Why We Started Holistify
Many of our clients work hard all their lives to build successful careers and amass wealth. They have dreams of traveling the world, playing ball with their grandchildren, or pursuing hobbies they never had time for.
When they get older they are often faced with a harsh realty. Years of prioritizing their career had taken a toll. They find themselves battling chronic illnesses, limited mobility and independence. The wealth they worked so hard to accumulate loses value as poor health prevents them from enjoying the fruits of their labor.
We experienced this firsthand with clients and members of our family and decided to provide a different, more holistic approach. It was this realization that drove us to start Holistify, where we strive to ensure that none of our clients need to face the same fate.
What are Our Core Values
Holistify was founded by scientists who firmly believe that data and results are the true benchmarks of success. Every recommendation we make is grounded in rigorous scientific research and validated evidence. We continuously analyze the latest findings in both health and financial sectors to ensure our clients receive the most accurate and effective advice. Holistify was founded by scientists and we believe data and results are the true benchmark of success.
A plan is only as good as its implementation. Our world leading experts in behavioral science are here to help make the implementation as easy and personalized as possible.
We aim to build lifelong relationships with our clients, focusing on sustained success rather than maximizing short-term fees. Our commitment is to your long-term health and financial prosperity.
We believe in a comprehensive approach to well-being that integrates both health and financial planning. Recognizing that these aspects are deeply interconnected, we provide solutions that address your entire spectrum of needs.
Your needs and aspirations are at the heart of everything we do. We take the time to understand your unique circumstances and goals, crafting bespoke solutions that align with your vision of an ideal life. Our client-centric approach ensures that you receive personalized attention and support at every stage of your journey.
Trust is the foundation of our relationship with you. We uphold the highest standards of integrity and transparency in all our dealings. You can count on us to provide clear, honest, and straightforward advice, empowering you to make informed decisions with confidence.
The landscape of health and financial management is constantly evolving. At Holistify, we are committed to continuous learning and improvement. We stay ahead of industry trends and advancements, ensuring that our services remain cutting-edge and effective.
We formed holistify in partnership with existing clients who are also active investors in our company. This client-driven approach ensures that we build on direct input from our clients to ensure that our services meet their real-world needs and deliver solutions that are truly beneficial.
The Founders
Rotem Nitzan
MA, CFA, FRM
CEO and CIO
Rotem has extensive knowledge of portfolio construction methods, risk management techniques, financial planning, and relationship management. He has worked with diverse demographics from high-net-worth individuals and family offices to non-profit work with families with low income. He has supervised the training of new advisors and taught university classes in quantitative methods in finance, investments, and econometrics (ranked in the top 5% of lecturers).
Dr. Micah Edelson
PhD
Head Of Research
Micah is a neuro-economist with over 20 years of experience focusing on decision-making, motivation, and adherence in the financial and health domains. His work won multiple prizes, was published in the world's top journals (e.g., Science), and covered in outlets such as the Wall Street Journal, Bloomberg, and the Discovery Channel. He frequently managed projects with budgets in the millions and created university-level academic courses as well as educational programs for large businesses like SAP.
The Relationship Between Wealth and Health
Health and wealth are perhaps your two most important assets. Decades of scientific evidence demonstrate that health and wealth are integrally related, each profoundly impacting the other. Better financial health often leads to better physical health, and vice versa.
The relationship between these two crucial aspects of life involves a continuous balancing act. Decisions such as whether to work overtime or go to the gym, or whether to invest in a gym membership or save for retirement, highlight the interconnected nature of health and financial well-being.
Why Unify Management of Different Assets Under One Roof?
Experience
Our primary goal is a long-term one - we want to help you grow but also enjoy your wealth. All the financial wealth in the world is of limited value if your health does not allow you to experience it.
Balance
Managing both health and wealth under one roof allows for a more holistic and integrated approach, ensuring that each decision takes into account both your financial and health goals, so you do not end up with a positive balance on one and a debt in the other.
Streamline
It helps us simplify your life and search across the huge provider space to find world leading experts and solutions tailored to what matters most to you.
It helps you save time and frustration and receive excellent supplementary services at no added cost.
Implement
Finally, we know that good intentions are not enough. For example, most people want to live longer and better but the main difficulty lies in the execution. Our integrated approach has been shown scientifically to be a much more efficient approach to ensure intentions are transformed to reality.
Holistify’s Long Term Vision
We are currently facing a global retirement crisis driven by longer life spans, more years spent in bad health and escalating healthcare costs. We believe wealth management approaches that do not take this into account are a central part of the problem and will lead many individuals to reach their marginal years with insufficient resources to live the life they want. Retirement is no longer a 10 year stopgap, that can be covered by a standard pension and a wheelchair, but a significant portion of one's life filled with complex aspirations and needs.
Our ultimate goal and mission is to develop global wealth 3.0 products and services to assist individuals, companies and governments in resolving the issue of under-investment in financial and health assets, which lead to global crises, costing trillions worldwide.
