#XYPNLIVE FinTech Competition

Tradition of Honoring Innovators

To encourage innovation of business-to-business solutions in our industry, we're again hosting a FinTech Competition at #XYPNLIVE 2019. Attendees and media are welcome to join us for an exciting preview of tech on the horizon.

We see FinTech innovation as essential to expanding the market for financial planning in this space. Better tech makes advisors more efficient and empowers them to actually deliver a better value proposition to their clients through that efficiency and innovation.

The advisor does a better job, gives better advice, and provides a better client experience. At the end of the day, we all win.

Look For this Badge Onsite

Companies displaying this badge passed a rigorous vetting process to become one of our elite finalists in our annual FinTech Competition. Although there can be just one champion, all finalists impressed our esteemed judges to earn a coveted spot on our Main Stage.

Finalists each receive:

An invitation to compete at #XYPNLIVE
2 free Exhibit Hall passes for #XYPNLIVE
Free 5x5 booth space with opportunity for a discounted upgrade
Advance promotion by XYPN through multiple channels including social media
Shared feature blog on XYPlanningNetwork.com

Leveraging technology is absolutely essential for advisors to effectively deliver financial planning services to Gen X and Gen Y clients. Our FinTech competition was created to give startup advisor technology firms a venue to showcase and market what they're developing, and a ready audience of tech-savvy financial advisors who can become their first adopters.

Michael Kitces Co-founder of XY Planning Network

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Entering the XYPN FinTech startup competition was incredible for our business! Within the first three months of winning, we went from zero to over $700,000 in sales, landed two large enterprise accounts, and attracted significant investor interest. If you’re a startup considering this competition, I suggest you go for it!

Robert Sofia Snappy Kraken, 2016 FinTech Competition Champion

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XY Planning Network is proud to make our network platform a space to help innovative financial technology firms improve their products, and in the process make servicing Gen X and Gen Y clientele easier and more profitable.

Alan Moore Co-founder of XY Planning Network

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Criteria

All finalists must meet the following criteria:

Technology must be for financial advisors and support delivering financial planning services to Gen X and/or Gen Y clients
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 feature that is substantially different from the parent company

Past Champions

2019: Holistiplan
2018: Approach
2017: Vestwell
2016: Snappy Kraken

2019 Champion: Holistiplan

Holistiplan’s software, designed to provide advisors with end-to-end tax planning, eliminates data entry, allowing advisors to upload their clients’ tax returns to receive a client-ready report and pre-populated tax projection tool. Founded on the belief that tax planning should be an integral part of any advisor’s tech stack, Holistiplan is dedicated to making tax planning software faster and better for the advisor and the end client.

2018 Champion: Approach

Approach offers prospecting and client onboarding for the next generation of advisors committed to giving comprehensive financial advice. It’s built for advisors, with a superior client experience in mind and with the belief that the future of advice is unique to each firm. Approach provides the flexibility for advisors to build their technology around their unique needs. Adding Approach to any website modernizes and simplifies prospecting and client generation. With Approach, advisors can interact with and convert prospects, qualify leads, and measure engagement throughout the onboarding process. Approach integrates with the technology advisors already use, and offers a customized tech solution to traditional prospecting.

This technology gives advisors the ability to share personalized onboarding processes with prospects by embedding a lead generation tool on any website. Advisors can design their onboarding experience around their current processes and brand it to their firm. With Approach, advisors get a dashboard and measurables showing where their prospects are in their processes at any given time. This tailored tech solutions allows advisors to modernize and simplify the client experience and communication.

2017 Champion: Vestwell

Vestwell is a digital retirement platform for financial advisors and their clients that combines the best parts of automated investing with a human touch. Removing the friction points of confusion, cost and compliance overhead that come with traditional retirement plans, Vestwell allows for seamless plan design, automated onboarding, and low-cost investment strategies, making it easier for financial advisors and employers to offer a retirement plan. With flexible, bundled or unbundled investment and fiduciary services, Vestwell enables financial advisors to deliver white-gloved retirement solutions to their plan sponsor clients while promoting their brand. Modern dashboards that support the ability to drill down to the participant level, Vestwell enables financial advisors to deliver holistic advice and discover hidden opportunities to increase assets under management. Vestwell becomes an extension of the financial advisor’s services, acting in everyone’s best interests while scaling through technology and allowing financial advisors to focus on clients

2016 Champion: Snappy Kraken

Founded by financial marketing technologists Robert Sofia, Bradley DeLoatche, and Angel Gonzalez, Snappy Kraken developed a marketing technology platform for financial advisors that provides a single source for personalizing, deploying, managing, and tracking a suite of ready-made marketing campaigns and business processes

Annual FinTech Competition