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Xy Planning Network, Inc. announced it raised $600,000 in an initial filing from an offering of $800,000

Jul 23, 2021almost 4 years ago

Amount Raised

$600,000

Round Type

seed

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.

Funding Insights

Based on industry data
Tech investment trends
83% of B2B companies plan digital investments, with 79% prioritizing customer experience tech

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