Montreal · Pre-Seed–Series A · 62 people tracked
Find your way into Holt Xchange
720 people in our graph share verified history with the Holt Xchange team — schools, employers, funds. One of them is your warm intro.
Investment thesis
Holt Xchange is a global fintech fund and accelerator investing in early-stage financial technology companies worldwide. Its investment framework evaluates opportunities across four axes: founder, market, product and financing. The firm supports portfolio companies through an extensive network of nearly 500 advisors, investors, venture partners and corporate partners, helping accelerate market growth and follow-on fundraising. Rooted in the Holt-Dunn family's five generations of financial services experience and supported by the Holdun family office, Holt emphasizes diversity and ESG, with over 75% of investments having founder- or executive-level diversity and half considered ESG. Areas of interest include open banking, insurtech, regtech, blockchain, digital identity and AI in finance.
Source: firm website, verified Sep 15, 2026.
Team · 62 people
from the firm's website & curatedWhat they invest in
from 1 of 1 portfolio companiesCloud Computing ×1Fintech ×1SaaS ×1
HQs:United States×1
Portfolio companies · 1 tracked
alumni founders can tell you what the program is really likeAcceleron builds software that enables community banks and credit unions to offer foreign exchange services and conduct cross-border payments through a correspondent banking marketplace, generating non-interest income without requiring custom development work.
Cloud ComputingFintechSaaSCharlestown, US
Damon Magnuski(Executive Officer, Director)
BoardW. Lowell Putnam(Director)Sarah Beth Felix(Director)Andrew Dillard(Director)Dennis Lormel(Director)
Co-investorsCORI InnovationRevUp CapitalVermont Center for Emerging Technologies (VCET)
Frequently asked questions
- What stage does Holt Xchange invest at?
- Holt Xchange invests at the Pre-Seed, Seed, Series A stages.
- What sectors does Holt Xchange focus on?
- Holt Xchange focuses on AI & Machine Learning, Crypto & Web3, Cybersecurity, Fintech, InsurTech, PropTech.
- Where is Holt Xchange located?
- Holt Xchange is headquartered in Montreal, CA.
Media · Podcasts & interviews
from their channelRecap of The Holt Xchange Year in Review: Fintech Seasons
Holt Xchange
fintech show 2022 1080p
Holt Xchange
The Holt Xchange Fintech Show 2021
Holt Xchange
Holt Selection Days Kickoff Video
Holt Xchange
FinteQC Panel
Holt Xchange
Holt Invests: I EARN Webinar | WealthTech, Investments & Digital Assets*
Holt Xchange
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HOLT Xchange is a global fintech-focused investment fund and accelerator backed by the Holdun (Holt-Dunn) family office, investing in early-stage fintech companies across multiple countries.


































































