Looking to attend XYPN LIVE 2025?

Join us in Austin September 25-27, 2025!
Take me to LIVE 2025 →

Exhibitors & Sponsors

 

 

Why XYPN LIVE?

Because We dedicate one full day to your solutions.

Learn More  →

The Network

XYPN is a Network of more than 1,600 independent, fee-for-service firms changing the face of the financial planning industry. We're not a single RIA – we created an ecosystem where fee-for-service financial advisors build successful firms, and wow, do they succeed! In our Benchmarking Study, the average XYPN member had 36% annual organic client growth in 2021, 7x more than the industry average.

The Audience

We are not serving your average advisor. Attendees are highly engaged firm owners who are eager to explore and adopt new tech, services, and solutions. With solopreneurship as a goal for 50% of the Network, outsourcing, and efficiency are top priorities. Our average member age is 43, and attendees have years of business-building ahead.

The Vibe

There are some big differences
between XYPN LIVE 2023 and other
conferences. We're a jeans-and-t-shirt, relationship-driven Network
where authenticity is key. We carefully craft the exhibit hall experience to drive engagement and connect attendees with the best solutions for their firm.
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Want more details? 

Check out our 2023 Exhibitor & Sponsor Kit to learn more about our exhibitor and sponsorship opportunities.
Apply to Exhibit  →

You could just take our word for it

Or you could take theirs

  • MacMacKillop

    "The exhibit day is consistently the best experience I've had as an exhibitor. Advisors are excited and engaged, and the one-day format really helps advisors to focus on exhibitors instead of brushing by between sessions."

  • MichaelReynolds

    "The attendees were very engaged and interested in talking with exhibitors. XYPN members are truly focused on finding great partners and solutions."

There's a lot to keep track of as a firm owner.

Take a break from working IN your business to work ON your business.
Grab My Pass →

XYPN Makes It Possible

XYPN is the leading network for fee-for-service financial advisors who want to serve next generation clients by providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a community for new and established financial advisors who want to serve the next generation. XYPN supports its members by providing compliance support, business tools and templates, and a wide range of technology solutions. Learn more about XYPN >

Past Conferences
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