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XYPN LIVE 2024 Calls for Innovative Financial Advisor Technologies

TL;DR

Showcase your tech at XYPN LIVE 2025 for a chance to win recognition and connect with 1,000 attendees.

Innovative tech platforms can apply by June 26 to present at XYPN LIVE 2025 with specific entry criteria.

XYPN LIVE 2025 promotes efficient financial planning tools to empower advisors, advancing the industry for a better tomorrow.

Discover cutting-edge tech solutions at XYPN LIVE 2025, shaping the future of financial planning with game-changing innovations.

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XYPN LIVE 2024 Calls for Innovative Financial Advisor Technologies

The 11th annual XYPN LIVE conference, set to take place from September 25-27 in Austin, is now accepting entries for its AdviceTech Competition, a platform designed to spotlight innovative technology solutions aimed at financial advisors. This competition is a pivotal opportunity for emerging tech platforms to showcase their solutions to a broad audience of industry professionals. Companies interested in participating must fulfill certain eligibility criteria, such as being a new offering from an existing company, generating less than $1 million in revenue, or having launched within the last 12 months. The focus is on technologies that can help financial advisors streamline their operations and improve the delivery of client-focused advice.

Finalists in the competition will enjoy several benefits, including the chance to present a seven-minute demonstration to around 1,000 conference attendees, two free exhibit hall passes, and promotional support through XYPN's various channels. The competition will award two main prizes: 'Best in Show', judged by a panel of industry experts, and 'Advicer's Choice', determined by the conference attendees themselves. Past winners like Snappy Kraken, Vestwell, and Holistiplan underscore the competition's reputation for uncovering groundbreaking AdviceTech innovations. The 'Best in Show' winner will be awarded a complimentary exhibitor booth at the 2026 conference, whereas the 'Advicer's Choice' winner will receive promotional benefits through XYPN's extensive network.

With the submission deadline set for Thursday, June 26 at 5:00 PM Mountain Time, this competition stands as a crucial avenue for nascent technology platforms to achieve visibility and acclaim in the financial advisory technology sector. For more details on the competition and how to apply, visit https://www.xyplanningnetwork.com.

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