Ursprung des Netzwerks ersten Grades von Sarah Orlando
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
XY Planning Network LLC
 XY Planning Network LLC Packaged SoftwareTechnology Services XY Planning Network LLC provides financial advisors services. The firm’s compliance services include initial registration and paid services and compliance coaching services. The company was founded by Michael Ernest Kitces and Robert Alan Moore in 2014 and is headquartered in Bozeman, MT.
3
| Holding Company | Packaged Software | 3 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Sarah Orlando
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
AdvicePay, Inc.
 AdvicePay, Inc. Information Technology ServicesTechnology Services AdvicePay, Inc. operates a payment processing platform built specifically for financial advisors. Its features include subscription billing, one-time payments, accept ach and credit cards, comply with custody regulations, and advisory and client portal. The company was founded by Robert Alan Moore and Michael Ernest Kitces in 2016 and is headquartered in Bozeman, MT. | Information Technology Services | Founder Founder | |
| Bates College | College/University | Undergraduate Degree | |
| The American College of Financial Services | College/University | Graduate Degree | |
| The University of Tulsa | College/University | Graduate Degree |
Statistik
International
| Vereinigte Staaten | 6 |
Sektoral
| Consumer Services | 4 |
| Technology Services | 2 |
| Finance | 2 |
Operativ
| Director/Board Member | 4 |
| Founder | 4 |
| Corporate Officer/Principal | 3 |
| Graduate Degree | 2 |
| Chief Executive Officer | 2 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Michael Kitces | 6 |
| Alan Moore | 2 |
| Travis Gano | 1 |
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- Unternehmensverbindungen
