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.

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

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

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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