HOLT Xchange / Holdun Family Office

A FinTech-focused investor and founding Managing Partner of Holt, which has invested in 27 early-stage FinTech companies in Canada and abroad. He founded the non-profit Fintech Cadence, was previously Head of Finance at Bus.com, holds an MBA from HEC and a finance degree from the University of Ottawa.

Founding investor with 15 years managing multi-billion dollar asset portfolios and CEO of Holdun Family Office Bahamas, a fifth-generation wealth management firm. He has invested in startups including Stradigi AI, Addepar, and Uber, and sits on the Lyford Cay Foundation board.

A FinTech-focused investor and Holt's founding Managing Partner, having invested in 27 early-stage FinTech businesses. He founded the non-profit Fintech Cadence, was previously Head of Finance at Bus.com, and holds an MBA from HEC and a finance degree from the University of Ottawa.

Jonathan d'Auvergne is Vice President of Distribution for Private Wealth Solutions at Sagard, where he works with investment advisors, portfolio managers, and family offices across Western Canada in the private markets sector. He is a graduate of the Securities Industry Institute, offered through the Wharton School of Business at the University of Pennsylvania.

Co-Managing Partner of The Holt Xchange with over 25 years of corporate and entrepreneurial experience, including senior roles at large technology firms. She was a founding partner of seed investment firm Xaphan Group and was recognized among the Top 50 Women in FinTech for 2019.

Investment professional with a tech and finance background across venture capital, investment banking and consulting at firms including IBM, Nomura and Pentathlon Ventures. He leads the fund's new investments and portfolio management, including sourcing, due diligence and exits.

A venture partner who invested in HOLT Xchange, noting the firm adds value to founders by facilitating strategic connections and supporting them as they scale.

An investor in the Holt Exchange Fund who expressed conviction in the Holt team's fintech expertise, disciplined approach, and innovative investment thesis.

An investor in HOLT Xchange who praised the portfolio companies' potential and the Holt team's communication and insights.

A venture partner active in fintech who invested in HOLT Xchange, citing its data-driven approach, institutional network, and vision for scaling early-stage fintech companies globally.

Joel Baker is a Direct Support Professional at Exceptional Family Resources. He holds a Bachelor of Science in Marketing from Le Moyne College.

A shareholder at The Holt Xchange with over 25 years of experience in wealth management and securities legislation. She began her career as a trader at Gryphon Investment Counsel before shifting her focus to FinTech.

Applied AI scientist and former Chief AI Scientist at National Bank of Canada, and a professor of mathematics and statistics at the Université de Montréal where he directs the FinML network. He advises Holt and co-founded the OCF Group venture building group.

Great-grandson of Sir Herbert Holt and a former Government of Quebec representative in several provinces and New York state over 25 years. He has served as chairman of the DESTA Black Youth Network and a board member of the Canadian Friends of the College of the Bahamas.

Data scientist/analyst at Holt Accelerator with a background in Computer Science and Economics, pursuing a Masters in Management Analytics and previously a research assistant at McGill University.

Technology management executive with 28 years of experience, currently Head of Product Innovation at a large Canadian payments firm. He supports Holt's portfolio companies with focus areas in open banking, fintech, insurtech, blockchain and AI.

Operations and marketing lead who began her career in finance at a major Canadian financial institution and is completing studies in Business Technology Management & Finance at Concordia, with prior data science internship experience.

Marketing coordinator at Holt Accelerator since 2017 who previously worked at Stradigi AI. She holds a finance degree from McGill's Desautels Faculty of Management.

Great-grandson of Sir Herbert Holt and Founder/Chairman of Holdun, with a four-decade investment track record. He founded asset management firms Griffin and Holdun and led financing for Stradigi.AI.