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XY Planning Network›
Products & Services
AddedJul 2, 2026
UpdatedJul 2, 2026
XYPN Sapphire

XY Planning Network› offers XYPN Sapphire

Product
Currently Offered

XYPN Sapphire is a corporate RIA affiliate membership that handles back-office and compliance for fee-only advisors.

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Overview
Analysis

XYPN Sapphire is XY Planning Network's corporate registered investment advisor affiliate model, priced at a monthly fee plus a percentage of revenue, that lets fee-only financial advisors operate as affiliated investment advisor representatives while the company manages compliance, technology setup, and back-office operations. Advisory services are offered through XY Investment Solutions, an SEC-registered investment advisor wholly owned by XY Planning Network.

The tier targets advisors who prefer the structure of tucking under a corporate RIA rather than running their own, lifting back-office burdens so they can focus on clients.

XYPN Sapphire - Classification

Industry
  • Financial Planning
Revenue
  • B2B Subscription

More from XY Planning Network

  • XYPN Emerald logo

    XYPN Emerald

XYPN Sapphire - Direct Competitors

  • Garrett Planning Network

    Garrett Planning Network logo

    Advisor Membership

    garrettplanningnetwork.com

  • NAPFA

    NAPFA logo

    Advisor Membership

    napfa.org

AttributeXYPN SapphireAdvisor MembershipAdvisor Membership
ProviderXY Planning Networkxyplanningnetwork.com$0 raisedGarrett Planning Networkgarrettplanningnetwork.comAcquired SubsidiaryNAPFAnapfa.orgNonprofit
Founded201420001983
Sells ToSmall BusinessBusiness, ConsumersB2B, Consumers
Pricing ModelB2B SubscriptionMembershipMembership
OwnershipPrivately HeldPrivateNonprofit
XYPN Sapphire

Provider XY Planning Networkxyplanningnetwork.com$0 raised

Founded 2014

Sells To Small Business

Pricing Model B2B Subscription

Ownership Privately Held

Advisor Membership

Provider Garrett Planning Networkgarrettplanningnetwork.comAcquired Subsidiary

Founded 2000

Sells To Business, Consumers

Pricing Model Membership

Ownership Private

Advisor Membership

Provider NAPFAnapfa.orgNonprofit

Founded 1983

Sells To B2B, Consumers

Pricing Model Membership

Ownership Nonprofit