Leading wealth management industry participant, Helen Yang – Andes Wealth Technologies, has joined the ranks of an elite global group who have been handed the honor of winning a WealthBriefing Award.

Helen Yang – Andes Wealth Technologies was awarded ‘Best Thought Leadership (Non Consultancy) (US) & Best Women in Wealth Tech (US)‘ at The Second Annual WealthBriefing WealthTech Americas Awards 2023.

Showcasing ‘best of breed’ in the Americas region, the awards have been designed to recognize outstanding organizations grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’. 

Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges. It is this process that makes WealthBriefing awards so prized amongst winners.

The WealthBriefing WealthTech Americas Awards are part of a global program run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centers.

Participants around the world recognize that winning awards is particularly important in these challenging times as it gives clients reassurance in the solidity and sustainability of the winner’s business and operating model.

“These two awards recognize the tremendous amount of innovation packed into the patented Andes Wealth Platform, and we are honored and grateful for both recognitions,” said Helen Yang, founder and CEO of Andes Wealth Technologies.

ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The organizations and individuals who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations to the winners and to those who have put so much work into each winning submission.

“These awards were independently and expertly judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which were answered by focusing on the client experience rather than purely quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognize the very best operators in  Americas’ wealth management, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in Americas’ wealth management.”  

About Andes Wealth Technologies

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

Inspired by Dr. Andrew Lo from MIT, co-winner of the Harry Markowitz Award with founder and CEO Helen Yang, and his Adaptive Markets Theory, Andes Wealth Platform has received numerous awards:

  • Winner, 2021 & 2022 WealthManagement.com Industry Award
  • Winner, 2022 & 2023 WealthTech Americas Award
  • Winner, 2022 Family Wealth Report Award
  • Winner, 2022 ThinkAdvisor Luminaries Award
  • Finalist, 2021 & 2022 MMI/Barron’s Industry Award

Learn more at www.andeswealth.com.

About ClearView Financial Media Ltd (“ClearView”) 

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme.