Adam Dell
Founder of Domain Money and serial entrepreneur focused on building technology-enabled financial services; leads a tech-forward RIA delivering flat-fee financial planning for next‑generation clients.
Best podcasts with Adam Dell
Ranked by the Snipd community
16 snips
Mar 17, 2026 • 1h 30min
Ep 481: Leveraging Technology To Rapidly Scale Growth Delivering Financial Planning To Next Generation Clients with Adam Dell
Adam Dell, founder of Domain Money and serial fintech entrepreneur, explains how a tech-forward, flat-fee RIA scales financial planning for next-generation clients. He discusses building purpose-built planning software, using AI to automate back-office tasks while preserving human review, and growth strategies like direct-to-consumer and white-label partnerships.
