XYPN Invest Interest Form

Thank you so much for filling out our interest form! Please note that at this time, we are taking on a limited number of advisors to the TAMP. We'll reach out if you're a good fit after submission!

First Name*

Last Name*

Firm Name*

Email Address*

Firm Launch Date*

The date your registration was affirmed by your regulator.

Month/Day/Year

Current AUM, if any

Which platform are you interested in?*

Full-service TAMP (includes back-office support, Orion tech, and trading)

Orion (the DIY platform for you to manage portfolios on your own)

Phone number

By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.

By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging. Privacy Policy