About XY Planning Network
XY Planning Network is a Technology company based in Bozeman (United States) founded in 2014 by Michael Kitces and Alan Moore. Technology solutions are delivered for financial advisors planning needs. XY Planning Network has raised $2.29 million across 1 funding round. Its chief executive, as recorded, is Alan Moore. Its website xyplanningnetwork.com draws about 65 thousand monthly visits. XY Planning Network offers products and services including Compliance Platform, Bookkeeping Services, Investment Management Tools, and Educational Resources. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Financial Planning. Its competitors include Planful, Modern Wealth Management and iraLogix; 3 of its 3 listed competitors have raised funding.
Company details
Founded in 2014 and based in Bozeman, United States, XY Planning Network operates in the financial services sector. Technology platforms are provided to support financial advisors with planning services. Virtual connections are facilitated between customers and advisors. Solutions are also extended to startup firms, financial planning practices, and established firms serving clients. Operations focus on enabling efficient advisory services through digital tools.
- Headquarters Bozeman, United States
- Founders Michael Kitces, Alan Moore
- SectorsTechnology
- Website category Finance · Investing
- Email••••••••
- Website xyplanningnetwork.com
- Social LinkedIn X Facebook
- Total Equity Funding$2.29M (USD)
in 1 rounds
- Latest Funding Round$2.29M (USD), Seed
Jun 2024
Products & Services of XY Planning Network
XY Planning Network offers a comprehensive portfolio of products and services, including Compliance Platform, Bookkeeping Services, Investment Management Tools, and Educational Resources.
Tools for managing RIA compliance and regulatory requirements.
Services to handle firm bookkeeping and financial tracking.
Solutions for client investment management and portfolio support.
On-demand training and guides for financial planning professionals.
Funding Insights of XY Planning Network
XY Planning Network has successfully raised a total of $2.29M through 1 strategic funding round. The most recent funding activity was a Seed round of $2.29 million completed in June 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $2.29M
- Total Rounds 1
- Last Round Seed — $2.29M
- First Round $2.29M
(Jun 2024)
All 1 funding rounds of XY Planning Network with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2024 | $2.29M | Seed | – | – | – |
People of XY Planning Network
29 people are tracked at XY Planning Network (15 in leadership, 14 in team).
| Name | Role | Group |
|---|---|---|
Michael Kitces | Co-Founder | Leadership |
Alan Moore | Co-Founder & CEO | Leadership |
Hilary Fetter | Vice President Of Sales & Marketing | Leadership |
Taylor Deardorff | Vice President Of Service Operations | Leadership |
Laura Rodas | Assistant Director Of XY Learning Center | Leadership |
Stephanie Bogison | Director Of Talent | Leadership |
Vince Hockett | President | Leadership |
Mario Nardone | Chief Investment Strategist | Leadership |
Jeff Snodgrass | Managing Director Of XYPN Invest | Leadership |
Kori Lennon | Vice President, XYPN Emerald | Leadership |
Ryan Watin | Chief People Officer | Leadership |
Travis Gano | Managing Director Of Team Relations | Leadership |
Kendra Rehm - Dehn | Director Of RIA Registrations | Leadership |
Kelly Limberg | Director Of XY Learning Center | Leadership |
Travis Johnson | Managing Director Of XYPN Compliance | Leadership |
Krystal Schmitz | Senior Operations Manager At XYPN Compliance | Team |
Sara Blessing | Lead Talent Specialist | Team |
Sydney Holzer | Senior Payroll & Benefits Manager | Team |
Violet Zinkerman | Lead Operations Specialist | Team |
Jessica Rice | Senior Compliance Specialist | Team |
9 more people are available in the full profile.
Complete people profiles for XY Planning Network
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of XY Planning Network
2 dated milestones of XY Planning Network across 10 years, from founding to its latest funding, stage changes and deals.
- Founded XY Planning Network is founded.
- Funding First funding round of $2.3M.
Competitors of XY Planning Network
XY Planning Network has 3 listed competitors in our database, 3 of them funded. They include Planful, Modern Wealth Management and iraLogix.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| planful.com | 2000 | Redwood, United States | $71.65M | 191 | Cloud-based financial planning and advisory solutions are provided for businesses. | |
| modwm.com | 2023 | Lenexa, United States | $200M | 101 | Wealth management services are provided to clients by the firm. | |
| iralogix.com | 2015 | Doral, United States | $48.38M | Financial planning software for IRA recordkeeping is offered. |
Detailed competitors of XY Planning Network
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of XY Planning Network
The website of XY Planning Network (xyplanningnetwork.com) receives about 64.6K visits a month and ranks #523,462 among all websites worldwide, #5,280 in Investing.
- Monthly visits64.6K
▲ 9.6% vs previous month
- Unique visitors17.5K
per month
- Global rank#523,462
among all websites
- Category rank#5,280
Finance · Investing
- Bounce rate42%
- Pages per visit3.0
- Average visit1 min 44 sec
- DevicesDesktop 79% · Mobile 21%
Websites whose visitors overlap most with XY Planning Network. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
kitces.com | kitces.com | 100% | #216,088 | – | |
| altruist.com | 86% | 435.7K | #85,397 | View details | |
| fidelity.com | 77% | 129.5M | #275 | View details | |
| morningstar.com | 74% | 12.9M | #4,951 | View details | |
| rightcapital.com | 74% | 664K | #38,839 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for XY Planning Network
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as XY Planning Network (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Xy Planning Network
Complete news archive for XY Planning Network
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- Brand-specific news history
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Frequently Asked Questions about XY Planning Network
XY Planning Network was founded in 2014 and raised its 1st funding round 10 years after it was founded.
XY Planning Network is headquartered in Bozeman, United States. It is registered at Bozeman, Montana, United States.
Alan Moore is the CEO of XY Planning Network, as recorded in our data. They have also founded this company.
XY Planning Network is a funded company, having raised a total of $2.29M across 1 funding round to date. The company's 1st funding round was a Seed of $2.29M, raised on Jun 2024.
Founded in 2014 and based in Bozeman, United States, XY Planning Network operates in the financial services sector. Technology platforms are provided to support financial advisors with planning services. Virtual connections are facilitated between customers and advisors. Solutions are also extended to startup firms, financial planning practices, and established firms serving clients. Operations focus on enabling efficient advisory services through digital tools.
XY Planning Network's top competitors include Planful, iraLogix and Modern Wealth Management.
XY Planning Network offers Compliance Platform, Bookkeeping Services, Investment Management Tools, and Educational Resources.