XY Planning Network
Bozeman, US · Founded 2020 · Montana corporation
Founders & leadership
XY Planning Network was founded in 2020 by Robert Alan Moore and Michael Ernest Kitces.
RA
Robert Alan MooreCo-founder
ME
Michael Ernest KitcesCo-founder
SF
Stephanie FosterNamed on SEC filing
VH
Vincent HockettNamed on SEC filing
RW
Ryan WatinNamed on SEC filing
Reported raises · per SEC filings
Form D private placements$2.9M disclosed across 2 rounds · 2021–2024
▶$2.3MraisedJun 2024 · 1 investors · Business ServicesRule 506(b)
▶$2.3MraisedJun 2024 · 1 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- Vincent HockettExecutive Officer, Promoter
- Robert Alan MooreExecutive Officer, Director, Promoter
- Michael Ernest KitcesExecutive Officer, Director, Promoter
- Offering amount
- $2.3M
- Amount sold
- $2.3M
- First sale
- Jun 2024
- Incorporated
- Corporation, Montana, 2020
- Federal exemptions
- 06b
▶$600KraisedJul 2021 · 3 investors · Business ServicesRule 506(b)
▶$600KraisedJul 2021 · 3 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- Stephanie FosterExecutive Officer
- Robert Alan MooreExecutive Officer, Director, Promoter
- Michael Ernest KitcesExecutive Officer, Director, Promoter
- Vincent HockettExecutive Officer
- Ryan WatinExecutive Officer
- Offering amount
- $800K
- Amount sold
- $600K
- First sale
- Jun 2021
- Incorporated
- Corporation, Montana, 2020
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Founder mafia
2 people who came through XY Planning Network went on to found or lead other companies.
Frequently asked questions
- Who founded XY Planning Network?
- XY Planning Network was founded by Robert Alan Moore, Michael Ernest Kitces in 2020.
- How much funding has XY Planning Network raised?
- XY Planning Network has disclosed $2.9M raised across 2 rounds.
- Where is XY Planning Network headquartered?
- XY Planning Network is headquartered in Bozeman, US.