XY Planning Network
XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.
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About XY Planning Network
Founded
2014Estimated Revenue
$10M-$50MEmployees
11-50Funding / Mkt. Cap
$350KCategory
Sector
Information TechnologyIndustry Group
Software & ServicesIndustry
SoftwareSIC Code
73NAICs Code
541Location
City
BozemanState
MontanaCountry
United StatesTech Stack (146)
Communications
Analytics and Tracking
Widgets
Hubspot Messages
HubSpot WordPress Plugin
Fontello
HubSpot Conversations
Slack
Yoast Plugins
Wordpress Plugins
Google Font API
Contact Form 7
Simple Social Icons
Font Awesome
Click To Tweet for WordPress
UberMenu
Thickbox
Sitelinks Search Box
Twemoji
Google Tag Manager
reCAPTCHA
WisePops
COVID-19
Bootstrap Modals
US Privacy User Signal Mechanism
CrUX Dataset
Autoptimize
Azure Active Directory