The History Behind Our Wealth Tech Company


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.

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Photo credit: Oeoi (link)

Meet Our Team

We are reliable, responsive and highly competent.

J. Helen Yang, CFA
J. Helen Yang, CFACEO & Founder
Helen Yang has been in FinTech for 20+ years. Prior to founding Andes Wealth, she held leadership positions at Thomson Reuters and Charles River Development.
A co-winner of the prestigious Harry M. Markowitz Special Distinction Award (with Dr. Andrew W. Lo), Helen holds an MBA from MIT.
Helen volunteers extensively. She currently serves on the board of the Lexington Lions Club and Asian Americans for Equal Rights.
Cristian Retegan
Cristian ReteganCTO
Cris is a top expert in web and SaaS technology. He leads a stellar engineering team of backend developers, front developers and an UX expert. Our open architecture leads to a clean, high-quality product that is easy to expand and integrate with.
Tamar Chamassian
Tamar ChamassianVP, Client Experience
A seasoned executive in financial services, Tamar is highly skilled in business strategy, marketing, and client experience.

We are looking for a sales executive.

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We are looking for a sales executive!

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Join Us to Transform the Wealth Management Experience!