November 21, 2022, New York, New York – Andes Wealth Technologies, the first company to combine behavioral finance and risk analytics, empowering financial advisors to differentiate, satisfy Reg BI, and deliver hyper-personalized services, is proud to announce that it has been named the winner in the 2022 ThinkAdvisor Luminaries Awards for Thought Leadership and Education.

The Luminaries award honors firms making outstanding efforts to better understand and train new and existing industry participants by leading the charge in producing independent research and tools to help the industry connect new understanding of innovative concepts like behavioral finance, retirement income and ESG investing with practical applications and positive impacts.

“It’s such an honor to be recognized by ThinkAdvisor for the work our team has done to turn abstract theory and research into practical tools that address several challenges facing the wealth management industry, including delivering differentiated, personalized services at scale, empowering meaningful conversations during market turmoil, and better protecting baby boomer clients while managing the ongoing generational wealth transfer,” said Helen Yang, CFA, founder and CEO of Andes Wealth. 

The innovative Andes Wealth platform blends embedded behavioral finance, their now-patented Risk Tolerance Test and deep analytics, and an industry-leading Investment Policy Statement into an integrated solution designed to deliver unprecedented clarity and transparency to investors while building trust and credibility within advisor-client relationships. 

In addition to the recently-awarded patent covering their proprietary Risk Tolerance Test and deep analytics, Yang and the Andes Wealth team also received top honors at this year’s Wealthies for both Portfolio Analytics and Client Onboarding/New Account Opening, and Yang took home the Own It award at the 2022 InvestmentNews Women to Watch ceremony.

To learn more about the solutions available on the Andes Wealth platform, click here.

About Andes Wealth Technologies

Andes Wealth Technologies is the first company to combine behavioral finance with deep analytics to help financial advisors differentiate and deliver truly personalized services. 

Inspired by Dr. Andrew Lo from MIT and his Adaptive Markets Theory, Andes Wealth Platform has received numerous awards:  

  • Winner, 2022 Family Wealth Report Award  
  • Winner, 2022 WealthTech Americas Award 
  • Winner, 2021 & 2022 Industry Award
  • Finalist, 2022 ThinkAdvisor Luminaries Award  
  • Finalist, 2021 MMI/Barron’s Industry Award 

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Media contact:

Kelly Waltrich