HOLT Xchange / Holdun Family Office
Venture capitalMontreal · 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.
Team · 62 people
from the firm's website & curatedWhat they invest in
from 14 of 33 portfolio companiesFintech ×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 pathBy year:2019 · 12018 · 12 dated
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
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
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
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
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
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 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
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
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
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
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
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
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
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 companiesManzil · betakit.com · Jul 10, 2025
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 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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