1460 Broadway, Suite 1000, New York, NY 07666, United States
We inspire trailblazing business strategies for wealth management firms
Our story
Mink Hollow Advisors is a strategy consulting firm focused exclusively in the wealth management industry, led by Zohar Swaine and Felix Rivera’s combined 50+ years of consulting and industry executive experiences.
Put simply, we design and execute enterprise, technology, and product strategies. We are frequently called on to solve our industry's most vexing issues and we have an uncanny ability for taking these complex ideas and translating them into persuasive board-level presentations and executable plans.
And we'd prefer it no other way.
Broker-Dealers When you’ve got offices across the region, the country or the world, pinpointing a unified strategy for growth can come with challenges. At Mink Hollow Advisors, we streamline this process by assisting with the biggest picture recommendations to the most detailed implementation. Whether it’s time to migrate from a service to......
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......