XY Adviser is home to thousands of advisers, sharing and learning with one another to drive the positive evolution of financial advice. Whether you’ve been advising for decades or just starting out, this dedicated space for peer to peer professional development is designed to help you improve the service you deliver to your clients.
Everyday financial planners around the world post, like, comment and deep dive into different topics around financial advice.
Ask intelligent questions in an environment designed specifically for other professional financial advisers to help with.
‘The best way to learn is to teach’. Commenting on posts is a way to contribute to the positive evolution of financial advice.
Get access to live events where you can ask questions as other professionals walk through how they do things.
Get access to hundred of adviser-shared files in a searchable content Library
Countries with members around the world.
Total number of financial adviser members.
Total number of community shared files free to use
1 Jan 2020 is the official launch date of the dediciated online community.
Founded in 2014 as a hobby
Four financial advisor friends began asking more successful and experienced advisors how to become better.
Hosting a full day event in 2016
After a handful of small events, XY holds its first full day event called the Modern Adviser to learn from other advisors how they do things differently.
First full time staff in 2018
The team begins to grow as we start focusing more on the day to day sharing and learning between advisors online.
Pre-Seed raise in 2019
Allows XY to expand staffing and strategise on how to achieve the jump into a tech focused direction.