XYPN makes it possible.

XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services. 

Business Development

XYPN

XYPN's headquarters in Bozeman, United States

The Software Development team at XYPN is responsible for designing, building, and maintaining innovative technology solutions that empower fee-for-service financial advisors. This team collaborates to enhance the platform's functionality, ensuring it meets the evolving needs of independent firms while providing a seamless user experience. Their work includes developing robust software applications, optimizing web interfaces, and integrating compliance features to support advisor autonomy and growth.

Software Development

The Leadership Team at XYPN is responsible for setting the strategic direction and vision of the company, ensuring alignment across all departments to support the growth and success of fee-for-service financial advisors. This team focuses on developing innovative solutions, enhancing operational efficiencies, and fostering a strong community while prioritizing compliance and member services. By leveraging their diverse expertise, they drive effective decision-making and promote a culture of empowerment and collaboration within the organization.

Leadership Team

The Operations team at XYPN is responsible for ensuring seamless back-office functions that support fee-for-service financial advisors in building their independent firms. This includes managing payroll and benefits, providing exceptional client service, optimizing internal processes, and ensuring compliance with industry regulations. By fostering effective communication and leveraging technology, the team enhances operational efficiency and supports the growth of the advisory community.

Operations

The Human Resources and Compliance team at XYPN is dedicated to fostering a positive workplace culture while ensuring adherence to regulatory standards. They manage talent acquisition, employee benefits, and payroll processes, while also providing vital compliance support through training and oversight. This team plays a crucial role in empowering the firm’s independent financial advisors by promoting a compliant and inclusive work environment.

Human Resources and Compliance

The Customer Support and Engagement team at XYPN is dedicated to enhancing the experience of fee-for-service financial advisors by providing exceptional service and resources. This team focuses on onboarding new members, facilitating community connections, managing events, and ensuring ongoing support through training and coaching. Their goal is to empower advisors to thrive in their independent practices while fostering a vibrant and engaged community.

Customer Support and Engagement

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.

Finance and Accounting

The Sales and Marketing team at XYPN is responsible for driving the growth and visibility of the company's platform among fee-for-service financial advisors. They develop and implement strategic marketing campaigns, engage in business development initiatives, and optimize sales operations to attract new clients. Through collaboration and innovative outreach, this team ensures that more advisors can discover and leverage XYPN’s resources to build their independent firms with confidence.

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Leadership Team

Operations

Human Resources and Compliance