Patents and Trademarks
Andes Wealth Technologies has received the following patents and trademarks from the U.S. Patent and Trademark Office:
- Investor Risk Management System (patent id: 11403708). See press release.
- Trademarks: AccuRisk® and AccuProfile®.
WealthManagement.com Industry Award (the “Wealthies”)
Andes Wealth Technologies has been recognized since 2020.
- 2022 Winner in:
- Client Onboarding/Account Opening
- Portfolio Analytics
- 2022 Finalist in Risk Tolerance & Client Profiling
- 2021 Winner in Risk Tolerance & Client Profiling
- 2020 Finalist in Risk Tolerance & Client Profiling
MMI/Barron’s Industry Award
Andes Wealth Technologies has been recognized since 2021:
- 2022 Finalist in:
- Digital Innovation
- Disruption
- 2021 Finalist in Disruption
Family Wealth Report Award
Andes Wealth Technologies has been recognized since 2022.
- 2022 Winner in Client Onboarding
WealthTech Americas Award
Andes Wealth Technologies has been recognized since 2022.
- 2022 Winner in Thought Leadership
ThinkAdvisor Luminaries Award
Andes Wealth Technologies has been recognized since 2022.
- 2022 Finalist in Thought Leadership