Insights

Growing Revenue Stream With an impressive revenue range of 100 million to 250 million, XYPN presents a significant market opportunity for partners offering financial technology, training, or support services aimed at scaling profitable fee-only advisory firms.

Expanding Advisory Network XYPN's recent launch of in-house and corporate RIAs along with pilot programs indicates ongoing growth and onboarding efforts, suggesting a need for scalable operational tools, compliance solutions, and client management technologies.

Strategic Partnerships Their collaborations with firms like Holistiplan, YourStake, and Seven Group demonstrate a preference for integrated solutions and strategic alliances, making them receptive to innovative offerings that can enhance their member benefits.

Technology Adoption Utilizing a varied tech stack including Power BI, Jamf, Canva, and YouTube, XYPN values technology-driven efficiency and engagement, highlighting opportunities for sales of analytics, client engagement, and digital content tools.

Market Position & Branding Operating within a competitive landscape alongside firms like Carson Wealth and Mercer Advisors, XYPN's focus on next-generation clients and autonomy presents opening for sales of niche marketing platforms, branding strategies, and specialized client acquisition services.

Similar companies to XYPN

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

XYPN's Email Address Formats

XYPN uses at least 1 format(s):

XYPN Email Formats	Example	Percentage
First@xyplanningnetwork.com	John@xyplanningnetwork.com	43%
First.Last@xyplanningnetwork.com	John.Doe@xyplanningnetwork.com	11%
Last@xyplanningnetwork.com	Doe@xyplanningnetwork.com	3%
First@xyplanningnetwork.com	John@xyplanningnetwork.com	43%

Frequently Asked Questions

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 SIC code NAICS code?

XYPN's SIC code is 4899 - Communications Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does XYPN have currently?

As of February 2026, XYPN has approximately 175 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 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

Q: What is XYPN's official website and social media links?

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

Q: How many employees does XYPN have currently?

XYPN has approximately 175 employees.

Q: What technology does XYPN use?

XYPN'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.