Charlie Q. Yang

B2b Fintech Consultant Founder @Afiea - Alpha Financial Innovation Excellence Advisors

Alpha Financial (AFIEA) is a globally sought-after independent consultancy specializing in Financial Innovation Excellence Advisory. Its founder has more than three decades of experience serving top financial and technology institutions. AFIEA has been conducting financial technology research, education, and consulting since 1997. We offer consultation and research in competitive market analysis, Robo-Advisors, digital trading platforms, RIA technology adoption, digital banking, FinTech vendor evaluation, TAMP/SMA integration/implementation support, GRC software, asset management data solutions, tax reporting compliance, retirement plans, life insurance/annuities products, financial process automation, Payment for Order Flow, securities lending platforms, mortgage lending service automation, regulatory compliance technology, ESG standards/ratings/investing, GIPS performance verification, algorithmic trading, securities clearing automation, AI and machine learning, SPACs (special purpose acquisition companies), donor-advised funds, strategic consulting, financial regulations, and economic study on new technologies for improving financial services. Our clients include brokerages, banks, RIAs, insurance carriers, Robo-advisors, wealth managers, asset managers, consulting firms, accountants, private equity and investment funds, financial technology vendors, market data providers, research companies, journalists, private foundations, public pensions, 401k retirement plans, and regulatory authorities. AFIEA is the proud sponsor of the Alpha Financial Institute (AlphaFinancial.org) to support free investor education and investment research for consumers, including the following websites: IBMetrics.com IntelliAlpha.com LifetimeIncome.org IncomeDIY.com InvestmentTheory.org StockMarketTheory.com InvestmentStandards.com InvestmentBenchmark.com ESGStandard.com Investing100.com InvestingDIY.com ProtectInvestor.org InvestmentFee.com BBsigma.com AlphaFinancial.org