ndes Wealth Technologies is located in Lexington, Massachusetts, the birthplace of American liberty.
We share this revolutionary spirit. In the U.S., 46 million households use financial advisors, half of which are not satisfied. Helen Yang, CFA, realized that it was a FinTech problem, that financial advisors didn’t have the right tools to deliver truly personalized services, and set out to empower financial advisors to disrupt the traditional cookie-cutter service.
While at MIT, Helen met Dr. Andrew Lo and was intrigued by his Adaptive Markets Theory. They worked together and shared the prestigious Harry Markowitz Award in 2011. The Adaptive Markets Theory is the theoretic foundation for much of what we do.
Andes Wealth Technologies is named after the Andes mountains, the longest mountain range on earth, symbolizing our commitment to the long-term success of you and your clients.
Contact us at firstname.lastname@example.org.