Company

XYPN

Financial Services Bozeman, Montana, United States 178 employees

Employees: 178
Contacts: 2
Emails: 2
Phones: 1

www.xyplanningnetwork.com LinkedIn

XYPN Overview

Headquarters: Bozeman, Montana, United States
Website: www.xyplanningnetwork.com
Industry: Financial Services
Employees: 178
Founded: 2014
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Fee Only Financial Planning and Business Coaching

About XYPN

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.

XYPN Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 1; 25.0% coverage

XYPN Org Chart

Sample employees and titles

Name	Title	Location	Contact
Julian Treves	Financial Planning & Investment Advice	Greater Philadelphia, United States	Email
Glenn Brown, Cfp®, Crpc, Mba	Founder & Principal at Plandynamic	Greater Boston, United States	Email Phone
Aaron Pratt	Customer Success - Customer Experience	San Diego, California, United States	View
Michael Kitces	Chief Financial Planning Nerd		View