CloudFi is an online financial guidance site that helps consumers achieve financial freedom. We do this by providing our customers with a 60 second financial freedom forecast, unbiased investment tracks, and easy to use tools to stay on track. Our Years To Financial Freedom Score enable consumer to measure the impact of every financial decision. And as a result, our users make smarter decisions and achieve their goals sooner.
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 portfolios for clients. Prior to founding CloudFi, George was the VP of Marketing at Advisor Software, Inc. 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 CloudFi, 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.
Contact Us
To contact us, send us an email at info[at]cloudfi.com. We’ll be sure to get back to you shortly. Thanks!