYPN uses at least 1 format(s):

XYPN 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

Where is XYPN's headquarters located?

XYPN's main headquarters is located at Bozeman, MT 59715 US. The company has employees across 6 continents, including North AmericaAsiaEurope.

What is XYPN's phone number?

You can contact XYPN'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 XYPN's official website and social media links?

XYPN's official website is xyplanningnetwork.com and has social profiles on LinkedIn.

What is XYPN's NAICS code?

XYPN's NAICS code is 52 - Finance and Insurance.

How many employees does XYPN have currently?

As of October 2025, XYPN has approximately 179 employees across 6 continents, including North AmericaAsiaEurope. Key team members include Chief People Officer: R. J. W.Vice President Finance: H. W.Head Of Xypn Invest: T. H.. Explore XYPN's employee directory with LeadIQ.

What industry does XYPN belong to?

XYPN operates in the Financial Services industry.

What technology does XYPN use?

XYPN's tech stack includes CanvaPower BIJamfSlickBootstrapYouTubeCSSSumo.

What is XYPN's email format?

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

When was XYPN founded?

XYPN was founded in 2014.

XYPN

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.