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Xy Planning Network announced it raised $2.29 Million in an initial filing from an offering of $2.33 Million

Jun 21, 2024over 1 year ago

Amount Raised

$2.29 Million

BozemanFintechFinancial Services

Company Information

Company

XY Planning Network, Inc.

Location

24 E MAIN ST

Bozeman, Montana, United States

About

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. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services.

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