About XY Planning Network
xyplanningnetwork.comXY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients. Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business. Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients. Whether you’re an established advisor already working with Gen X and Gen Y clients, or you’re looking to start your own firm, XY Planning Network is here to help.
SaaS Adoption
SaaS Adoption indicates the level of adoption by this company of software as a service services.
Cloud Adoption
Cloud Adoption indicates the level of adoption by this company of cloud services.
IT Footprint
IT Footprint gives a relative indication of how much IT services this company consumes.
IT Spend
IT Spend shows roughly how much this client spends on IT per year in USD.
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
Know the products your prospects use
Vendor Usage
XY Planning Network uses 5 different technologies from 31 different vendors. They have above average use of several technologies including HubSpot, dapulse and Monday.com.
Product Categories
XY Planning Network uses products from 33 different product categories. They are particularly heavy users of products in Software Frameworks, Web Analytics, and Conversion Optimization Marketing.
Recently Detected Technologies
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
| Technology | Category | Vendor | Usage |
|---|---|---|---|
| ZoomInfo | Marketing & Sales Intelligence | Zoom Information, Inc |  |
| Xero | Accounting | Xero |  |
| Zapier | Enterprise Application Integration | Zapier Inc. |  |
| Xamarin | Software Frameworks | Xamarin | |
| WooCommerce | eCommerce | Automattic | |
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