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XYPN

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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 technol... Read more

Industries

Business Development

Headquarters

Bozeman, United States

Employees

51-200

Links

Org chart

Alan Moore
CEO & Co-founder

Alan Moore

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Mario Nardone
Chief Investment Strategist
Ryan Watin
Chief People Officer
Travis Johnson
Managing Director Of XYPN Compliance
Michael Kitces
Co-founder, Director Of Slowing Things Down
David White
Director Of Product And Lifecycle Marketing
Taylor Deardorff
Vice President Of Service Operations
Vince Hockett
President

Teams

+10

Leadership Team

13 members

+7

Operations

10 members

+5

Human Resources and Compliance

8 members

+5

Customer Support and Engagement

8 members

+5

Finance and Accounting

8 members

+3

Sales and Marketing

6 members

Offices

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