AdvisorTech Expo

Discover the best of the best in new advice-centric tech

Our 2022 Finalists

Hubly
Lumint
Sora
VRGL-2
Incomelab
TheConversationHub
Savology

What's the AdvisorTech Expo?

XYPN’s AdvisorTech Expo is back and this year, it’s all about advice engagement. If you’ve built innovative tech that helps deepen the connections between advisors and their clients, and deepen engagement with the personalized financial advice they deliver, then we want to see it. Show it off on October 10 at #XYPNLIVE, where you have the chance to showcase your offering, impress the crowd, and claim the title of “Best in Show” in our audience-voted competition.

Offering real financial advice is one thing—but for it to truly be impactful, clients need to be engaged enough to follow through and act on the advice. Advice Engagement technology draws clients more deeply into the advice delivery process so that they’re not merely being told what to do by their advisor, they’re a collaborator who is part of making it happen. At our AdvisorTech Expo, we'll be shining a spotlight on some of the most exciting new offerings that empower clients to more meaningfully engage with their advisor’s advice.

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Criteria


Technology must be for financial advisors and support delivering financial planning services to next-gen clients in an engaging way, and finalists will be selected based on how well their technology offering fits the theme of advice engagement. 

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

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

  • An invitation to showcase your tech at #XYPNLIVE
  • 2 free Exhibit Hall passes for #XYPNLIVE
  • Discounted 5x5 booth space
  • Advance promotion by XYPN through multiple channels including social media
  • Shared feature blog on XYPlanningNetwork.com

And if you win? 

  • You’ll have serious bragging rights when you’re announced as “Best in Show” during our conference awards ceremony
  • You’ll score a free exhibitor booth at #XYPNLIVE 2023
  • You’ll get announced as the AdvisorTech Expo “Best in Show” in an XYPN press release
     

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