About XY Planning Network
XY Planning Network is a private company based in Bozeman, Montana, incorporated in 2020 in Montana. It has reported $2,885,264 raised in two offerings on Form D since July 2021. Its chief executive is Robert Moore.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Jun 6, 2024 | Jun 21, 2024 | $2,285,277of $2.3M target | 1 | $2.2M | EquityRule 506(b) | Form D ↗ |
| Jun 28, 2021 | Jul 23, 2021 | $599,987of $799K target | 3 | $199K | EquityRule 506(b) | Form D ↗ |
| Total, two offerings | $2,885,264 | |||||
First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.
Leadership Team
Executive officers and directors listed on XY Planning Network's Form D filed Jun 21, 2024.
VH
Vincent Hockett
Executive officer and promoter
RM
Robert Moore
Chief Executive Officer and director
MK
Michael Kitces
Executive officer, director and promoter
Earlier filings also listed Stephanie Foster (executive officer, last listed Jul 2021) and Ryan Watin (executive officer, last listed Jul 2021).