our approach and philosophy

Our platform is an international network of close to 500 advisors with backgrounds in financial services, technology, entrepreneurship, investment, and regulation who help push forward the companies who represent their best match.

Such a diverse community of experts provides ample opportunity for growth and learning, in addition to shared deal flow. Part of Holt’s mission is to ensure the end-to-end process is educative and enjoyable, on top of recognizing that this is an opportunity for an exchange of ideas, all in a collaborative and transparent manner. Not only are we here to counsel, but we are eager to learn from you, too.

Holt Advisor

Holt Advisor

Our advisor network of nearly 500 experts are chosen for their suitability to support early-stage FinTechs. About 70% reside in Canada while the remainder are internationally-based, giving our FinTechs an edge into entry for all market.

Moreover, our Advisor Army 110+ angel or institutional investors, 50+ financial institutions, as well as expertise across universities, governments, regulators, service providers, non-profits, and incubators/accelerators, providing ample resources and tools for success. Together, this advisor network selects the top 1% of applicants yearly that are the  best equipped for partnership.

Our advisors repertory

An international network of advisors from a diverse pool of expertise means your company benefits considerably.

Sort by:
AdvisorFirst NameLast NameJob TitleCompany
Sergio A. Escobar Partner BCF Ventures
Mark A. Smith Director RBC Capital Partners
Amar Ahluwalia Vice President, Partnerships & Capital Markets Coast Capital Savings
Blanche Ajarrista Principal Investments & Fintech Strategic Investments Eight Roads
Marc Alloul Co-Founder & President Budgeto
Johnathan Aloni Director Tel Aviv Chapter at Founder Institute
Jeremy Altman VP Strategic Partnerships Paysafe Group
Milad Alucozai Venture Capitalist | Founding Partner Good AI Capital
Maor Amar Managing Partner Impression Ventures
Frazer Anderson Senior Associate Vestigo Ventures
Casey Antolak Vice President Scotiabank
Damodar Arapakota Chairman and CTO Xappen Inc.
Olga Artman Co-Founder Columbia Innovation Roundtable
Craig Asano CEO NFCA
Newton Asare Managing Partner Dream Maker Ventures
Hussam Ayyad Senior Director Ryerson
Joel Baker President & CEO MSA Research
Donna Bales Managing Director Balmoral Advisory
Tahnya Baloukas Senior Associate Tactico
Brian Banks Managing Director Banks & Company
Andrea Baptiste Startups Business Amazon
Janos Barberis Founder SuperChargerFinTech Accelerator
Alexander Barclay Investment Manager MaRS Investment Fund Accelerator
Marc-Antoine Baril Engagement Manager PMP
Tony Barkett Managing Director Silicon Valley Bank

International Development

Our advisors are located in 15 countries making the potential to integrate into new markets a smoother process.

Our advisors support portfolio companies on everything from investments, customer introductions, product development, tech roadmaps, and regulations, to name a few. These advisors have expertise across diverse fintech sub-verticals including digital lending, wealthtech, capital markets, banking infrastructure and automation, insurtech, digital payments, regtech, cybersecurity, digital assets and digital banks.

Such a diverse advisor network provides expertise  in  the latest innovations in each sub-vertical and a real-time market perspective for investment decision-making and our portfolio’s accelerated growth.

A majority of our advisors are located in Canada, expediting the go-to market timeline and establishing a base in Canada to target the larger North American market. The remainder helps our FinTech companies grow their reach into international markets.