HOLT Xchange / Holdun Family Office
Venture capitalMontreal · Pre-Seed–Growth · 61 people tracked
Investment thesis
HOLT Xchange invests in and scales early-stage fintech companies globally, using a data-driven platform and an extensive network of venture partners drawn from family offices, wealth managers, angels, entrepreneurs, and senior executives in fintech. Inspired by the legacy of Sir Herbert Holt, the firm emphasizes leveraging its trusted network to orchestrate deals and add value to founders through strategic connections and hands-on support. It positions itself as a disciplined, active value-creation investor with deep fintech expertise focused on identifying and supporting high-quality fintech opportunities.
Source: firm website, verified Jul 30, 2026.
Team · 61 people
from the firm's websiteA fintech advocate and Holt's founding Managing Partner overseeing investments in 27 early-stage fintech businesses, he previously founded the non-profit Fintech Cadence and was Head of Finance at Bus.com. He holds an MBA from HEC.
An investment professional with nearly a decade of experience across venture capital, investment banking and technology consulting who leads the fund's new investments and portfolio management. He was previously Principal Fund Manager at Pentathlon Ventures.
A venture partner who invested in HOLT Xchange, citing the firm's ability to add value to founders through strategic connections and support.
An investor in the Holt Exchange Fund expressing conviction in the Holt team's fintech expertise and disciplined, hands-on investment approach.
An investor in HOLT Xchange who praised the portfolio companies' potential and the Holt team's communication and insights.
A venture partner active in the fintech sector who invested in HOLT Xchange citing its data-driven approach, institutional network, and vision to scale early-stage fintech companies.
An investor with 15 years managing multi-billion dollar asset portfolios, he is CEO of Holdun Family Office Bahamas, a fifth-generation wealth management firm, and has invested in startups including Stradigi AI, Addepar and Uber.
With over 25 years of corporate and entrepreneurial experience including senior roles at Fortune 50 tech firms, she is co-Managing Partner of Holt Accelerator and was previously a founding partner of seed firm Xaphan Group.
CFO of Holdun Family Office Canada with over 25 years of experience in wealth management and securities legislation, she serves as director and shareholder at Holt Accelerator.
An applied AI scientist and former Chief AI Scientist at National Bank of Canada, he directs the FinML network at Université de Montréal and serves as a scientific advisor to Holt Accelerator.
Great-grandson of Sir Herbert Holt and a board member at Holdun, he previously served as a Government of Quebec representative and worked under six Quebec premiers over 25 years.
A data scientist/analyst at Holt Accelerator with a background in computer science and economics, currently pursuing a Masters in Management Analytics.
A technology management executive with 28 years of experience, currently Head of Product Innovation at a large Canadian payments firm, he helps accelerate the growth of Holt's investee companies with focus areas including open banking and fintech.
Beginning her career in finance at a top Canadian financial institution, she moved into technology and is completing studies in Business Technology Management & Finance at Concordia.
Marketing coordinator at Holt Accelerator since 2017, she began her career at Stradigi AI and 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 having founded asset management firms Griffin and Holdun.
Frequently asked questions
- 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 Fintech.
- Where is HOLT Xchange / Holdun Family Office located?
- HOLT Xchange / Holdun Family Office is headquartered in Montreal, CA.
Similar investors
500 Global (formerly 500 Startups) is a venture firm that works with founders, investors, public and private institutions, and partners to build innovation ecosystems. It publishes a newsletter, The Opportunity Stack, covering health, climate, financial inclusion, and digital infrastructure.
AirTree Ventures runs the Pioneers community, a program supporting women and gender-diverse operators, founders and aspiring founders working in high-growth startups, offering mentorship, events and access to the AirTree team.
Amadeus Capital Partners is a technology investor. It held a first close of $75M on its Amadeus IV Digital Prosperity Fund, focused on late-stage venture and growth companies building online and mobile services for emerging-market middle classes.
August Capital is a venture capital firm based in the SF Bay Area that has invested in information technology startups for over twenty years, backing companies such as Atheros, Splunk, and BarkBox.
B Capital Group is a multistage venture capital firm that invests from seed to late stage, offering value-added support to founders in partnership with management consulting firm BCG.