Why and When You Should Contact Us?
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Technology and innovation have been transforming and revolutionizing financial services. The speed and breadth of technological innovation in recent years is incredible.
AFIEA has provided consulting services in the financial services and technology industry since 1996. Our clients include Registered Investment Advisor (RIA) firms, the top-three consulting firms, the big-four CPA firms, FinTech startups, investment firms, technology providers, market research companies, journalists, pension funds, private and public foundations, and institutional retirement plans on their projects related to improving financial services. If you have any questions about financial services technology, we will find the answer for you. Please contact our lead consultant Dr. Charlie Yang by eMail or through LinkedIn.
MAILING ADDRESS: P. O. Box 3822, Palos Verdes Estates, CA 90274
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Partnership with Financial Technology Experts
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We are consultants of financial technology with a mission to improve the financial services industry for investors. We accumulated our experiences over the last 30 years by working directly with hundreds of financial institutions, RIAs, and financial technology providers.
Our expertise fields include financial services industry vendor and product analysis, FinTech market and competitive intelligence, wealth management technologies, TAMP solutions, business automation softwares, robo-advisory development, digital payment systems, benchmarking, RIA technology training, tax compliance and reporting solutions, insourcing vs. outsourcing cost analysis, value added model portfolios, market sentiment index studies, high-income retirement plan solutions, insurance technology and platforms, disruptive financial service applications (e.g., cloud, AI, deep-learning, data analytics, quantum computing, blockchain, cybersecurity), among many others.
The chances are there are some specialized subjects we are not good enough to carry out high-quality consulting work. For example, knowledge and experience are needed to discuss the non-profit management and corporate philanthropy software space, with a focus on software supporting private foundations. Therefore, we welcome other FinTech experts to contact us for new opportunities that are beyond our core expertise, and we are happy to pass them on to you.
If you are a financial technology expert with recent direct working experience, we are happy to refer new projects to you at no cost, and you can freely set up your hourly consulting rate (average $200 to $1,000 per hour).
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Important Notice: We will conduct consulting projects under a mutual confidential arrangement, and will only share or discuss public and non-confidential information base on our working experience and expertise in research and analysis. You are not expected to release any non-disclosable information about your current or former employer.