Bozeman-based financial services company named one of America’s most successful companies for second consecutive year

Inc. magazine recently unveiled its annual Inc. 5000 list, a ranking of the fastest-growing private companies in America, with Bozeman-based company XY Planning Network coming in at No. 553. This is XYPN’s second consecutive year as an honoree.

The Inc. 5000 represents a unique look at the most successful companies within the American economy’s most dynamic segment — its independent small businesses. The companies on this year’s list have grown, on average, sixfold since 2015; XYPN has grown an impressive 804% in revenue over the past three years.

Earlier this month, XYPN achieved another major milestone when its community of advisors grew to 1,000 just five years after its launch in 2014. The 1,000+ members in the network, with a median age of just 39, comprise more than 5% of all state-registered RIAs delivering financial planning services across the country.

Since establishing its headquarters in downtown Bozeman in 2018, XYPN has become a major employer of local Montana residents, welcoming 20 new employees to its team in the past 12 months alone. Today, all but 10 of XYPN’s 43 full-time employees are based in Bozeman.

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