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The biggest names in advisor technology, operations, and support are heading to San Diego, and they're bringing the solutions that can help transform the future of your firm.
Every exhibitor at XYPN LIVE is carefully selected to ensure they're presenting solutions that matter to fee-only financial planners. Whether you're exploring emerging technology, doubling down on the tools you already use, streamlining operations through outsourcing, or discovering new partners to support your firm's next stage of growth, you'll find them in San Diego this September.
More than 70 companies are joining the Network at XYPN LIVE and bringing the best-in-class tech tools to one place. From hands-on product demos on the Expo Stage to the meaningful conversations to learn how that solution might really work day-to-day, our sponsors aren't just exhibiting—they're helping make XYPN LIVE one of the most valuable weeks of the year.
Our top sponsors make an especially big splash. These are the industry leaders that understand the unique needs of XYPN member firms and have created solutions tailored to the advisor audience at LIVE.
Interested in exhibiting? Check out the opportunities and experience authentic attendee engagement as an exhibitor at XYPN LIVE.
So, who's making waves this year?
Platinum Sponsors
LLiS | Platinum Sponsor, Founding National Sponsor
Our Mission:
No matter the setting, our mission is to remain the advisor’s insurance advisor®. LLiS is an extension of fee-only financial advisor firms. We work with fee-only advisors and their clients to find the right insurance solution by recommending the best solutions for your clients based on their individual needs, using low-load permanent life insurance and annuities when possible through a high-touch, high-tech approach.
How we help advisors:
LLIS provides fee-only financial advisors and their clients with comprehensive insurance consulting and support services. We're a team of experts in the insurance process. From planning to ongoing service to free policy reviews for term, long-term care, disability annuities, hybrids, and low-load fixed and variable life solutions from highly rated companies. For over 27 years, our salaried team members have had a high-touch, high-tech approach in finding the right insurance solution based on the client's needs and their financial advisor's recommendations.
Why XYPN LIVE attendees should stop by our booth:
You may have heard our name, so stop by our booth and meet some of the friendly faces of the LLiS team. Like you, no one on our team accepts commissions, referral fees, or kickbacks because our mission is to provide the best solutions for your clients. Check out the best ways to connect with LLIS and earn trust at every step of the way, including compensation transparency, at XYPN LIVE.
Charles Schwab | Platinum Sponsor, National Sponsor
Our mission:
Charles Schwab & Co., Inc. is a leading provider of comprehensive brokerage and custody services, serving over 15,000 fee-for-service, independent RIAs. With an advanced technology platform and outstanding support, Schwab allows advisors to run their firms more efficiently.
XYPN members benefit from an enhanced support structure, discounted trading, and free FIX Flyer Trading, among other benefits, all included in membership.
How we help advisors:
Schwab waves the typical launching hurdles for advisors, making it possible for 2,200+ XYPN members to design custom portfolios, integrate their tech stack with Docusign, Schwab Advisor Center, Schwab Alliance, and Data Security, and tap Schwab’s Talent Resource Center to find qualified talent for your growing firm, all included in membership. XYPN members also receive access to Schwab’s custodial platform, an enhanced support structure, and access to all the tools Schwab provides, all included in membership.
Why XYPN LIVE attendees should stop by our booth:
XYPN is one of Schwab’s largest and fastest-growing relationships. XYPN members are recognized as a critical part of Schwab’s institutional custody platform and get special treatment.
These materials have been independently produced by XY Planning Network. XY Planning Network is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. XY Planning Network members provide investment advice, while Schwab maintains custody of assets in a brokerage account and will effect transactions for your clients’ account on your instruction.
| Platinum Sponsor
Our mission:
Dimensional Fund Advisors believes investors can have a successful investment experience without having to beat the market. The Dimensional investment philosophy applies financial science to investing, meaning the assets they manage represent more than just shares in a portfolio. Those assets represent an investor's dream: a responsibility that guides their mission of delivering a better investment experience and transparent, reliable investment solutions.
How we help advisors:
As a financial advisor, your focus is on delivering the best investment experience for your clients, one that aligns with their values and goals. Working with Dimensional gives you the opportunity to provide an investment experience clients can stick with in good times and bad. Dimensional’s financial advisor software provides the resources to scale a sustainable business. XYPN members receive fast-tracked priority onboarding to DFA, and flat $9.99 trades of DFA funds on the Schwab platform.
