Every year, the XYPN AdviceTech Competition shines a spotlight on the fintech solutions shaping the future of independent financial advice. Now, you can be among the first to meet the companies selected to compete live at XYPN LIVE 2026.
Join XYPN's David Bowman, CFP®, alongside Jason Pereira, MBA, CFA, CFP®, and Amy DeTolla, Founder of Aureus Advantage, as they unveil this year's finalists and discuss what makes each solution stand out. Together, they'll explore the latest trends in advisor technology, the qualities that set these companies apart, and how innovative fintech is helping advisors streamline operations, strengthen client relationships, and build more efficient businesses.
You'll get an exclusive first look at the companies competing for Best in Show and Advicer's Choice before they take the stage at XYPN LIVE in San Diego.
In this session, you'll have the opportunity to learn about:
- The companies selected as finalists in the 2026 XYPN AdviceTech Competition
- The RIA technology shaping the future of independent financial advice
- What judges look for in innovative advisor technology
- How emerging solutions can help advisors improve efficiency and elevate the client experience
- What to expect from the live AdviceTech Competition at XYPN LIVE 2026
- Why innovation continues to play a critical role in helping advisors build stronger, more sustainable businesses
Whether you're looking for the next RIA technology to add to your tech stack or simply want a first look at the newest innovations entering the market, you'll leave with valuable insights into the fintech companies poised to make an impact on the future of financial planning.
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