ndes Wealth Technologies is located in Lexington, Massachusetts, the birthplace of American liberty, and we share the same revolutionary spirit.
In the U.S., 46 million households use financial advisors, and half of them are not satisfied. Helen Yang, CFA, is one of them. A FinTech veteran for 20 years, she realized that financial advisors didn’t have the right tools to deliver the kind of insights she was looking for.
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.
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.