Company Overview
Team Members
Technologies
Email Formats
Competitors
Faqs

10 free leads on us

Use our Chrome Extension & instantly connect with prospects

Download Free
Use Google
crystals

Find Contacts

Homepage  >  Financial Software  > 

XY Planning Network

Company Name

XY Planning Network

Main Industry

Financial Software, Software

Website

www.xyplanningnetwork.com

Contact Information

Bozeman, Montana Office

135 E Main St, Bozeman, Montana, 59715, United States

Bozeman, Montana Office

24 E Main St, Bozeman, Montana, 59715, United States

(406) 413-9200

Bozeman, Montana Office

27 E Main St, Bozeman, Montana, 59715, United States

XY Planning Network Profile and History

XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and pr ovides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.

...Read More

The XY Planning Network

Xy Planning Network

Xy Planning Network Inc

Xy Planning Network LLC

XY Planning

Revenue

$5.3 M

Employees

33

Founded

2014

Primary Industries

Funding History

XY Planning Network raised a total of $350 K in funding over 1 rounds.

XY Planning Network Executive Team & Key Decision Makers

Name & TitleContact Info
Ryan Watin
Ryan Watin

Chief People Officer

❅❅❅❅@xyplanningnetwork.com

Visit Profile

Vince Hockett
Vince Hockett

Chief Revenue Officer

❅❅❅❅@xyplanningnetwork.com

(434) ❅❅❅-❅❅❅❅

Visit Profile

Stephanie Foster
Stephanie Foster

Chief Administrative Officer

❅❅❅❅@xyplanningnetwork.com

(470) ❅❅❅-❅❅❅❅

Visit Profile

Travis Johnson
Travis Johnson

Director, Compliance

❅❅❅❅@xyplanningnetwork.com

Visit Profile

Heather Walstad
Heather Walstad

Director, Finance

❅❅❅❅@xyplanningnetwork.com

(678) ❅❅❅-❅❅❅❅

Visit Profile

Monique Dutkowsky
Monique Dutkowsky

Director, Strategic Initiatives

❅❅❅❅@xyplanningnetwork.com

Visit Profile

Travis Gano
Travis Gano

Director, Operations

❅❅❅❅@xyplanningnetwork.com

Visit Profile

Nicole McCown
Nicole McCown

Director, Tax

❅❅❅❅@xyplanningnetwork.com

(406) ❅❅❅-❅❅❅❅

Visit Profile

Rhonda Collins
Rhonda Collins

Director, Tax

❅❅❅❅@xyplanningnetwork.com

Visit Profile

Madeline Roche
Madeline Roche

Senior Director, Customer Success

❅❅❅❅@xyplanningnetwork.com

Visit Profile

Dan Keslin
Dan Keslin

Director

(317) ❅❅❅-❅❅❅❅

Visit Profile

Malcolm Thomas
Malcolm Thomas

Director of Advisor Success

❅❅❅❅@xyplanningnetwork.com

Visit Profile

Recently Updated Team Members

Name & TitleContact Info
Alex Eigen
Alex Eigen

Member Experience Specialist

❅❅❅❅@xyplanningnetwork.com

Visit Profile

Fernando Ramirez
Fernando Ramirez

Talent Acquisition Intern

Visit Profile

Eli Rickert
Eli Rickert

Business Development Specialist

❅❅❅❅@xyplanningnetwork.com

(406) ❅❅❅-❅❅❅❅

Visit Profile

Ryan Unroe
Ryan Unroe

Web Design Intern

❅❅❅❅@xyplanningnetwork.com

Visit Profile

Daniel Adams
Daniel Adams

Director, Accounting Services

Visit Profile

Kendra Rehm-Dehn
Kendra Rehm-Dehn

Manager, Investment Advisor Registrations

❅❅❅❅@xyplanningnetwork.com

(406) ❅❅❅-❅❅❅❅

Visit Profile

Kelly Moorman
Kelly Moorman

Director, Brand Communications

❅❅❅❅@xyplanningnetwork.com

Visit Profile

Nicole McCown
Nicole McCown

Director, Tax

❅❅❅❅@xyplanningnetwork.com

(406) ❅❅❅-❅❅❅❅

Visit Profile

Kaitlin Angel
Kaitlin Angel

Tax Specialist

❅❅❅❅@xyplanningnetwork.com

Visit Profile

Tess Hollister
Tess Hollister

Human Resources Events Internship

Visit Profile

Ryan Chan
Ryan Chan

Tax Intern

❅❅❅❅@xyplanningnetwork.com

Visit Profile

Rhonda Collins
Rhonda Collins

Director, Tax

❅❅❅❅@xyplanningnetwork.com

Visit Profile

Cassie Jackson
Cassie Jackson

Operations Specialist

❅❅❅❅@xyplanningnetwork.com

(406) ❅❅❅-❅❅❅❅

Visit Profile

Danelle Kruszka
Danelle Kruszka

Tax Intern

❅❅❅❅@xyplanningnetwork.com

Visit Profile

Top XY Planning Network Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by XY Planning Network.

Programming Languages

(6 Technologies)

Web Analytics

(4 Technologies)

Web Content Management Systems

(3 Technologies)

Web Hosting

(3 Technologies)

Frameworks and Libraries

(3 Technologies)

XY Planning Network Email Formats

ParameterSample EmailPercentage

XY Planning Network Top Competitors

CompanyEmployeesRevenueTop technologies
PIE Technologies Inc

PIE Technologies Inc

112$22.5 M
Life Planning Network

Life Planning Network

31$6.6 M
The International Coalition of Sites of Conscience

The International Coalition of Sites of Conscience

38$4.7 M
Rehab Resources Inc

Rehab Resources Inc

17$758 K
National Association of Personal Financial Advisors

National Association of Personal Financial Advisors

20$3 M

What is XY Planning Network revenue?

XY Planning Network revenue is $5.3 M

How many employees does XY Planning Network have?

XY Planning Network has 33 employees

What are XY Planning Network’s primary industries?

XY Planning Network’s main industries are: Financial Software, Software

Who is XY Planning Network’s CEO?

XY Planning Network’s CEO is Alan Moore

What are some additional names or alternative spellings that users use while searching for XY Planning Network?

XY Planning Network appears in search results as The XY Planning Network, Xy Planning Network, Xy Planning Network IncXy Planning Network LLC, XY Planning...See More