Xy Planning Network announced it raised $2.29 Million in an initial filing from an offering of $2.33 Million
Xy Planning Network announced it raised $2.29 Million in an initial filing from an offering of $2.33 Million
06/21/24, 3:35 PM
Location
Money raised
$2.29 million
Industry
fintech
financial services
Company Info
Location
24 e main st
bozeman, montana, united states
Additional Info
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.