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. 

 

2025 Finalists

 

2025 Judges

Amy DeTolla
Amy DeTolla
Craig Iskowitz
Craig Iskowitz
Davis Janowski
Davis Janowski
Michael Kitces
Michael Kitces, CFP®

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:

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    Be an existing company with a new offering, substantively different from its existing solutions, that is independently priced
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    Have less than $1 million in annual revenue
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    Launched in the last 12 months

What do finalists recieve?

As a finalist, you get access to the following:

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    An invitation to showcase with a 7-minute demo to the XYPN LIVE audience and panel of advicetech industry influencers
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    Two complimentary Exhibit Hall passes for XYPN LIVE 2025
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    Discounted XYPN LIVE 2025 booth space
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    Advance promotion by XYPN through multiple channels including social media
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    Shared blog feature on XYPlanningNetwork.com
Apply to compete in the 2024 AdviceTech Competition
And if you win?

AdviceTech Competition Awards

Best in Show

Judge's Selection

Bragging rights when you’re announced as “Best in Show”
Free exhibitor booth at XYPN LIVE 2025
Coaching calls with AdviceTech Competition Judges
Announced as the AdviceTech Competition “Best in Show” in an XYPN press release
XYPN Blog + additional social promotion on XYPN channels
Best in Show Badge for your promotional materials
Advicer's Choice

Audience selection

Bragging rights when you’re announced as “Advicer’s Choice”
Free webinar with XYPN’s Network
Announced as the AdviceTech Competition “Advicer’s Choice” in an XYPN press release
XYPN Blog + additional social promotion on XYPN channels
Advicer’s Choice Badge for your promotional materials
Apply to compete in the 2024 AdviceTech Competition

Ready to take the next step?