XYPN Invest Email Formats
Investment Management • 
Bozeman, Montana, United States • 11-20 Employees
XYPN Invest Email Formats
XYPN Invest uses 2 email formats. The most common is {first initial} (e.g., j@xyplanningnetwork.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@xyplanningnetwork.com | 60% |
{first initial}.{last name} | j.doe@xyplanningnetwork.com | 40% |
Key Contact at XYPN Invest
Andrew Almeida
Director Of Investment Services
Company overview
| Headquarters | 24 E Main St, Bozeman, Montana 59715, US |
| Phone number | +13603017579 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Keywords | Asset Management, Investment Management, Tamp |
| Founded | 2017 |
| Employees | 11-20 |
| Socials |
About XYPN Invest
At XYPN Invest, we understand the challenges that come with running a growing RIA. That's why our main goal is to help you scale your growing business without the pressure to hire a team or work longer hours. We aim to save you time so you can focus on what you love about financial planning and helping clients reach their ideal life.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
XYPN Invest has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
XYPN Invest has never raised funding before.
Canada
Australia
United Arab Emirates
United Kingdom
Frequently asked questions
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