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XYPN LIVE 2026 AdviceTech Competition

“Tools for the Modern Advicer” is the 2026 AdviceTech Competition theme. The goal? Reinforcing the incredible value that financial advisors bring to the table. We're interested in seeing new platforms and solutions that empower real Financial "Advicers" to run better businesses or give truly client-centric advice.

Criteria
Technology must be designed for financial advisors and support delivering financial advice as a service.

To enter, applicants must meet one or more of the following requirements:
  • Be an existing company with a new offering, substantively different from its existing solutions, that is independently priced
  • Have less than $1 million in annual revenue
  • Launched in the last 12 months

*Submissions are accepted through Thursday, July 16th at 6:00 PM PT.
1.Please complete written confirmation of the criteria your tech meets to make it eligible to participate in the AdviceTech Competition. Please note you may be asked to provide proof of eligibility.
You can reference the required criteria at the top of this application. (Required.)
2.Contact Name(Required.)
3.Contact Email Address(Required.)
4.Company Name(Required.)
5.Company Website(Required.)
6.Name of the technology (or separately-priced feature) you will be presenting(Required.)
7.Software Area of Focus (financial planning, investment planning, etc.)(Required.)
8.Phase of Tech Development(Required.)
9.Tech Description
Describe your technology in 150 words or less. This description will be included in conference materials so please write in the third person.(Required.)
10.Tech Development History: what has your journey looked like?
This information is for the selection committee only and won't be used publicly. (Required.)
11.Why do you think the XYPN LIVE audience will be interested?
Tell us what you hope the audience takes away from your presentation if you are selected.(Required.)
12.Link to Demonstration Video 
The video must be 10 minutes or less and provide an in-app (or prototype) screen share of the product you're entering.
(Required.)
13.Please attach the logo (.esp or .png) you'd like us to use for promotion if chosen as a participant.(Required.)
No file chosen
14.Have you already purchased a booth package to attend XYPN LIVE 2026?(Required.)