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.

XY Planning Network is headquartered in Bozeman, US.

Bozeman, US · Founded 2020 · Montana corporation

98 people in our graph share verified history with the XY Planning Network team — schools, employers, funds. One of them is your warm intro.

×2knows the team · via Focus Partners Wealth

knows the team · via XY Planning Network

×4knows the team · via The University of Tulsa

×4knows the team · via Bates College

XY Planning Network was founded in 2020 by Robert Alan Moore and Michael Ernest Kitces.

Robert Alan MooreCo-founder

Michael Ernest Kitces Co-Founder, Director of Slowing Things DownVice-President and Director at AdvicePay

Stephanie FosterNamed on SEC filing

Vincent HockettNamed on SEC filing

Ryan WatinNamed on SEC filing

Form D private placements

$2.9M disclosed across 2 rounds · 2021–2024

▶$2.3MraisedJun 2024 · 1 investors · Business Services

Rule 506(b)

Officers, directors & promoters on the filing

▶$600KraisedJul 2021 · 3 investors · Business Services

Rule 506(b)

Officers, directors & promoters on the filing

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

2 people who came through XY Planning Network went on to found or lead other companies.

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.