Platform providing technology and support for independent financial advisors.
| Title |
|---|
| Director of Marketing Full Time · $96K-$130K · 5+ YOE Bozeman or United States · Hybrid |
| Compliance Generalist Full Time · $72K-$94K United States or Bozeman · Remote |
| Director of Advisor Experience (Sapphire) Full Time · $100K-$135K · 6+ YOE Bozeman, Montana, United States · Remote |
| Activities | Investment adviser complianceFinancial planner educationRIA practice managementFintech software solutionsAdvisor community networking |
| Headquarters | US |
| Industries | Financial ServicesFinTech |
| Name | XY Planning Network |
| Employees | 200 |
| Type | Private |
| Subsidiaries | Sapphire |
| Tagline | Platform providing technology and support for independent financial advisors. |
| Founded | 2,014 |
| Website | xyplanningnetwork.com |
| Latest Funding Round | Seed |
| Latest Funding Year | 2,024 |
| Latest Funding Amount | 2,290,000 |