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Moore, Alan

Chief Executive Officer

XYPN

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Luminaries 2026

Advisor Support Platforms

Luminaries 2026 Impact Statement

Alan Moore has played a central role in shaping the leading platform for independent, fee-only financial advisors. Within 18 months, his leadership has driven continued expansion of both membership and platform capabilities, reinforcing XYPN’s position as a category-defining ecosystem for fiduciary advisors. Under Moore’s direction, XYPN grew to more than 2,000 advisory firms and over 2,200 members, reflecting steady year-over-year adoption of its independent advisor model. This growth has been accompanied by strong financial performance, including double-digit revenue expansion and improved operational efficiency, underscoring the scalability of the platform. A key milestone during this period was the continued growth of the XYPN Sapphire platform, which surpassed $1 billion in assets and expanded its advisor base while enhancing integrated support across compliance, technology, and investment services.