About Us
About Andes Risk
The Andes Risk Story
Helen Yang, CFA, founded Andes Risk (a DBA of Andes Wealth Technologies) to address a significant challenge in the wealth management industry: financial advisors didn’t have the right tools to talk about all aspects of risk, especially the investor’s behavioral risk.
Through the Andes Risk Platform, Yang and the team are realizing their mission of empowering financial advisors to disrupt traditional, cookie-cutter services and provide a more meaningful, enjoyable wealth management experience for their clients.
Inspired by Dr. Andrew Lo from MIT and his Adaptive Markets Theory, the Andes Risk Platform offers best-of-breed solutions in risk tolerance assessment, behavioral finance, deep analytics and the Investment Policy Statement. Together, they form an integrated client onboarding and communication platform.
Awards & Patents
Innovation and Thought Leadership
Andes Risk is an intellectual powerhouse known for its innovation and thought leadership, winning numerous industry awards in a wide range of categories:
- 2023, 2022, & 2021, WealthManagement.com Industry Awards in Risk Tolerance, Onboarding, & Portfolio Analytics.
- 2023 & 2022, WealthTech Americas Award in Thought Leadership
- 2023, Money Management Institute (MMI) Barron’s Industry Award in Digital Innovation
- 2022, ThinkAdvisor Luminaries Award in Thought Leadership
- 2022, Family Wealth Report Award in Onboarding
In addition, Helen Yang, founder and CEO, received two patents issued by the US Patent and Trademark Office. Andes has also filed a provisional patent to quantify the effect of investor behavior on investment outcomes.
Meet the Andes Risk Team
A winner of the prestigious Harry Markowitz Award, Helen Yang, CFA, is the founder and CEO of Andes Risk. Yang has 24 years in FinTech and holds an MBA from MIT. Prior to founding Andes Risk, she held leadership positions at Thomson Reuters and Charles River Development, a State Street company.
Yang is widely recognized as a thought leader, with publications in the Journal of Investment Management, Advisor Perspectives and ThinkAdvisor. She has received the 2024 Family Wealth Report Women in WealthTech Award, 2024 Wealth Solution Report Pathfinder Award, 2023 WealthTech Americas Women in WealthTech Award, and 2022 Investment News Women to Watch Award.
Yang volunteers extensively, currently serving on the board of the Lexington Lions Club and several community organizations. She also enjoys hiking, yoga, listening to audiobooks and spending time with family and friends.
Helen Yang, CFA
Neil Hickey
EVP, SALES & MARKETING
Neil Hickey is a strategic leader driving digital transformation and operational efficiency. With over 14 years at Schwab, he brings deep expertise in aligning technology with business goals to deliver scalable, innovative solutions.
Shane Banks
Shane leads a team to onboard new clients and service existing clients to ensure our clients are getting the most out of the Andes platform. With 10+ years in financial services, he came to us from Fidelity and Morgan Stanley, and excels in building relationships.
Martin Torricer
Martin is an experienced full-stack engineer with deep knowledge in AWS, Python/Django, and Javascript/React. He is passionate about technology and building innovative solutions.
Tom Elmendorf
Tom is a UX Design Expert specializing in creating intuitive, user-centered digital experiences. With a keen eye for design and usability, he craft seamless interfaces that enhance engagement and drive business success.
Mark Bell
Mark is a growth-focused, data-driven marketing strategist with 18+ years of experience driving revenue growth in SaaS and enterprise technology. Mark thrives on scaling teams, optimizing processes, and delivering measurable impact.
Maria Francesca (Ces) Elfa
Ces consults with prospects and clients to help them deliver the next level of client experience. She has been in financial services since 2018 and came to us from Factset. Passionate about entrepreneurship, Ces enjoys trying new things at work and beyond, and spending time with family and friends.
Sorin Sabo
Sorin is a top expert in Python/Django and AWS. He is also highly skilled in JavaScript/React. Sorin has been with the project since September, 2018. He is also an active contributor in the open source community. Outside of work, Sorin enjoys skiing and playing chess.
Mitesh Patel
Mitesh crafts the future with code, pushing the boundaries of what machines can understand, creating technology that thinks, adapts, and transforms the world around us.
The Andes team is so motivated to build the best platform.
They really look out for advisors’ needs and constantly make enhancements to make it even better. From that standpoint, the Andes Risk Platform is truly an advisor friendly platform–and that’s the difference.
Jim Murphy, President, J. Murphy Asset & Tax ManagementWant to learn more? Submit the form to get in touch today.
Information Security
Andes Risk is fully committed to the highest levels of security and leverages cybersecurity best practices to ensure the protection of sensitive information.
The Andes Risk Platform is hosted by Amazon Web Services (AWS), the market leader in application hosting that provides numerous built-in security measures in authentication and storage and is SOC 2 compliant.
