our approach and philosophy

Our platform is an international network of close to 500 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.

Holt Advisor

Holt Advisor

Our advisor network of nearly 500 experts 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 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 repertory

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

Sort by:
AdvisorFirst NameLast NameJob TitleCompany
ilias Benjelloun Senior Open Innovation Strategist Desjardins
Jake Berec Analyst Framework Venture Partners
Christele Berthelot-Logsdon Co-founder ESAF Canada
Denis Berube Director Strategic Development National Bank of Canada
Carolina Bessega Chief Scientific Officer Stradigi AI
Jason Best Managing Partner, Co-Founder Vectr Fintech Partners
Jean-Sebastien Bettez Founder, Managing Partner Norsemark
Abhishek Bhasin AI Product Lead and Strategic Growth Advisor Blits AI / Transunion Canada
ABHISHEK BHASIN VP - Growth Oikocredit Canada
Suman Bhattacharyya Financial Reporter and Editor Freelance
Suman Bhattacharyya Financial Reporter and Editor Freelance
Suman Bhattacharyya Journalist
Natalie Bisset Business Development Partner BMO Private Wealth
Michael Blank Director Holdun Family Office
Eric Blankenstein Exegis Capital
Jonathan Bloch CEO Exchange Data International
Jonathan Bloch CEO Exchange Data International
Jake Bodanis Investment Associate Portag3 Ventures
Charles Boisvert Freelance Data Scientist
Christian Boivin Data Strategy & Execution, Senior Manager Equifax Canada Co.
Richard Bordeleau President Fonds Innovexport
Alexandros Bottenbruch Senior Vice President, Strategic Development & Fundraising CLARK
Mario Bottone Management Consultant & Advisor Internet and Software Organizations
Kyle Boulay Product Consultant
Kyle Boulay Product Consultant AngelHub

International Development

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.

Such a diverse 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.