--- title: "#XYPNLIVE 2022 AdvisorTech Expo" description: "The AdvisorTech Expo is happening at #XYPNLIVE 2022 on October 10. Finalist tech companies will face off on stage as they demo their offerings for votes." image: https://live.xyplanningnetwork.com/hubfs/XYPNLIVE/2022/Social%20+%20Email%20+%20Feature%20Image%20Graphics/%23XYPNLIVE2022_FeatImage_3.png --- ## Looking to attend XYPN LIVE 2026? Join us in San Diego September 29 - October 1, 2026! [Take me to LIVE 2026 →](https://live.xyplanningnetwork.com/) [![Take Me to LIVE 2024 →](https://no-cache.hubspot.com/cta/default/2275467/6dad2250-83fc-43f4-97ca-51dac5ed5b8f.png)](https://cta-redirect.hubspot.com/cta/redirect/2275467/6dad2250-83fc-43f4-97ca-51dac5ed5b8f) [![#XYPNLIVE_logo-horizontal](https://live.xyplanningnetwork.com/hs-fs/hubfs/XYPNLIVE/2022/Logos/%23XYPNLIVE_logo-horizontal.png?width=319&height=78&name=%23XYPNLIVE_logo-horizontal.png "#XYPNLIVE_logo-horizontal")](https://live.xyplanningnetwork.com/) # AdvisorTech Expo ## Discover the best of the best in new advice-centric tech ## Our 2022 Finalists [![Hubly](https://live.xyplanningnetwork.com/hubfs/XYPNLIVE/2022/2022%20Photos/Finalists/Hubly.png "Hubly")](https://www.myhubly.com) [![Lumint](https://live.xyplanningnetwork.com/hubfs/XYPNLIVE/2022/2022%20Photos/Finalists/Lumint.png "Lumint")](https://lumiant.io/) [![Sora](https://live.xyplanningnetwork.com/hubfs/XYPNLIVE/2022/2022%20Photos/Finalists/Sora.png "Sora")](https://www.sorafinance.com/) [![VRGL-2](https://live.xyplanningnetwork.com/hubfs/XYPNLIVE/2022/2022%20Photos/Finalists/VRGL-2.png "VRGL-2")](https://www.vrglwealth.com/) [![Incomelab](https://live.xyplanningnetwork.com/hubfs/XYPNLIVE/2022/2022%20Photos/Finalists/Incomelab.png "Incomelab")](https://incomelaboratory.com/) [![TheConversationHub](https://live.xyplanningnetwork.com/hubfs/XYPNLIVE/2022/2022%20Photos/Finalists/TheConversationHub.png "TheConversationHub")](https://econiq.com/) [![Savology](https://live.xyplanningnetwork.com/hs-fs/hubfs/XYPNLIVE/2022/2022%20Photos/Finalists/Savology.png?width=1200&name=Savology.png "Savology")](https://savology.com) # 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. ![#XYPNLIVE2022_web_photo-ExhibitorInfo](https://live.xyplanningnetwork.com/hubfs/XYPNLIVE/2022/2022%20Photos/%23XYPNLIVE2022_web_photo-ExhibitorInfo.png "#XYPNLIVE2022_web_photo-ExhibitorInfo") ## How it works --- Twelve participating companies will give a seven-minute demo debuting their tech offering related to automation, customization, and personalization, with a three-minute break between each. **How is it judged?** The competition will be judged based on audience feedback as attendees vote for their favorite contender via the #XYPNLIVE mobile app. ![#XYPNLIVE2021_ExhibitorInfo](https://live.xyplanningnetwork.com/hubfs/XYPNLIVE/2021/Photos/%23XYPNLIVE2021_ExhibitorInfo.png "#XYPNLIVE2021_ExhibitorInfo") ## 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 ![#XYPNLIVE2022_web_photo-alt_ApplyToSpeak](https://live.xyplanningnetwork.com/hs-fs/hubfs/XYPNLIVE/2022/2022%20Photos/%23XYPNLIVE2022_web_photo-alt_ApplyToSpeak.png?width=1081&name=%23XYPNLIVE2022_web_photo-alt_ApplyToSpeak.png "#XYPNLIVE2022_web_photo-alt_ApplyToSpeak") # ![#XYPNLIVE2022_icons-trophy](https://live.xyplanningnetwork.com/hs-fs/hubfs/XYPNLIVE/2022/BGs%20+%20Graphics/Icons/%23XYPNLIVE2022_icons-trophy.png?width=300&name=%23XYPNLIVE2022_icons-trophy.png) ## 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   ## Take a break from working IN your business to work ON your business. [![GET YOUR PASS](https://no-cache.hubspot.com/cta/default/2275467/323dfad7-431c-4595-bb40-677936c30d9b.png)](https://cta-redirect.hubspot.com/cta/redirect/2275467/323dfad7-431c-4595-bb40-677936c30d9b) #### [Home](https://live.xyplanningnetwork.com/) #### About XYPN XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions. [Learn more about XYPN > ](https://www.xyplanningnetwork.com/advisor/why-join/) #### Past Conferences ![](https://www.facebook.com/tr?id=626799554340148&ev=PageView%20&noscript=1)