Why XYPN LIVE attendees should stop by our booth:
Dimensional has a culture of continuing education, innovation, and a “do the right thing” attitude—a culture shared by members of XYPN. Dimensional provides XYPN advisors with the support they need to grow their business sustainability and deliver peace of mind to their clients. For many years, we at Dimensional have worked closely with financial professionals who share our commitment to delivering a better investment experience. Together, we’ve seen how client-focused advice, combined with investment solutions grounded in leading financial science, can help people enjoy the long-term benefits of the capital markets.
What we're most looking forward to at XYPN LIVE:
The Dimensional team always enjoys meeting the inspiring advisors that XYPN attracts. We love hearing about each advisor's journey leading up to the moment they decided to launch their RIA, and the dreams they and their clients hold for the future. We hope we can learn more about your business and how we can best support you moving forward.
Power Sponsors
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Jump | Power Sponsor
Our mission:
Jump is the #1 AI-powered operating system for financial services professionals. Transforming the wealth tech industry since launching in 2023, Jump reduces busywork by automating meeting prep, note-taking, recaps, follow-ups, and CRM updates. 100% customizable, secure & compliant, and made only for advisors.
How we help advisors:
Jump's software enables the AI-enhanced client meeting cycle, helping advisors cut meeting admin time by up to 90% and elevating the client and advisor experience. The platform also deepens advisor relationships with clients by surfacing growth insights, such as held-away assets, while embedding industry-leading compliance. Jump puts pre-meeting prep, CRM updates, audit-friendly meeting notes, financial planning data extraction, tasks and workflows, client recap emails, and more on AI autopilot - all in the advisor's individual style.
Why XYPN LIVE attendees should stop by our booth:
As a finalist in the XYPN LIVE 2024 Advice Tech Competition, Jump was one of six innovative solutions that empower planners to run better businesses and actively engage clients in co-creating their financial plans. As one of the most in-demand applications of AI, Jump is a platform built specifically with real planners in mind. Try 5 meetings for free by emailing "XYPN" to hello@jumpapp.com.
JPTD Partners | Power Sponsor
Our mission:
At JPTD Partners, we help advisors evaluate not just the value of their business today, but also the cost of waiting. The smartest exit isn’t always the one in the distant future; it’s often the one you’re ready to take now. We’re a boutique consulting firm with more than 140 years of combined experience, passionate about helping RIAs maximize the valuation of their practice when they are ready to sell part or all of their business.
How we help advisors:
For nearly 40 years, we've shared an incredible journey starting out as financial advisors. In the past decade, we've taken our expertise beyond financial advising, diving into the exciting world of mergers and acquisitions. Selling a portion or all of your practice can be a pivotal decision that shapes your legacy and financial future. Whether you're a few years away from retirement or looking for a strategic partner to grow your business, our goal is to understand your vision and provide tailored advice to help you secure the best deal for your practice.
Why XYPN LIVE attendees should stop by our booth:
In today’s dynamic M&A market, attracting the right buyer for your small firm can feel like finding a needle in a haystack. Whether a solo advisor or managing a boutique practice, positioning your firm as an attractive investment is key to maximizing your sale. If you’re ready to take the next step in selling your firm, stop by our booth at XYPN LIVE to learn how we’ve helped advisors like you maximize your sale.
| Power Sponsor
Our mission:
Betterment Advisor Solutions is the leading, all-in-one custodial platform for independent RIAs. We combine an end-to-end custodian with an automated back office, robust portfolio management software, and high-touch support to power advisor businesses, helping them streamline operations and serve more clients, more efficiently, across cash, investing, and 401(k)s.
How we help advisors:
Betterment for Advisors is an all-in-one technology platform that helps advisors of any size streamline portfolio management and deliver their services more cost-effectively. Advisors can utilize a marketplace of expert-built portfolios from our in-house team and third-party portfolios from leading asset managers. Access research, compare models, and personalize them to streamline your process without compromising performance. It's a win-win.
Why XYPN LIVE attendees should stop by our booth:
Empowering advisors to do what's best for their clients' money is Betterment’s bread and butter. As XYPN members create the firm of their dreams, maintaining autonomy is a key priority. Betterment makes that possible while offering portfolio management, back office integration, client experience, cash management, and advised 401(k) plans that put time back into your day.
