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AddedJul 2, 2026
UpdatedJul 2, 2026
XY Planning Network

XY Planning Network

XY Planning Network runs a membership platform helping fee-only financial advisors launch and scale independent RIA firms.

HQ
Bozeman, MT, US
Founded
2014
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Latest News About XY Planning Network

XY Planning's corporate RIA passes $1bn, hires Envestnet vet

Citywire

XY Planning's corporate RIA passes $1bn, hires Envestnet vet

XYPN Sapphire, XY Planning Network's corporate RIA, surpassed one billion dollars in assets within two years of its launch, according to...

Jan 1, 2024

XYPN Mulls Launch of Corporate RIA

ThinkAdvisor

XYPN Mulls Launch of Corporate RIA

XY Planning Network is weighing whether to launch its own corporate registered investment advisor in 2024, according to co-founders Michael...

Sep 19, 2023

Elements Receives $5 Million in Funding from Flyover Capital

BusinessWire

Elements Receives $5 Million in Funding from Flyover Capital

Elements announced a strategic partnership with XY Planning Network alongside five million dollars in funding from Flyover Capital to help...

Jan 24, 2023

XY Planning Network experiences the pains of rapid growth

InvestmentNews

XY Planning Network experiences the pains of rapid growth

XY Planning Network experienced the pains of rapid growth as its membership expanded, with adviser revenue rising materially between 2015...

Jan 1, 2017

XY Planning Network to Help Young FAs Launch Their Own Firm

WealthManagement.com

XY Planning Network to Help Young FAs Launch Their Own Firm

Alan Moore launched XY Planning Network with fellow advisor Michael Kitces to support younger planners who want to attract Millennial...

Apr 1, 2015