XY Planning Network

Provides tools, resources, and services to enable state-registered investment advisors to start, run, and grow their own fee-only financial planning practices.

2019 Inc. 5000 Rank:
# 553
Leadership:
Alan Moore
2018 Revenue:
$ 5.3 Million
3-Year Growth:
804%
Industry:
Financial Services
Location:
BozemanMT 
Founded:
2014
Employees:
33
 Photo Credit: XY Planning Network

WHY WE THINK WE'RE A GREAT PLACE TO WORK

"Culture eats strategy for breakfast." XYPN embraces the sentiment behind this Peter Drucker-inspired quip. XYPN constantly checks the pulse of the organization--as measured by the happiness of its employees--through weekly check-ins. Our leadership team can be approached with any problems, concerns, insights, or ideas at any time. Leadership is incredibly transparent. Decisions are not made behind closed doors; they are communicated openly so that intentions are always understood and never doubted. We are proud of our culture.

Inc. 5000 Honors

Previous Inc. 5000 Rankings 

2018
#168

Other Inc. Honors

2019

MORE COMPANY INFORMATION

Twitter:
@XYPlanning