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XYPN INVEST
Financial planning for people in their 30s & 40s. | Hundred Financial Planning was created to help people in their 30s and 40s do more with their money.
XYPN INVEST
Financial planning for people in their 30s & 40s. | Hundred Financial Planning was created to help people in their 30s and 40s do more with their money. We strive to understand your individual needs while guiding you in the direction that aligns with your goals. We're not just here to tell you what to do with your money.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at XYPN INVEST?
Michael Kitces is the founder and oversees strategy, though the firm does not publicly name a dedicated CIO or investment committee. Decision-making likely involves Kitces and senior advisors from the XY Planning Network. (per public record)
How does XYPN INVEST source proprietary deal flow?
The firm leverages the XY Planning Network, which includes over 2,000 fee-only financial advisors. Member advisors often introduce deal opportunities from their own practices or clients, creating a built-in sourcing mechanism. (per public record)
Is XYPN INVEST structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office, aggregating capital from multiple advisors and their clients rather than a single family. Its investment approach includes direct co-investments and fund commitments, resembling a venture capital firm in execution but with a family-office registration structure.
What investment stages does XYPN INVEST typically target?
Public records suggest a focus on growth-stage private companies, typically in fintech and advisor technology. The firm has also participated in early-stage venture rounds, though it does not disclose a strict stage preference.
Where does the underlying wealth come from?
Wealth originates from the clients of XY Planning Network advisors, who are primarily individual investors with net worths at the high-net-worth or ultra-high-net-worth thresholds. The firm does not publicly disclose a specific wealth origin for its own pool.
Does XYPN INVEST maintain philanthropic structures?
No publicly disclosed philanthropic vehicles or foundations are associated with XYPN INVEST. The firm's activities appear limited to investment management for advisor-client groups.
What is XYPN INVEST's known posture on co-investments alongside external GPs?
The firm has participated in co-investment opportunities alongside external general partners, primarily in fintech and advisor technology deals. It does not publicly disclose a formal policy on co-investment minimums or maximums.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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