Only 20 Founding Member spots available

Where Finance Pros
Build, Share & Grow Together.

The community where financial advisors build their own tools, list their creations on a governed marketplace, and find collaborators to supercharge what they're building. Be one of the first 20.

Become a Founding Member →

Built for the builders in

Financial Planning Tax Planning & Preparation Wealth Management Investment Analysis

We're not building the next financial planning software together

We're building the modules that comprise great client experiences — with your help. This is a community-led initiative.

Create

Use our agents and guided tools to build the financial planning modules you've always wished existed. From client onboarding flows to tax scenario models — if you can dream it, you can ship it. No coding experience needed.

Build →

Exchange & List Products

Built something useful? List it on the PlannerXchange marketplace — a governed app marketplace sorted by financial planning areas, with quality scoring, reviews, and ratings. Discover tools made by pros who actually understand your workflows.

Marketplace →

Connect & Co-Create

Browse a gallery of professionals — see their years of experience, areas of focus, and what they're building. Find a like-minded advisor to collaborate with and supercharge your final product into something neither of you could build alone.

Community →

Learn to Create

Video learning paths, guided tutorials, and recordings of our "Why I Built This" series — all designed to teach you how to use AI agents (ours and others) to build your own tools. From zero experience to shipping your first module.

Education →

If all of this feels too new, we got your back.

You don't need to be a coder. You don't need a CS degree. You don't even need to know what an API is. If you're using Excel spreadsheets, manual workarounds, or duct-taping processes in your practice — you're already building. You just don't have the right tools yet.

We'll show you the ropes. The community is here to support you. And before you know it, that spreadsheet hack you've been running for years becomes a real, automated tool that other advisors can use too.

Our promise: We'll help you grow your manual processes into something sustainable, automated, and shareable with the community. That's what PlannerXchange is for.

How it works

From sign-up to shipping your first module in three steps.

1

Join the Community

Create your profile, tell us what area of finance you work in, and what you're looking to build or find.

2

Build or Browse

Use our agents to build your own modules, or browse the marketplace to find exactly what you need.

3

Connect & Grow

Match with other builders, co-create solutions, and scale your practice with tools made by people who get it.

“

We didn't start as a tech company.
We started as practitioners.

Finance Professionals AI Builders Practice Owners

About PlannerXchange

We're finance professionals first. We run our own practices, sit across from clients, and deal with the same software frustrations you do — tools that get you 80% of the way there but never fully solve for how your practice actually works.

Over the past couple of years, we saw the opportunity to start building with AI. We stopped waiting for vendors to ship features and started creating our own solutions — custom workflows, client-facing tools, automations that actually fit our process.

That's when it clicked: we're not the only ones doing this. Advisors all over the country are quietly building incredible tools inside their practices. But they're doing it alone.

PlannerXchange exists to change that. This is a community where you can build your own tools, exchange them with advisors who have the same gaps you solved for, and find collaborators who can supercharge what you're building into something neither of you could create alone.

We use a variety of software in our practices. We use some features and build around the rest. This community is for the finance professionals who are done waiting for off-the-shelf tools to catch up.

Who it's for

Any advisor currently serving clients. Whether you're a builder or a browser, there's a seat at this table.

Financial Planners & Wealth Managers

You know the pain points better than anyone. Now build the modules that solve them — or find someone who already has.

  • Client onboarding & goals workflows
  • Retirement & cashflow planning modules
  • Investment & rebalancing tools
  • Estate planning utilities

Tax Professionals & Hybrid Practices

Tax season doesn't have to be chaos. Build or find tools that streamline your process and delight your clients.

  • Tax scenario modeling & prep tools
  • Equity compensation calculators
  • Compliance & back-office automation
  • Cross-border planning modules

"Why I Built This" — Monthly Live Series

Every month, a Founding Member gets on a live Zoom call and shares: why they built a tool, what problem it solved in their practice, and how they integrated it into their day-to-day business.

The Story

Why this tool needed to exist

What was the pain point? What workaround were you using before? What made you finally say "I'm building this myself"? The real motivation behind the tool.

The Integration

How it fits into the business

A live walkthrough of how the tool actually runs inside their practice — client-facing workflows, internal processes, time saved, and the real impact on their business.

The Archive

Every session recorded

Missed a call? Every "Why I Built This" session gets recorded and added to the learning library. Build your knowledge on your own schedule.

Coming soon: Aditi shares why she built an AI-powered money mindset assessment at Wealth IQ — and how it changed her client onboarding.

Become a Founding Member

Shape the platform from day one. Limited to the first 20 finance professionals.

Founding Member
$480 /year
That's $40/month — cheaper than any single tech subscription you use today, other than OpenAI or Claude Pro, which limit your coding abilities.
  • ✓ Full platform access — build, list, and exchange tools from day one
  • ✓ Permanent "Founding Member" status on your profile
  • ✓ Direct input on platform features and roadmap — you help shape what gets built
  • ✓ Priority marketplace listing for your creations
  • ✓ Access to all learning paths — create from zero, no experience needed
  • ✓ Monthly "Why I Built This" live call — a member shares what they built, why, and how they integrated it into their business
  • ✓ Founding Members-only networking and co-creation opportunities
  • ✓ Lock in this rate for life — price goes up after launch
Claim Your Founding Member Spot →
18 of 20 spots remaining

Claim Your Founding Member Spot

Tell us about yourself and what you're building — then we'll take you to checkout.

You'll be taken to our secure Stripe checkout after submitting. Only 20 spots available.