Vestwell Named Winner of XY Planning Network’s 2nd Annual Advisor FinTech Competition
"It was our explicit goal with the XYPN FinTech competition to provide these new startups a way to showcase their technology to our young, tech-savvy advisors, who need the help of technology to service Gen X and Gen Y clients efficiently," said Kitces. "When you look at the scale and quality of submissions we received this year, it's evidence that the advisory industry really is attracting a tremendous new wave of startups looking specifically to serve the growing needs of financial advisors."
"The judges were extremely impressed with Vestwell's platform, and the way that they have weaved together the complex and disparate elements of the employer retirement plan industry into a single technology platform that makes it easy for advisors to help their small business clients with qualified plans," continued Kitces.
Launched in
"It was incredible to witness the energy and passion of the hundreds of advisors who attended #XYPN17," said Vestwell CEO,
As the winner, Vestwell will be featured on
CSLA Technology won Honorable Mention for its Student Loan Repayment Tracker which reduces the complexity of the college decision process. The other finalists included DataPoints, Loanbuddy, RobustWealth, ROL Advisor, and Tolerisk.
The 2018 conference, renamed #XYPNLIVE, will again include a FinTech competition, and will be held in
For media inquiries, contact [email protected].
About XY Planning Network
The XY Planning Network, with nearly 500 advisors, is the leading turnkey 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. http://www.xyplanningnetwork.com/
About
This is not an offer, solicitation, or advice to buy or sell securities in jurisdictions where
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SOURCE XY Planning Network; Vestwell
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