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. 

2019 FinTech Competitors

We're thrilled to announce the six finalists who will compete in this year's competition:

Holistiplan, LLC
College Aid Pro
NEXA Insights

Learn More About the FinTech Competitors

FinTech Badge 2019Look 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