Wifi Sponsors
& Shepley and Markel
Our mission:
Markel: Markel’s product philosophy is a simple one. Insurance is a good-faith contract. If you are straightforward, honest, and upfront in how you represent yourself and your practice to us...and if we agree to underwrite you as a risk, then we have a duty to protect you as outlined in our policy
Starkweather & Shepley: Starkweather & Shepley is committed to serving our clients, colleagues, and community. We are proud to provide our clients with relentless advocacy, thoughtful counsel, and service that benefits our clients' associates then, now, and always.
How we help advisors:
Markel: Markel offers Professional Liability insurance coverage, including E&O Insurance for RIAs and financial planners, is written for your benefit. We have over 30 years of industry experience and expertise in understanding the ins and outs of professional insurance coverage. Your firm needs insurance coverage tailored for financial service professionals to protect you, your firm, and your assets, because the details matter.
Starkweather & Shepley: Your personal insurance requirements and risk exposure differ from those of your neighbors. We offer a full range of cost-effective insurance for start-ups and established enterprises. Let our experienced team customize a solution for you, your family, and your firm.
Why XYPN LIVE attendees should stop by our booth:
Markel: At Markel, we believe service is an important aspect of our coverage. If you have a question, we owe you an answer—and not just a quick one, but a thorough one. XYPN members can access a members-only E&O (Errors and Omissions) insurance policy through Markel, administered by Starkweather and Shepley Insurance Brokerage. The policy has tiers to meet firms with revenue below $250k, 750k, and $2 million.
Starkweather & Shepley: Today, Starkweather & Shepley is still redefining the definition of excellent customer service and what insureds should expect from their insurance broker. Talk to us. We’ll be listening.
Party Sponsors
Smartria | Party Sponsor
Our mission:
‘Software as a Partnership’ is Smartria’s approach to and philosophy for everything we do with our customers. We want to partner with you to make your firm more compliant. We want to know what problems you’re having so we can help you solve them. Our platform was born from the needs of an SEC-registered RIA in 2016 and we have been learning how best to help RIAs manage compliance directly from conversations and collaborations with our customers on a daily basis ever since. It’s about you learning from firsthand interactions with our company how much we care about your success.
How we help advisors:
While we don’t advertise it often, we call ourselves The Happy Compliance Company. That happiness comes from working with teammates who care deeply about the mission and from partnering with customers who value what we do.
We know compliance can be complex and burdensome. That’s why our team is united by a clear goal: making compliance simpler, more human, and more effective—for the good of your business and the investors you serve.
Why XYPN LIVE attendees should stop by our booth:
Smartria transforms compliance from a burden into a strategic advantage. If you’re ready to build a culture of compliance from day one, stop by our XYPN LIVE booth to learn how Smartria helps you centralize, automate, and scale your SEC/FINRA compliance program.
BC Brokerage | Party Sponsor
Our mission:
Every great financial plan deserves great protection. Our mission is to make insurance simple, collaborative, and accessible in all 50 states so you can serve your clients with confidence.
How we help advisors:
As a fee-only financial planner, you’re sure to serve clients with a diverse range of insurance needs. And as a fiduciary, you always have your clients’ best interests in mind. So when it comes to finding the ideal insurance products for your clients, there’s no better decision than working with trusted insurance specialists who exclusively serve fee-only financial planners.
BC Brokerage is an independent insurance brokerage that specializes in helping fee-only financial planners provide their clients with life, disability, annuity, and long-term care insurance solutions.
Why XYPN LIVE attendees should stop by our booth:
Insurance should support your planning, not complicate it. Visit BC Brokerage’s booth at XYPN LIVE to see how our fee-only-focused team helps advisors find the right coverage for every client. (Read: they’re responsive, proactive, and truly invested in your success.)
Blue Sponsor
Zocks | Blue Sponsor
Our mission:
Zocks empowers advisory firms with data-driven insights while maintaining the personal touch essential to client relationships. Our mission is to eliminate back-office administrative burdens for financial professionals with our enterprise-grade, privacy-first AI platform.
How we help advisors:
Founded in 2022, Zocks is an enterprise-grade, privacy-first AI platform that transforms client interactions into structured, actionable intelligence for financial advisors and firms. Built with compliance, security, and scalability at its core, Zocks automates everything from note-taking to form-filling, client emails & more, without recordings, saving advisors 10+ hours a week.
Why XYPN LIVE attendees should stop by our booth:
Stop by the Zocks booth to see how privacy-first AI can make admin work easier.
