Wealth Management Technology

Mink Hollow Advisors provides strategic advisory counsel to the C-suite of leading wealth management platforms and other financial advisor technologies. We leverage our broad industry and operating experiences in the creation of sustainable competitive advantages and building “deep moats” leading to value creation for clients and shareholders.

Our core competencies are:

  • Enterprise and Product Strategy
  • Client Experience Programs
  • Digital Strategy Execution
  • Operating Model Design
  • Segmentation Strategies
  • Technology Innovation

Our unique approach includes marketplace intelligence, thoughtful strategic frameworks, and fact-based advanced analytics. 

Mink Hollow Advisors as acted in various capacities — from Strategy Consultants to Operating Executives to Board Members. Need a strategic thought partner with a clear vantage point?  Let's talk.