Get to Know Canada’s
Most Active Early-Stage Fintech Investors
With over a hundred years and five generations of experience and a robust global network, Holt is powering innovative tech products, world-class companies, and entrepreneurs, helping shape the future of their businesses and growth.
We Invest First where Others Follow
Our portfolio companies have raised over $120M, which is 30x more than our initial investment, from close to 50 institutional investors. Additionally, we’ve facilitated over 100 deals directly between our portfolio companies and our Advisor Army. Investors, through license dealers, choose to invest in our fund of portfolio companies, or invest directly to build your own portfolio.
- $725M combined companies valuations
- 39 companies in 10 countries
- We invest in top 1% of deals reviewed
- 10K+ fintechs tracked & 1M+ data points
We’ve invested in diverse companies from all over the world that best integrate into North American systems.
We are Not just a Fund... We are a Platform to Manage Funds
By investing in us, you are invested in our 39 early-stage portfolio companies, receive carry from our 5 Special Purpose Vehicles (SPVs) in our selected breakout portfolio companies, ownership of the management company Holt Xchange Inc and associated technology. Furthermore, you can benefit from the future investments we make, such as SPVs and future funds we will manage.
Backed by 100 Years of Family Legacy and our Advisor Army
We believe everyone should hold a portion of their wealth in a diversified of venture capital portfolio. We enable this to happen alongside a team of fintech game changers and their surrounding entourage.
Financial services and entrepreneurship runs in the Holt family DNA, beginning with Sir Herbert Holt, who emigrated from Ireland to Canada in 1873 at 18 years old with only $100 to name. Holt went on to control assets 10x larger than the money in circulation in Canada and played a pivotal role in the construction of the Canadian Pacific Railway. Holt later helped pioneer Quebec’s energy industry, founding the Montreal Light, Heat & Power Company which became Hydro-Quebec.
Appointed to the board of both Montreal Gas and Royal Electric, he eventually merged those companies in 1901 to become Montreal Light Heat and Power Corporation (MLHPC), now known as Hydro-Quebec. Over his 23 years, MLHPC earnings soared 18x (ie. $450 million in today’s money), net assets of 9x (ie. $2.3 billion in today’s money), and reduced the price of electricity by a factor of 10.
While overseeing the activities of MLHPC, he was also President of RBC from 1908 to 1934, and remained on the board until 1941. During his tenure, he grew the banks assets 15x (ie. $11.3 billion in today’s money).
During Sir Herbert Holt’s 68 years in Canada, he became director of 300 companies, with assets valued around $3B, and was knighted by King George V. On his death, the Montreal Gazette described Holt as “the richest man in Canada”.
His business acumen and expertise helped him become one of the most powerful influencers in Canada’s modern economy. Following the creation of the Canadian Business Hall of Fame in 1979, Sir Herbert Holt’s induction recognized his significant contribution to the Canadian economy.
The Holt Xchange Master Fund raise is currently only open for accredited investors. Opportunities for retail investors to join are coming soon. Make a reservation now to ensure you can invest when it's ready.
Retail Investors, Reserve a Spot and Learn More Here:
Disclaimer
This Information does not constitute an offer or solicitation to sell or buy any specific securities, investments or investment strategies and should not be interpreted as such.
Important information – Please Read
The website “https://holtxchange.com/” (hereinafter the “Website”) operated by HOLT XCHANGE INC. (hereinafter the “Corporation”) provides certain Information (hereinafter defined) that must comply with certain restrictions imposed by law and by relevant securities regulatory authorities.
Any documents, information, charts, tables or graphs provided on this website (the “Information”) are for informational purposes only and should not be interpreted as investment advice and should not be used to make an investment decision or to determine which securities to buy or sell or when to buy or sell securities. The Information does not constitute an offer or solicitation to sell or buy any specific securities, investments or investment strategies and should not be interpreted as such.
The Information does not constitute investment, legal, tax or other advice, nor should it be relied upon in making an investment or other decision.
By providing personal information to the Corporation, you authorize us to collect and use such personal information in accordance with the Privacy Policy. This information will allow the Corporation to establish a list of individuals interested in the subject of Fintech investing.
You may refuse or withdraw your consent to this data collection at any time by contacting the Corporation’s privacy officer.
Avis de non-responsabilité
Renseignements importants – Veuillez en prendre connaissance
Le site Web « https://holtxchange.com/ » (ci-après le « Site Web ») exploité par HOLT XCHANGE INC. (ci-après la « Société ») diffuse certaines Informations (ci-après définie) devant respecter certaines restrictions, imposées par la loi et par les autorités compétentes réglementant les valeurs mobilières.
Tout document, information, diagramme, tableaux ou graphique fournis sur ce site Web (ci-après les « Informations ») n’est présenté qu’à titre informatif et ne doit pas être interprété comme un conseil en placement et ne doit pas être utilisé pour prendre une décision d’investissement ou pour déterminer quels titres acheter ou vendre ou à quel moment acheter ou vendre des titres. Les Informations ne constituent pas une offre ou une sollicitation pour la vente ou l’achat de titres, d’investissements ou de stratégies d’investissement spécifiques, et ne doivent pas être interprétées comme telles.
Les Informations ne constituent pas un conseil en matière d’investissement, de droit, de fiscalité ou autre, ni ne doit être invoqué pour prendre une décision d’investissement ou autre.
En fournissant des renseignements personnels à la Société, vous nous autorisez à recueillir et utiliser ces renseignements personnels conformément à la politique de confidentialité. Ces renseignements permettront à la société d’établir une liste de personnes intéressées à l’investissement dans des Fintech.
Vous pouvez refuser ou retirer, en tout temps, votre consentement à cette collecte de données en communiquant avec le responsable de la confidentialité de la Société.