visualvisitorlogo
  • Our Platform downarrow
    Powerful Sales
    Intelligence     dashboard
    Platform Overview
    Buyer Intent Data
    B2B Prospect Data     Website Visitor ID Email Tracking
  • Why?downarrow
    Your Challenges Our Data See For Yourself
  • Pricing
  • Resourcesdownarrow
    Resellers
    Add Onsdrop
    Call Tracking     Keyword Level Tracking Reputation Management
    Integrations About Us
    Contactdrop
    Atlanta Jacksonville
    Blog Careers Support
    • Login Free Trial Schedule A Demo
    × Our Platform downarrow
    Why? downarrow
    Pricing Resources downarrow
    visualvisitorlogo ☰

    Xy Planning Network

    Get Full Access

    Description

    • XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Generation X and Generation Y clients.Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business.Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients.Whether youre an established advisor already working with Gen X and Gen Y clients, or youre looking to start your own firm, XY Planning Network is here to help.
    • location

      Headquarters:135 East Main St , Bozeman, , United States

      More
    • Xy Planning Network phone

      Phone Number:

    • Xy Planning Network website

      Website: https://www.xyplanningnetwork.com

    • Xy Planning Network employees

      Employees:133

    • Xy Planning Network revenue

      Revenue:$10 - 50M

    • Xy Planning Network legal name

      Legal Name:Xy Planning Network

    • Xy Planning Network's Social Media

      Xy Planning Network linkedin Xy Planning Network facebook
    • done Is this data correct?

    • |  NAICS Code: 523110  |

      Show More
    Person level website identification

    Chief People Officer for Xy Planning Network

    Ryan Watin

    Chief People Officer

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Ryan Watin

    Chief People Officer

    Pmc-Iii Stephanie Foster

    Chief Administrative Officer

    Vince Hockett

    Chief Engagement Officer

    Taylor Deardorff

    Product Owner

    Alan Moore

    Co-Founder Of Xy Planning Network And Founder Of Serenity Financial Consulting

    Frequently Asked Questions regarding Xy Planning Network

    • Where are Xy Planning Network's Headquarters?

      Xy Planning Network's Headquarters are in 135 East Main St ,Bozeman,,United States

    • What is Xy Planning Network's official website?

      Xy Planning Network's official website is https://www.xyplanningnetwork.com

    • What is Xy Planning Network's Revenue?

      Xy Planning Network's revenue is $10 - 50M

    • What is Xy Planning Network's NAICS code?

      Xy Planning Network's NAICS code is 523110

    • How many employees are working in Xy Planning Network

      Xy Planning Network has 133 employees

    • What is Xy Planning Network's Industry?

      Xy Planning Network is in the industry of Financial Services

    • Who is Xy Planning Network's Chief People Officer?

      Xy Planning Network's Chief People Officer is Ryan Watin

    • Who is Xy Planning Network's Chief Administrative Officer?

      Xy Planning Network's Chief Administrative Officer is Pmc-Iii Stephanie Foster

    Company Directory