About
2SmallFish
George Lee and Andy Wen are veterans of the financial services and technology industry. They started 2SmallFish because they envisioned a new kind of financial advisory firm. A firm that puts their clients’ interests first and helps their clients achieve financial freedom. Freedom from fear, worries, and expectations; more importantly, freedom to be content, to invest in people and give to others. It all starts with the wise management of all of one’s resources. If that sounds refreshing, we ask you to join us.
George Lee, CEO
George Lee spent a decade building online financial advisory software for large financial institutions and over 30,000 financial advisers. These firms included Charles Schwab, TD Ameritrade, Vanguard, Citi Smith Barney, State Street Global Advisors, and Barclays Global Investors. Using these applications, advisors have created thousands of financial plans and constructed even more investment portfolios for clients. Prior to founding 2SmallFish, George was the VP of Marketing at Advisor Software, Inc. George also helped start the enterprise business as a product manager at Financial Engines.
George has a MBA from University of California, Berkeley, and an A.B. in Chemistry from Harvard University. George is a member of the Financial Planning Association.
Andy Wen, CTO and VP of Product
Andy Wen has over ten years of experience in technology strategy, particularly consumer financial and brokerage technologies. Andrew has developed cutting edge financial services technologies such as mobile trading, cash optimizer, fraud protection and deposits from home. Before founding 2SmallFish, Andy was a technology executive at E*Trade Financial where he reported to the Chief Technologist. He has also been the CTO of VCampus and Christianity.com.
Andy has a MBA from Columbia University, and a BSE in Electrical Engineering from Princeton University.
The Team
The 2SmallFish team also includes leading thinkers in finance, technology, mathematics, design, and user experience.
