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. 

To enter, applicants must meet one or more of the following requirements: have launched in the last 12 months, have less than $1M in annual revenue, or be an existing company with a new offering, substantively different from its existing solutions, that is independently priced.

Finalists will be invited to take the stage to present their tech, selected by a committee of XYPN's Director of Partnerships, Dave Bowman, CFP®, and XYPN members.

Finalists will be selected from the submissions based on the impact of the solution in helping real financial advicers run better firms and deliver more meaningful advice.

XYPN members in attendance are engaged early adopters of technology that allows them to give better advice to their clients and live their own great lives. Solve the problems of the modern Advicer, and your technology just might be the next AdviceTech Competition winner!

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.