Finance and Accounting

The Finance and Accounting team at XYPN is responsible for managing the company’s financial health and ensuring accurate bookkeeping and accounting practices. This team oversees budgeting, financial reporting, and compliance, while providing essential financial support to facilitate the success of fee-for-service financial advisors. By maintaining rigorous standards and efficient processes, they help drive the fiscal stability necessary for the growth and independence of advisors within the XYPN platform.