From strategy Design through execution, Mink Hollow Advisors delivers thoughtful solutions to the Wealth Management community.

 
 
 

Wealth Management Technology

Mink Hollow Advisors drives corporate strategy and product agendas for technology firms serving Financial Advisors. From public companies to new market entrants — we provide the rocket fuel for ambitious strategic agendas

Broker-Dealers

Mink Hollow Advisors has deep expertise serving B/Ds who cater to Financial Advisors. Our familiarity with the competitive landscape and ecosystem of providers positions us well to design and execute highly tailored strategies

 

Typical Consulting Projects

Enterprise

Strategic planning

Client experience

Operating model

M&A diligence

 

Technology

Digital transformation

CIO strategy

Partnerships & integrations

Innovation & disruption

Product

Product management

Market segmentation

Fact-based analytics

Pricing strategy


Testimonials

 
 
 
Wes Stillman.png
We experienced great results from the first day we brought on Zohar Swaine and Mink Hollow Advisors. Zohar has since become an invaluable resource for our executive team. His industry experiences managing advanced financial technology products — from start-up to large corporate environments — is proving to add another dimension to Junxure’s management team.
— Greg Friedman CEO | Junxure
 
 
Lowell Putnam.png
Zohar has been an incredibly valuable advisor to Quovo. His depth and breadth of knowledge in the RIA and investment management space is unparalleled. He has given us excellent advice with respect to product features and go-to-market strategy, as well as providing some game-changing introductions to other people in the industry.
— Lowell Putnam CEO | Quovo
 
 
Danielle Hughes.png
We’ve engaged Mink Hollow Advisors on multiple occasions to tap into their deep well of wealth management industry knowledge and the surrounding ecosystem of technology providers. Our experiences with Zohar Swaine and his team have been superb, and the suggestions we’ve heard have all been well-received by our executive team. Zohar is quick to identify and promote strategies that play to our organization’s strengths. His communication style is crisp and persuasive and he takes pride in every project deliverable. I would highly recommend Mink Hollow Advisors as strategy consultants for your business.
— Danielle Hughes CEO | Divine Capital Markets
 
 
John Bunch.png
We engaged Mink Hollow Advisors to help us think through a few elements of our growth strategy. Mink Hollow’s deep knowledge and contacts in the wealth management / RIA industry, as well the strategic counsel they provided was enormously helpful in identifying new opportunities that we’ve since been able to capitalize on. Thank you!
— John Bunch CEO | The Mutual Fund Store
 
 
Wes Stillman.png
It is not often that someone comes into our business lives with an abundance of talent, humility and a genuine desire to help you succeed. Fortunately for myself and RightSize Solutions I have had the great pleasure to work Zohar Swaine. We engaged Zohar and his team to help us develop our growth plan. His assessment and analysis of our organization, market and industry has led to a focused execution of a plan to achieve our goals. We have since engaged Zohar on a number key projects. Zohar’s professionalism is above reproach. I trust him with the keys to our company and have appreciated his gentle coaching and well thought out and balanced advice. I smile every time I think of Zohar pacing around the office while working out an idea. Any organization would be very lucky to have Zohar on their team. He has earned my respect and admiration.
— Wes Stillman CEO | RightSize Solutions
 
Mike Chochon.png
Zohar is taking our business to the next level. That is what we asked him to do. He made an immediate impact, and continues to provide strategic guidance and insights to us. One of his many great strengths is his ability to provide you straight-talk. His character does not allow him to be just a “yes man ” He is very intelligent, with great industry experience, with a curiosity that drives him to dig-in to issues and concerns.
— Mike Chochon CEO | Prairie Smarts
 
Jane Barratt.png
Zohar’s guidance has been invaluable at a critical juncture for our startup. His knowledge of the inner workings of the financial services industry, combined with a keen sense for what will resonate in the marketplace, have enabled significant progress in a short amount of time.
Zohar is a powerful listener and his counsel is insightful and instructional, without being dictatorial. I highly recommend Zohar as an exceptional advisor.
— Jane Barratt | CEO, GoldBean

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