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HOLT Xchange / Holdun Family Office

Venture capital

Montreal · Pre-Seed–Growth · 62 people tracked

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Investment thesis

HOLT Xchange invests in early-stage fintech companies, aiming to scale them globally through a data-driven platform and an extensive, exclusive network of venture partners. Drawing on the legacy of Sir Herbert Holt, the firm emphasizes leveraging relationships to orchestrate deals and add value to founders via strategic connections and hands-on support. Its venture partners include family offices, wealth managers, angel investors, entrepreneurs, and senior executives associated with fintech, collectively holding billions in assets under management. The firm positions itself around deep institutional networks, disciplined investment, and active value creation for portfolio companies.

Source: firm website, verified Sep 27, 2026.

Stage
Pre-Seed–Growth
HQ
Montreal, QC, CA
Instruments
Equity
Tracked investments
33

Team · 62 people

from the firm's website & curated

What they invest in

from 14 of 33 portfolio companies

Fintech ×12AI & Machine Learning ×5Data & Infrastructure ×3SaaS ×3Enterprise Software ×2InsurTech ×2Media & Entertainment ×2Consumer ×1

HQs:United States×4Canada×3

Investments · 33 tracked

founders shown can be your intro path

By year:2019 · 12018 · 12 dated

City Falconcityfalcon.comFeb 2019

CityFALCON aggregates global financial news, filings, investor relations documents, price data, and insider transactions into one platform, applying NLP for sentiment scoring, relevance ranking, and summarisation.

AI & Machine LearningData & InfrastructureFintech

Ruzbeh Bacha(Founder and CEO)

Co-investorsKickstart Innovation

ConfirmUconfirmu.com

ConfirmU offers a consumer risk assessment solution for lenders that does not rely on traditional credit history, aiming to enable credit access for people without established payment records.

AI & Machine LearningFintech

Yatir Zaluski

Deaglodeaglo.com

Deaglo provides FX and interest rate risk management along with accounting services, helping finance teams quantify currency and rate exposure, manage volatility, and support financial reporting and controls.

Fintech

Fidectusfidectus.com

Fidectus provides a platform that automates over-the-counter (OTC) post-trade processes for energy companies, connecting confirmation matching, settlement operations, and regulatory reporting into one integrated workflow.

EnergyFintechSaaS

Holt Xchangeholtxchange.comin𝕏

The Holt Xchange is a fintech-focused venture fund and investment platform that uses a data-driven approach and a network of venture partners to invest in and scale early-stage fintech companies.

Fintech

Jan Arp(Founding General Partner)in

BoardBrendan Holt Dunn(Founding Investor)

Co-investorsScale AI

Kapitalwisekapitalwise.comin𝕏

Kapitalwise is a New York fintech offering AI-driven client engagement software and pre-qualified investor leads to advisors and banks.

AI & Machine LearningFintechNew York City, US

Co-investorsTechstars

Mall IQmalliq.comin𝕏

Mall IQ provides a location-based mobile engagement platform with a lightweight SDK and APIs that measures customer purchase intent in the physical world using indoor and outdoor store-level location technology without hardware.

AI & Machine LearningData & InfrastructureFintechMarketing TechMedia & EntertainmentSanta Clara, US

Ferit Ozan Akgul(Founder)inBatu Satin

Co-investors500 Emerging Europe500 Global

Manzilmanzil.cain

Manzil provides financial solutions developed according to Islamic principles and Shariah law, serving clients seeking wealth management and financial services aligned with religious guidelines.

ConsumerFintech

Co-investorsExpert DOJOYork Angel Investors Inc.Holt Xchange

Overwatchleagueoverwatchleague.com

Overwatch esports platform organizing competitive Overwatch circuits including the Overwatch Champions Series, Calling All Heroes, collegiate and scholastic leagues, spanning regions such as North America, EMEA, Asia, and China.

GamingMedia & EntertainmentSports Tech

Co-investorsCota CapitalExpansion Venture CapitalOPAMP CAPITAL

Rapidcashatmrapidcashatm.ca

RapidCash ATM is a Canadian-owned company that supplies, services, and secures ATMs and financial services kiosks for businesses, including cryptocurrency-enabled ATMs.

Crypto & Web3FintechHardwareEdmonton, CA

Reitiumreitium.com

REITIUM operates a crowdfunding marketplace that lets Canadian investors buy fractional shares of private-equity real estate deals for as little as $100 and earn rental income and appreciation.

FintechMarketplacesPropTech

Relativity 6relativity6.com

Relativity6 provides data aggregation, enrichment, and verification services for underwriters to support risk pricing and assessment.

AI & Machine LearningData & InfrastructureEnterprise SoftwareInsurTechCambridge, US

Alan Ringvald(Executive Officer, Director, Promoter)inAbraham Rodriguez(Director, Promoter)

Co-investorsCapria VenturesCortado VenturesAngel Ventures MexicoFin CapitalVectr Ventures

Sentrosentro.co

Sentro provides cloud-based software for administering group insurance and employee benefit schemes, offering plan configuration, billing, renewals, and self-service portals for insurers, brokers, employers, and members.

FintechInsurTechSaaS

Wealthblockwealthblock.aiin

WealthBlock provides software for private fund managers to acquire, onboard, and retain investors.

Enterprise SoftwareFintechSaaSMiddletown, US

Deji Jimoh(Chief Technology Officer)inWilliam McNeil(Chief Revenue Officer)inTrilliam Jeong(Chief Executive Officer)in

Co-investorsGlobal Blockchain Ventures

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Holt Accelerator LP4PayAcceleronBanxx / Loan ConnectFlightClaimI AM RegTech & Digital IDI CONTROL Banking PaymentsI SAVE Capital Markets PropTech PFMI'M PROTECTED Cybersecurity: Insider Fraud and Threat DetectionI'M PROTECTED Insurance: Group, P&C and HealthLexalignMaat AINaorisNuvlioRequirement OneTalemUncognitoVelox TradingWealthandfinance

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.

Portfolio news

latest coverage across their companies

Frequently asked questions

How many investments has HOLT Xchange / Holdun Family Office made?
HOLT Xchange / Holdun Family Office has 33 tracked investments.
What stage does HOLT Xchange / Holdun Family Office invest at?
HOLT Xchange / Holdun Family Office invests at the Pre-Seed, Seed, Series A, Series B, Series C, Growth stages.
What sectors does HOLT Xchange / Holdun Family Office focus on?
HOLT Xchange / Holdun Family Office focuses on AI & Machine Learning, Crypto & Web3, Cybersecurity, Fintech, InsurTech, PropTech.
Where is HOLT Xchange / Holdun Family Office located?
HOLT Xchange / Holdun Family Office is headquartered in Montreal, CA.
Who does HOLT Xchange / Holdun Family Office co-invest with?
HOLT Xchange / Holdun Family Office most often shares deals with Capria Ventures, Cortado Ventures, Cota Capital, among 14 tracked co-investors.

Media · Podcasts & interviews

from their channel

Recap 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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