our approach and philosophy

Our platform is an international network of over 550 advisors with backgrounds in financial services, technology, entrepreneurship, investment, and regulation who help push forward the companies who represent their best match.

Such a diverse community of experts provides ample opportunity for growth and learning, in addition to shared deal flow. Part of Holt’s mission is to ensure the end-to-end process is educative and enjoyable, on top of recognizing that this is an opportunity for an exchange of ideas, all in a collaborative and transparent manner. Not only are we here to counsel, but we are eager to learn from you, too.


Access a community of people who matter, gain education and resources to
learn what works, leverage platforms and tech to help build, and promote how
you’re evolving fintech.


Join a thriving fintech community. Showcase how you’ve been evolving
fintech, foster startup innovation through education and mentorship, and
explore the future of fintech.


Be the first to discover our community of startups and partners. Investment
comes in many forms – be a mentor, discover our portfolio, learn trends and
insights to invest in the future of fintech innovation.


Our advisor network are chosen for their suitability to support early-stage FinTechs. About 70% reside in Canada while the remainder are internationally-based, giving our FinTechs an edge into entry for all market.

Moreover, our Advisor Army consists of over 110+ angel or institutional investors, 50+ financial institutions, as well as expertise across universities, governments, regulators, service providers, non-profits, and incubators/accelerators, providing ample resources and tools for success. Together, this advisor network selects the top 1% of applicants yearly that are the  best equipped for partnership.


Our advisors are located in 15 countries making the potential to integrate into new markets a smoother process.


Our advisors support portfolio companies on everything from investments, customer introductions, product development, tech roadmaps, and regulations, to name a few. These advisors have expertise across diverse fintech sub-verticals including digital lending, wealthtech, capital markets, banking infrastructure and automation, insurtech, digital payments, regtech, cybersecurity, digital assets and digital banks.


Our advisor network provides expertise in the latest innovations in each sub-vertical and a real-time market perspective for investment decision-making and our portfolio’s accelerated growth.


A majority of our advisors are located in Canada, expediting the go-to market timeline and establishing a base in Canada to target the larger North American market. The remainder helps our FinTech companies grow their reach into international markets.


An international network of advisors from a diverse pool of expertise means your company benefits considerably.

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