FinTech Competition

FinTech Hopefuls Set to Impress Judges

Six fintech companies will compete head-to-head for a prize one former winner called a “game changer.”

The competition is set. XY Planning Network announced the finalists for its 3rd Annual FinTech Competition scheduled for Sept. 25 in St. Louis, Mo. The finalists will be judged by a panel of fintech experts, including Michael Kitces, co-founder of XYPN.

The tech submissions are geared specifically for financial advisors, and past winners have included Vestwell, run by Aaron Schumm, a 2017 WealthManagement.com “Ten to Watch” finalist, Snappy Kraken, a 2018 finalist for WealthManagement.com’s own Industry Awards, and ScratchWorks, a FinTech accelerator.

This year’s finalists are: Approach, a prospecting and onboarding tech; Life Stage Insights, a turnkey client “discovery solution”; Payitoff, a student loan repayment scheduler; Take Command Health, a health insurance resource; Touchstone Pathway, a behavioral evaluation tool; and Yourefolio, an estate and legacy planning tool.

Winners receive promotional support and media introductions—benefits that Robert Sofia described as a “game changer.” Sofia, the CEO and founder of 2016 winner Snappy Kraken, said that “within the first three months of winning, we went from zero to over $700,000 in sales, landed two large enterprise accounts, and attracted significant investor interest.”

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