About Us

About Us

The Andes Wealth Story

Helen Yang, CFA, founded Andes Wealth Technologies to address a significant challenge in the wealth management industry: financial advisors didn’t have the right tools to deliver truly personalized services.

Through the Andes Wealth Platform, Yang and the team are realizing their mission of empowering financial advisors to disrupt traditional, cookie-cutter services and provide a more meaningful, enjoyable wealth management experience for their clients.

Inspired by Dr. Andrew Lo from MIT and his Adaptive Markets Theory, the Andes Wealth Platform offers best-of-breed solutions in risk tolerance assessment, behavioral finance, deep analytics and the Investment Policy Statement. Together, they form an integrated client onboarding and communication platform.

Awards & Patents

Innovation and Thought Leadership

Andes is an intellectual powerhouse known for its innovation and thought leadership, winning numerous industry awards in a wide range of categories:

  • 2023, 2022, & 2021, WealthManagement.com Industry Awards in Risk Tolerance, Onboarding, & Portfolio Analytics.
  • 2023 & 2022, WealthTech Americas Award in Thought Leadership
  • 2023, Money Management Institute (MMI) Barron’s Industry Award in Digital Innovation
  • 2022, ThinkAdvisor Luminaries Award in Thought Leadership
  • 2022, Family Wealth Report Award in Onboarding

In addition, Helen Yang, founder and CEO, received two patents issued by the US Patent and Trademark Office.

PATENT

Investor Risk Management System

Awarded in June 2022, this patent covers Andes’ proprietary Risk Tolerance Test and deep analytics.

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PATENT

Investor Profiling & Behavior Risk Management System

Awarded in November 2022, this patent covers behavioral finance and IPS generator.

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Meet the Andes Wealth Team

A winner of the prestigious Harry Markowitz Award and inventor of two patents, Helen Yang, CFA, is the founder and CEO of Andes Wealth Technologies. Yang has 24 years in FinTech and holds an MBA from MIT. Prior to founding Andes Wealth Technologies, she held leadership positions at Thomson Reuters and Charles River Development, a State Street company.

Yang is widely recognized as an industry thought leader, with publications in the Journal of Investment Management, Advisor Perspectives and ThinkAdvisor.

Yang volunteers extensively, currently serving on the board of the Lexington Lions Club and several community organizations. Outside of work and community work, she enjoys hiking, yoga, listening to audiobooks and spending time with family and friends.

Helen Yang, CFA

CEO & Founder
Cristian Retegan
CTO

Cris is our outsourced CTO from  Red to Blue, based in Cluj-Napoca, Romania. A top expert in web/SaaS technology and data security, Cris leads a stellar engineering team of front and backend developers and an UX expert.

Kelly Waltrich
CMO

For over 15 years, Intention.ly Co-founder Kelly Waltrich has been championing the role of marketing in the financial services industry.

Sorin Sabo
DIRECTOR OF ENGINEERING

Sorin is a top expert in Python/Django and AWS. He is also highly skilled in JavaScript/React. Sorin has been with the project since September, 2018. He is also an active contributor in the open source community. Outside of work, Sorin enjoys skiing and playing chess.

Mikko Romasanta
LEAD ENGINEER

A talented problem solver, Mikko is proficient in Python/Django, Java Script/React and PHP. He is passionate about technology and enjoys exploring new technologies including generative AI.

Abby Navarra
DIRECTOR OF PRODUCT MANAGEMENT

Abby has been in financial services since 2018 and came to us from J.P. Morgan. She works closely with clients and the engineering team to ensure that our solution meets and exceeds client needs. Outside of work, she finds joy in watching movies and series, reading on her Kindle, as well as biking.

Charlene Panganiban
DIRECTOR OF CLIENT SERVICE

Charlene works with clients to help them best leverage the Andes platform to achieve their business goals. She has been in financial services since 2018 and came to us from FactSet. She delivers exceptional service to clients while fostering strong client relationships.

Francesca (Ces) Elfa
DIRECTOR OF SALES

Ces consults with prospects and clients to help them deliver the next level of client experience. She has been in financial services since 2018 and came to us from Factset. Passionate about entrepreneurship, Ces enjoys trying new things at work and beyond, and spending time with family and friends.

Greg Domingo
SALES MANAGER

Greg is a driven financial services professional with four years of expertise in client development and success. He came to us from Institutional Shareholder Services where he managed client’s proxy voting. Prior to that, he spent three years at FactSet supporting Merrill Lynch wealth managers.

Tamar Chamassian
HEAD OF BUSINESS STRATEGY

A seasoned business and marketing executive with an extensive background in the financial industry, Tamar is highly skilled in developing strategies, identifying growth opportunities, enhancing brand awareness and improving overall client experience. Outside of work, Tamar enjoys yoga, meditation and learning Spanish on Duolingo.

The Andes team is so motivated to build the best platform.

They really look out for advisors’ needs and constantly make enhancements to make it even better. From that standpoint, the Andes Wealth Platform is truly an advisor friendly platform–and that’s the difference.

Information Security
Andes Wealth is fully committed to the highest levels of security and leverages cybersecurity best practices to ensure the protection of sensitive information.

Andes Wealth is fully committed to the highest levels of security and leverages cybersecurity best practices to ensure the protection of sensitive information. 

The Andes Wealth Platform is hosted by Amazon Web Services (AWS), the market leader in application hosting that provides numerous built-in security measures in authentication and storage and is SOC 2 compliant.