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| Company | What they do | Location | Size | Hiring |
|---|---|---|---|---|
 AMLMKR |
XYPN is a fee-only financial planning and business coaching organization that connects independent fee-only financial advisors wit | Bozeman, Montana | 51-200 | — |
Zoe Financialzoefin.com |
Zoe Financial is a platform that connects users with vetted, fiduciary financial advisors to help them grow their wealth. The comp | New York, New York | 51-200 | — |
NAPFA - National Association of Personal Financial Advisorsnapfa.org KDHP  SB |
NAPFA (National Association of Personal Financial Advisors) is the nation's leading organization of Fee-Only, fiduciary financial | Chicago, Illinois | 11-50 | — |
WellPlanned Financewellplannedfinance.com |
wellplannedfinance.com is a fee-only personal financial planning firm based in Austin, Texas, founded in 2017 and operating with 1 | Austin, Texas | 1-10 | — |
Sharpedgefinancialtxsharpedgefinancialtx.com  JC |
SharpEdge Financial LLC is a fee-only, fiduciary Registered Investment Adviser in Dallas, Texas, that provides financial planning | Dallas, Texas | 1-10 | — |
The Coleridge Groupcoleridgegroup.com  FA |
The Coleridge Group is a fee-only, flat-fee financial life planning firm in Phoenix, Arizona, that helps high-income families (rou | Phoenix, Arizona | 1-10 | — |
Myfinancialadvicemyfinancialadvice.com TC |
myfinancialadvice.com is a financial services platform that connects consumers to independent, prescreened financial advisors by p | Boulder, Colorado | 1-10 | — |
Wrenne Financialwrennefinancial.com  JW JD HB |
Wrenne Financial is a flat-fee financial planning firm serving physicians and their families, with 10+ years in business and over | Lexington, Kentucky | 11-50 | — |
Derive Wealthderivewealthadvisors.com RM |
Derive Wealth is a flat-fee Certified Financial Planning firm based in Pasadena, California, offering personal financial plans cov | Pasadena, California | 1-10 | — |
Next Gen Financial Planningnextgenfinancialplanning.com JL |
Next Gen Financial Planning is a fee-only financial planning firm in San Diego serving active young professionals in their 20s to | San Diego, California | 1-10 | — |
Staib Financial Planning LLCstaibfinancialplanning.com  PS |
Staib Financial Planning LLC is a flat-fee-only, fiduciary retirement planning firm founded in 2003 by CFP® Paul Staib, serving cl | Littleton, Colorado | 1-10 | — |
| Run live for more | ||||
XYPN is a fee-only financial planning and business coaching organization that connects independent fee-only financial advisors with a peer support network, in-person conferences (XYPN LIVE), and technology partners to help them launch, run, and grow their RIA with 100% ownership of their business, client relationships, data, and brand.
Companies like Xyplanningnetwork include Zoe Financial, NAPFA - National Association of Personal Financial Advisors, WellPlanned Finance, Sharpedgefinancialtx, The Coleridge Group. See the full list of 24 competitors and alternatives above.
Xyplanningnetwork has approximately 51-200 employees and is in the Financial Services industry.
Xyplanningnetwork is headquartered in Bozeman, Montana.
Xyplanningnetwork operates in the Financial Services industry.
Key decision-makers and buying contacts at Xyplanningnetwork are listed above, including leaders across executive, finance, sales and operations.