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CloudFi is an online financial advisory company started by George Lee and Andy Wen to help consumers achieve financial freedom.
George spent a decade building online advice software for large financial services firms and over 30,000 financial advisers. Andy was a technology executive at E*Trade Financial and reported to the Chief Technologist.
Andy graduated from Princeton and George from Harvard. They both have MBA's but thought traditional financial planning was unnecessarily painful, so they started a company to help others have a different experience.
