Backing the most globally ambitious fintech founders

Empowering early stage, worldly, fintech founders with access to North America.

as featured in:

A brief overview

+20

fintechs with
footprints in over
30 countries

$1 : $100

$1 dollar of investment resulted in $100 in investment.

Hundreds

of invested investors and network access reaching thousands

+$Billions

in total portfolio valuations, representing massive growth on initial seed investments.

A modern take on the legacy of Sir Herbert Holt

Sir Herbert Holt leveraged his network in his dealings to become the richest man in Canada, such as partnering with JP Morgan during his 25+ year tenure as president of RBC, and partnering with Cesar Ritz to co-found the Ritz Carlton.

Anchored by the Holt Family, we understood this principal, and engaged our trusted and exclusive network. This has resulted in our funds surpassing hundreds of investors, and our ability to orchestrate hundred of deals for our portfolio companies, all through our data-driven platform.

Our Portfolio

Owl

Velox Trading

Naoris

Acceleron

Manzil

4Pay

Banxx / Loan Connect

Sentro

FlightClaim

Lexalign

Deaglo

Mall IQ

Relativity 6

KapitalWise

WealthBlock

Maat AI

Reitium

Nuvlio

ConfirmU

Requirement One

Fidectus

Uncognito

Talem

City Falcon

Our Venture Partners

Backed by hundreds of Venture Partners, who hold $billions in AuM and experience investing in hundreds of ventures and funds. Our Venture Partners represent family offices, wealth managers, power angels, proven entrepreneurs (including some of our own exited portfolio founders), and senior executives all associated with fintech.

Brendan Holt Dunn

Elisabeth Laett

Stuart Dunn

Maggie Dunphy

Peter Dunn

⁠⁠Barry Friesen

Edmond Eldebs

Lawrence Wosskow

Lynn Nguyen

⁠⁠Francois Cote

Joaquim Miro

Mike Cegelski

"Being actively involved in the fintech sector, I am personally keen to invest in The Holt Xchange because of its strong data driven approach, deep institutional network and clear vision to scale early stage fintech companies globally, aligning both strategically and long term with how I see the future of financial innovation."
Lynn
Nguyen

Ashkan Karbasfrooshan

⁠⁠Eric Tung

Sean Merat

Nick Bakish

Joe Bakish

Natalie Bisset

Patrick Miller

⁠⁠Tahnya Baloukas

Joel Baker

⁠Anne Joachim

⁠Matt Andrews

⁠⁠Jerry Wang

Firdos Somji

⁠⁠Italo Voso

Somil Jain

Jordan Shapiro

Aron Izower

Vincent Gauthier

I decided to invest in Holt XChange because I found they added value to founders, by facilitating strategic connections and truly supporting them as they build and scale their businesses.
Firdos
Somji

⁠⁠Thomas Schickler

Charles Marleau

⁠⁠Sarah Spagnuolo

⁠⁠Maria Pacurar

⁠⁠Eduardo Viniegra

Glen Poulos

Neal Oswald

Jeffrey Potvin

Michel Fuger

⁠⁠Shamark Davis

Olga Artman

⁠⁠David Oram

"I invested in the Holt Exchange Fund because I have strong conviction in Jan and the Holt team. They combine deep fintech expertise with a hands-on, disciplined approach and a clear, innovative investment thesis grounded in real market insight. Their attention to detail and focus on active value creation give me strong confidence in their ability to consistently identify and support high-quality fintech opportunities."
Jeffrey
Potvin

⁠⁠Neely Hemassi

⁠⁠Javier Sloninsky

⁠⁠Grant Wyard

⁠⁠John Harvey

Luca Manglaviti

⁠⁠YG Leboeuf

Philippe-Marleau

Simon Vine

⁠Philippe Frizon

Randall Baran-Chong

Brian Yee

Jeff Erickson

Jean-Marc Rousseau

"Investing in the Holt Xchange was an easy decision for me. The portfolio companies are dynamic and full of potential, while the Holt team provides exceptional communication and valuable insights."
Luca
Manglaviti

Thought Leadership, News and Recaps

Holt XChange in the News & Thought Leadership

Recaps of our Fintech Shows

Fintech Seasons

Roaring 20’s

Fintech Renaissance

Cirque de Fintech

Bank to the Future

Portfolio in the News

Interested to explore opportunities?

HOLT is a registered trademark owned by CSFB Holt LLC, and is being used by Holt XChange Inc. under license.