Andes Wealth Featured in Financial Planning Article

CEO Helen Yang was recently featured in an article in Financial Planning by Suleman Din entitled ‘Do more for me’: Clients demanding digital banking options. Some highlights include:

• • “In a way this Walmart [for financial advice] already exists,” says Helen Yang, founder and CEO of Andes Wealth Technologies, a behavioral finance software company.
  • “Most companies are becoming more and more similar. What people get from RIAs is a relationship, but that might not be enough anymore. What they really want are insights into their financial lives that they can’t get anywhere else.”