We are the first company to combine behavioral finance with analytics to help financial advisors to tell their stories:
* The value-add story;
* The long-term story;
* The fiduciary story.
Location: United States, Massachusetts, Boston
Employees: 1-10
Founded date: 2018
Investors 1
| Date | Name | Website |
| 22.01.2022 | MassChalle... | masschalle... |
Mentions in press and media 4
| Date | Title | Description | Source |
| 06.06.2023 | Andes Wealth Technologies Announces Integration with Advyzon | Andes Wealth + Advyzon Integration Andes Wealth integrates with Advyzon, empowering advisors with b... | einpresswi... |
| 25.04.2023 | Andes Wealth Technologies Announces Risk Analysis Integratio... | Andes Wealth + Redtail CRM Andes Wealth Technologies partners with Redtail CRM to streamline risk a... | einpresswi... |
| 17.12.2021 | MassChallenge Announces 2022 FinTech Cohort | Boston, MA (December 17, 2021) - MassChallenge, the global network for innovators, today announces... | masschalle... |
| 26.04.2021 | Andes Wealth Technologies Launches Total Client Onboarding a... | BOSTON, April 26, 2021 /PRNewswire/ -- Andes Wealth Technologies, an innovative wealth technology ... | prnewswire... |