Andes Wealth Technologies is the first company to combine behavioral finance with risk analytics, to empower financial advisors to differentiate, satisfy Reg BI, and deliver hyper-personalized services.

It is a new way to deliver wealth management.

Cornerstones of the Andes Wealth Platform

Inspired by Dr. Andrew Lo from MIT and his Adaptive Market Theory, our award-winning platform includes: 

What Our Clients Say

Lloyd Easters, CIO at INVST

We have been really excited about using Andes Wealth Platform with our clients. It helps us manage them better, counsel them better, and get them into a better investment strategies. It just has been an all-around useful tool that I don’t think it exists elsewhere in the market.

Lloyd Easters, CIO, INVST
Wayne Firebaugh

I have been using Andes Wealth Platform to visually illustrate to my clients their lack of diversification and excessive risk in their existing portfolios and show them a better way. I like the way that Andes help me seamlessly move from compliance, questionnaires to an IPS that my clients can understand.

Wayne Firebaugh, Wayne Firebaugh Inc.

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