XY Planning Network Overview
- Year Founded
-
2014
- Status
-
Private
- Employees
-
180
- Latest Deal Type
-
PE Growth
- Financing Rounds
-
5
XY Planning Network General Information
Description
Provider of fee-only financial advisory services intended to specialize in working with Generation X and Generation Y clients. The company offers a virtual community for new and established financial advisors who want to serve a younger clientele and provides its members with compliance support services, marketing support, business tools, templates, and a range of technology services, enabling clients to get one-on-one coaching, exclusive educational resources, and members-only webinars.
Contact Information
Website
www.xyplanningnetwork.comCorporate Office
- 24 East Main Street
- Bozeman, MT 59715
- United States
Corporate Office
- 24 East Main Street
- Bozeman, MT 59715
- United States
XY Planning Network Timeline
XY Planning Network Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
XY Planning Network Comparisons
Industry
Financing
Details
XY Planning Network Competitors (8)
One of XY Planning Network’s 8 competitors is Addepar, a Venture Capital-Backed company based in Mountain View, CA.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Addepar | Venture Capital-Backed | Mountain View, CA | ||||
| burgess financial | Corporation | Webb City, MO | ||||
| Altruist | Venture Capital-Backed | Culver City, CA | ||||
| Wealthfront | Venture Capital-Backed | Palo Alto, CA | ||||
| AdvisorEngine | Private Equity-Backed | Raleigh, NC |
XY Planning Network Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
XY Planning Network FAQs
-
When was XY Planning Network founded?
XY Planning Network was founded in 2014.
-
Where is XY Planning Network headquartered?
XY Planning Network is headquartered in Bozeman, MT.
-
What is the size of XY Planning Network?
XY Planning Network has 180 total employees.
-
What industry is XY Planning Network in?
XY Planning Network’s primary industry is Other Financial Services.
-
Is XY Planning Network a private or public company?
XY Planning Network is a Private company.
-
What is the current valuation of XY Planning Network?
The current valuation of XY Planning Network is .
-
What is XY Planning Network’s current revenue?
The current revenue for XY Planning Network is .
-
How much funding has XY Planning Network raised over time?
XY Planning Network has raised $2.89M.
-
Who are XY Planning Network’s competitors?
Addepar, burgess financial, Altruist, Wealthfront, and AdvisorEngine are some of the 8 competitors of XY Planning Network.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read blog » -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process »
