Xy Planning Network reported raising $2.29 Million in an initial SEC Form D filing, from an offering of $2.33 Million
Round Type
Venture
BozemanFinancial ServicesFintechQuick answer
XY Planning Network, Inc. raised $2.29 Million in a funding round, dated June 6, 2024. XY Planning Network, Inc. is based in Bozeman, Montana, United States.
- How much did XY Planning Network, Inc. raise?
- XY Planning Network, Inc. raised $2.29 Million in a funding round on June 6, 2024.
- What does XY Planning Network, Inc. do?
- XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy.
- Where is XY Planning Network, Inc. based and how big is it?
- XY Planning Network, Inc. is based in Bozeman, Montana, United States.
- Who are the decision-makers at XY Planning Network, Inc?
- Fundz holds 1 contact at XY Planning Network, Inc., including the Executive Officer. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Who else raised in Financial Services and Fintech around the same time
Companies in the same sectors as XY Planning Network, Inc. that raised within 45 days of this round, from Fundz verified event records.
- Matera raised $100M on July 17, 2024.
- Seeds Fincap Pvt. Ltd raised $8.5M (Series A) on July 17, 2024.
- Slope raised $65M (Debt Financing) on July 17, 2024.
- PEXX raised $4.5M (Seed) on July 16, 2024.
- Partior raised $60M (Series B) on July 12, 2024.
- AppTech Payments Corp raised $1M on July 11, 2024.
Who to call at XY Planning Network, Inc., and when
A new round usually means XY Planning Network, Inc. is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day XY Planning Network, Inc. raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at XY Planning Network, Inc., from your own LinkedIn network
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Fundz sees it the moment XY Planning Network, Inc. raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
XY Planning Network, Inc. raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
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