Business Details
Advisor Support Platform for Independent Financial Planners
XYPN is the premier advisor support platform designed exclusively for independent, fee-only financial planners. Founded by fee-only financial planners, our mission is to empower advisors to build and grow their dream firms with complete autonomy. We provide a comprehensive ecosystem of compliance support, best-in-class technology, and a collaborative community of over 2,100 like-minded professionals. Our platform offers end-to-end solutions for launching, running, and scaling a successful RIA, including compliance management, portfolio administration, bookkeeping, and practice management tools. With two membership pathsEmerald for self-directed advisors and Sapphire for turnkey corporate RIA supportwe cater to diverse operational preferences.Our proprietary technology stack, including partnerships with top-tier software providers, streamlines daily operations while our vibrant community fosters peer-to-peer learning and professional growth. Through XYPN LIVE conferences, educational resources, and expert coaching, we equip advisors with the knowledge and tools needed to deliver exceptional client service. Our transparent pricing model ensures maximum ROI for members, while our advocacy efforts champion the fiduciary standard in financial planning. With a proven track record of helping advisors transition from corporate roles to successful solo practices, XYPN combines industry expertise with innovative solutions to redefine what's possible in independent financial advising.
Services
RIA Support Services
Compliance Solutions
Technology Integration
Community Networking
Investment Management
Highlights and features
- We offer 100% ownership of your business, clients, and brand with flexible support options
- Our compliance experts provide end-to-end regulatory support for RIAs
- We deliver curated, enterprise-priced technology solutions for financial advisors
- Our network connects you with 2,100+ collaborative fee-only financial planners
- Transparent pricing model designed to maximize your practice's profitability
What people say
Complete autonomy
Expert compliance support
Best-in-class technology
Collaborative community
Transparent pricing
Services
RIA Support Services
XYPN provides comprehensive support for Registered Investment Advisors through compliance management, technology integration, and operational guidance. Our platform helps advisors launch, run, and scale fee-only practices with two membership options. Emerald membership offers customizable support solutions while Sapphire provides a fully integrated corporate RIA model with complete back-office infrastructure.
Compliance Solutions
Our compliance services include end-to-end regulatory support for RIAs with dedicated experts, Smartria compliance software, and real-time assistance. Services cover RIA and IAR registration, regulatory exam preparation, ADV updates, and implementation of compliance systems that reduce administrative burdens for advisors.
Technology Integration
XYPN offers curated technology solutions with enterprise-priced partnerships across portfolio management, client portals, financial planning tools, and operational platforms. Our vetted software stack integrates seamlessly to streamline advisor workflows and improve client service efficiency for independent financial planners.
Community Networking
Our professional network connects over 2,100 fee-only advisors through mastermind groups, virtual events, peer forums, and annual conferences. This collaborative community provides ongoing learning opportunities, practice management insights, and professional connections to support business growth and personal development.
Investment Management
XYPN offers investment management solutions including turn-key asset management services and portfolio administration tools. These services help advisors efficiently manage client assets while maintaining their independence, with scalable solutions suitable for both emerging and established RIAs.
Questions
What is XYPN and how does it support financial advisors?
XYPN is an advisor support platform providing compliance infrastructure, technology integration, and community resources for fee-only financial planners building RIA firms.
What membership options does XYPN offer?
XYPN offers Emerald membership for self-directed advisors with customizable support, and Sapphire membership providing a turnkey corporate RIA solution with full back-office support.
How does XYPN help advisors with compliance?
XYPN provides dedicated compliance experts, Smartria software, regulatory exam preparation, ADV updates, and real-time support for both self-directed and outsourced compliance management.
What technology tools are available through XYPN?
Members access enterprise-priced partnerships with top RIA software solutions including portfolio management, client portals, financial planning tools, and operational platforms.
How does XYPN's community benefit advisors?
Our network of 2,100+ fee-only advisors offers peer support through mastermind groups, virtual events, forums, and conferences like XYPN LIVE for professional growth.
