XY Planning Network announced today that the nomination window for its 4th annual Advisor FinTech Competition is now open. The competition will be hosted on September 10, 2019 in St. Louis, Missouri during #XYPNLIVE, the industry’s only financial planning conference exclusively for financial advisors serving Gen X and Gen Y clients.
Created in 2016, the annual FinTech Competition gives startup advisor technology firms building solutions to support the delivery of financial planning to next generation clients a venue to showcase their solutions, in front of an engaging audience of tech-savvy financial advisors serving GenX and Gen Y clients who have the potential to become their first adopters.
Six finalists will be chosen from the pool of applicants, and will have the opportunity to introduce and promote their offerings during #XYPNLIVE in front of a full audience and a panel of expert judges, including technology guru Bill Winterberg of FPPad, and Michael Kitces, co-founder of XYPN and publisher of the widely read Nerd’s Eye View blog. Interested companies can apply here, and must meet the following criteria:
- Solution: Technology must support financial advisors delivering financial planning services to Gen X and/or Gen Y clients
- Startup: To enter, tech company applicants must meet at least one of the following requirements:
- Launched in the last 12 months
- Have less than $1 million in revenue
- Be an existing company with an entirely new solution that is substantially different from the company’s existing offerings and meets one of the above requirements
“Our deep commitment to helping advisors grow their firms and serve the next generation of clients fuels our enthusiasm to seek out and support the latest in technology to facilitate a more efficient workflow for advisors and greater value to the end client,” said Alan Moore, co-founder of XY Planning Network. “The FinTech Competition provides an environment where creative companies have the opportunity to showcase their innovations, and get the visibility and early adopters they need to survive and thrive as startups. We can’t wait to see what new and exciting ideas and technologies arise from this year’s FinTech Competition and how they will impact advisors.”
All finalists in the XYPN FinTech Competition will receive free passes to the #XYPNLIVE conference and a booth to exhibit their solution, along with substantial visibility and exposure including: an exclusive interview on #XYPNRadiowith a dedicated XY Planning Network blog post; an article on Kitces.com featuring the technology; a press release by PR agency FiComm Partners; and a promotional video and feature on FPPad.com by Bill Winterberg.
The winner of last year’s FinTech Competition, which received 23 applications, was Mineral Interactive (“Mineral”), a digital marketing and technology firm which has since been acquired by Carson Group. Mineral was recognized for its next generation client digital marketing and onboarding tool “Approach.”
“Technology is changing the game for advisors and the way they run their practice, and the XYPN Fintech Competition embodies this providing technology vendors the opportunity to showcase how advisors can become more efficient and solve the pain points they are facing,” said Mineral cofounder and Carson chief marketing officer Jud Mackrill. “#XYPNLIVE is a unique event allowing advisors and technology vendors to come together to discuss the issues plaguing advisors today which vendors are aiming to solve for tomorrow.”
Vestwell CEO Aaron Schumm, winner of the 2017 FinTech Competition, credits the firm’s award as contributing to its success amongst XYPN advisors. “With dozens of XYPN advisors leveraging our platform already, we’re grateful the organization is so committed to bringing modernized solutions to their tech-savvy audience.”
To learn more about the XYPN Fintech Competition or to register for the #XYPNLIVE 2019 conference, visit http://info.xyplanningnetwork.com/xypn-live.
For media inquiries, contact XYPN@ficommpartners.com.
About XY Planning Network
XY Planning Network is the leading financial planning platform for fee-only financial advisors who want to serve their Gen X and Gen Y peers, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions. https://www.xyplanningnetwork.com/
SOURCE XY Planning Network
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