Wealth Management.com
Winner 2021
"AdviceTech.LIVE takes home the Wealthie award for Technology Event supporting Diversity, Equity and Inclusion through it's Benefactor partner investment in the CFP Board's D&I Inclusion initiative."
Snappy Kraken
Jolt Award 2022
"Sometimes innovation is the product of necessity and AdviceTech.Live is a great example of just that."
Three Crowns
Top Conferences for 2022
"A virtual conference has to be very good to get our recommendation... and [AdviceTech.LIVE] has cracked the code for how to make a virtual event feel beneficial instead of like a slog."
See live speed demonstrations of the newest builds from these advicetechs.
Supporting our community -as a community.
2020
CFP Center for Financial Planning
Diversity and Inclusion Initiative
The Center for Financial Planning is a distinct initiative of CFP Board focused on creating a more diverse and sustainable financial planning profession.
2021
Foundation for Financial Planning
Our mission is to help people in need improve their financial lives by expanding access to pro bono financial planning. We envision a future in which all people can benefit from quality financial advice.
About The Event
Join this crowd-sourced event of fintech companies, professional advisors, thought leaders and media as we create a total immersion program to see what's new from 20 companies and join forces in supporting good works through our Benefactor Partners 2023. AdviceTech.LIVE is all about building a community co-hosted event where newcomer tech companies have the same opportunities to present as the established players, and the next generation of advice influencers are welcome alongside industry veterans. That is why all enrolled students of financial services education are provided free access so we can inspire them to invent the next generation of advice delivery.