ndes Wealth Technologies is named after the Andes mountains, the longest mountain range on earth.
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.
The Andes platform is the practical application of the Adaptive Markets Theory, reconciling behavioral finance with risk visualization to better explain how market works and how investors feel.
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