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© All Rights Reserved. ApplyBlast.com
XY Planning Network
A Client Service Specialist at XYPN provides operational support to financial advisors across their platforms, ensuring timely and accurate resolution of service requests while maintaining clear communication and attention to detail.
Headquarters
Bozeman, Montana, United States
Company Size
51-200 employees
Founded
2014
XYPN (XY Planning Network) is a membership network and platform that helps fee-only financial advisors start, run, and scale independent RIAs with complete autonomy. It offers practice-management guidance, education, marketing and client-acquisition support, compliance and operations resources, and preferred vendor partnerships to simplify running a firm. Advisors join for the niche focus on fee-only planning, peer community and events, and tools that make launching and growing a virtual or independent advisory practice more attainable.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for XY Planning Network.
49% above the average for this role
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