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RIA affiliation model that breaks the mold

Your Independence, Simplified

As a Sapphire member of XYPN, you’ll have access to all of the benefits membership offers as well as exclusive, members-only discounts with XYPN partners.

As an affiliate IAR of our SEC-Registered RIA, you’ll receive all of the additional compliance, tech, custodian and administrative support you need to run a successful RIA and live your best life—all priced to provide the best Return On Independence for fee-only advisors.

That’s right—simple, transparent pricing with no setup costs or additional fees for employees, extra seats, or advisors operating under your DBA/Brand.

I'm interested! →

Sapphire Pricing
$1,500
/mo
and 20% of revenue
Access all XYPN Benefits PLUS support with:
Compliance managed by a team of experts
Investment management & TAMP support
Fast tracked client and account transitioning
Vetted and comprehensive tech stack
Software setup, migration & integration
Bookkeeping
Business coaching
Back-office support—including investment operations, custodial interfacing, and trading
Cashiering for your clients while you enjoy time off

Your Tech Stack

Best-in-class technology set up, migrated and integrated for efficiency and scaling support that allows you to focus on doing what you love, not what you don't. 

Discover Sapphire’s powerful, plug-and-play RIA affiliation model.

Get the guide ↗
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“Sapphire helps me focus on serving clients and growing my business. It’s like having an extra employee who takes care of the stuff you don’t want to do, with a cost that scales perfectly as your company grows, without the employment headaches.”
ryan-johnson
Ryan Johnson, CFP®, BFA™
Founder, Hundred Financial Planning
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Case Study

Taking Control & Focusing on What Matters

Brian became a Sapphire member to get the key compliance and operational support he needed, making it a breeze to transition over 50 clients while keeping his brand and independence intact.

Read more →

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