The XY Planning Network (XYPN) is preparing for its 11th annual conference, inviting innovative technology platforms to compete in its AdviceTech Competition. Scheduled for September 25-27 in Austin, the event will provide emerging financial technology solutions a critical platform to demonstrate their potential impact on the financial advisory industry.
This year's competition targets technology platforms designed specifically for fee-only financial advisors, with a focus on solutions that can enhance operational efficiency and client service delivery. Eligible technologies must meet specific criteria, including being a new offering, having less than $1 million in revenue, or having launched within the past 12 months.
Participating companies will have the chance to present a seven-minute demonstration to approximately 1,000 industry professionals. The competition will feature two primary awards: 'Best in Show', judged by industry experts, and 'Advicer's Choice', determined by conference attendees. Previous winners have included notable platforms like Snappy Kraken, Vestwell, and Holistiplan, underscoring the competition's track record of identifying transformative technologies.
Winners will receive significant benefits, including free exhibit space at future XYPN conferences, extensive promotional opportunities through XYPN's network, and exposure to industry-leading judges. The competition represents a crucial opportunity for emerging financial technology companies to gain visibility and validation within the rapidly evolving financial advisory ecosystem.
Interested technology platforms must submit their applications by June 26 at 5:00 PM Mountain Time. The competition reflects XYPN's commitment to supporting innovative solutions that help financial advisors deliver more efficient, profitable, and impactful advice to their clients.
