Showcase Your Solution for Financial Advisors

AdviceTech Competition

Getting the word out about groundbreaking tech that will transform the industry is no easy feat. We’re on a mission to kick-start the awareness of innovative solutions within the Network. 

APPLICATIONS CLOSED THURSDAY, JULY 10, 2025. 
Amy DeTolla
Craig Iskowitz
Davis Janowski
Michael Kitces

Tools for the Modern Advicer

Each year, XYPN highlights the tech and solutions that help financial planners deliver more efficient, profitable, and impactful advice at XYPN LIVE. In 2025, we’re focusing on the emerging tools and technologies shaping the future of financial planning.

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2025 MISSION:

For most advisors, the value of financial planning is ascribed to the products they sell. However, when the result of financial planning isn’t advice but a product, it’s easy to see why investing in an advisor's value takes a backseat. Our bread and butter is recognizing the incredible value that financial advisors bring to the table.

“At its core, being a Financial Advicer means being someone who is first and foremost in the business of financial advice (not financial products)..." according to the Kitces.com “Financial Advicer Manifesto." The AdviceTech Competition’s goal is to turn a spotlight on the tech and solutions that support real Financial Advicers and make delivering real financial more efficient, profitable, or impactful for clients.

The Criteria

The technology must be for Financial "Advicers" (those in the business of providing financial advice for a fee) and support running a business where financial advice, and the Financial Advicers themselves, are the primary value. Finalists will be selected based on how well their technology offering fits the theme by supporting the businesses of financial advicers.

To enter, applicants must meet one or more of the following requirements:

What do finalists recieve?

As a finalist, you get access to the following:

Apply to compete in the 2024 AdviceTech Competition
And if you win?

AdviceTech Competition Awards

Best in Show

Judge's Selection

Advicer's Choice

Audience selection

Apply to compete in the 2024 AdviceTech Competition