Green Sponsors
Altruist | Green Sponsor
Our Mission:
Altruist’s mission is to offer a modern custodian partnership focused on serving independent advisors rather than competing with them. It’s an ecosystem where everything is designed for RIAs.
How we help advisors:
Altruist is a custodial platform made for modern financial advisors who value simplicity. We have combined the essential pieces of software needed to manage your RIA inside our platform to help you save time and lower costs. You get a seamless, fast, and delightful user experience. Spend less time managing your software and more time taking care of your clients.
Why XYPN LIVE attendees should stop by our booth:
XYPN members are building their firms on their terms. Altruist’s driving mission supports just that: offering the freedom to grow your business, your way. Stop by their booth at XYPN LIVE to see how Altruist brings together brokerage and easy-to-use software.
Iconic Insurance | Green Sponsor
Our mission:
We help individuals and small businesses navigate health insurance with clarity and confidence. Our priority is empowering you to understand what you're buying and how to actually use it.
How we help advisors:
Iconic Insurance helps individuals and families navigate health insurance with clarity and confidence. Our role is to simplify complex coverage decisions so clients understand what they are buying and how to use it. We partner closely with financial planners to help their clients navigate health insurance options, with a focus on entrepreneurs, self-employed individuals, and early retirees. Our goal is to ensure coverage decisions align with financial planning strategies and support long-term client outcomes.
Why XYPN LIVE attendees should stop by our booth:
If you have clients who need health insurance, stop by our booth and learn how Iconic Insurance can be in your corner to help you offer even more clarity to your financial plans.
RIA Fiduciary Solutions | Green Sponsor
Our mission:
For more than 35 years, DMI has helped financial professionals across the country grow their practices, strengthen client relationships, and navigate a constantly changing financial landscape. Today, the advisory industry is changing. More advisors are embracing the fiduciary model and seeking solutions that align with their commitment to client-first planning.
Recognizing that shift, the leadership team at DMI created RIA Fiduciary Solutions (RIAFS) — with a single purpose: to help RIAs uncover opportunities, create better client outcomes, and grow their practices, without disrupting the business model they’ve already built.
How we help advisors:
RIA Fiduciary Solutions delivers advisory-class protection & income solutions built specifically for RIAs. We handle suitability, carrier selection, e-application, issuance, and servicing — so your team stays focused on planning, advice, and the client experience.
We’re not here to replace your process — we’re here to help you enhance it. You remain the fiduciary and planner of record. We help you uncover opportunities, provide specialized planning support, and deliver solutions that help your clients reach their retirement goals while your firm grows.
Why XYPN LIVE attendees should stop by our booth:
Many RIAs are sitting on untapped opportunities that already live inside their book of business. Stop by our booth at XYPN LIVE to learn how RIA Fiduciary Solutions can help you find the hidden opportunity inside your existing client base.
Orion Advisor Tech | Green Sponsor
Our mission:
We know that Success looks different for every firm. So, our vision is driven by four pillars of success — Prospect, Plan, Invest, Achieve — that will lead your firm to build a long-lasting, future-ready business. We believe the advisor-client journey is the foundation of a successful advisory business, and we’ve made it our mission to transform how that journey unfolds.
How we help advisors:
Orion is a cohesive, single solution that’s designed to help you win new business, streamline operations, and create stronger client relationships. It’s the tech that actually helps you scale. Fuel your firm with the technology you need to streamline your operations, or strategically outsource to supercharge growth with a tech-enabled TAMP. 89% of advisors reported greater operational efficiency with Orion’s integrated technology.
Why XYPN LIVE attendees should stop by our booth:
Here at Orion, we are oriented completely around the advisors and the enterprises that serve them. If you've made choices about your CRM or the financial planning system you're using or how you want to capture and utilize your data, our job is to meet you where you are. If that sounds like you, stop by our booth at XYPN LIVE to learn more about how Orion can help you build portfolios that help your clients meet their unique vision of success.
The best partnerships often begin with a real connection. And XYPN LIVE is where those conversations start.
Whether you're searching for the next technology to elevate your client experience or want to dig deeper into your current tech stack to maximize your value, our sponsors are headed to LIVE to help you build a stronger, more efficient firm.
Interested in learning more? Check out the full lineup of Tech & Solutions headed to San Diego, and make plans to join us at XYPN LIVE—whether you'll be with us in person or attending virtually.
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