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
Dmitry Demidenko Founding Partner
Matthew Denning Managing Partner Yugen Partners
Matthew Denning Managing Partner Yugen Partners
Jeff Dennis Entrepreneur-in-Residence Fasken Martineau DuMoulin LLP
Michael Devlin Principal Consultant Devlin Consulting
Jonathan Dextras-Romagnino VP, Relationship Management, Technology & Innovation Banking RBC
Amrit Dhillon Senior Associate Thomvest Ventures
Gian Carlo Di Tommaso Partner JPK Capital
Michael DiCarlo Analyst Wilson LLC
David Dienesch CEO Euler Hermes North America
Henri Dolino Digital Transformation Executive Corporate Strategy
Jean-Michel Domard Director Espresso Capital
David Dufresne Partner Panache Ventures
Kristy Duncan Founder & CEO Women in Payments
Joseph Dunleavy Senior Consultant (Innovation, Architecture and Emerging Tech) TCS
Brendan Dunn CEO Holdun Family Office
Whitney Dunn Counsel Department of Justice Canada
Maggie Dunphy CFO Holdun Family Office Canada Inc.
Nick Durham Senior Associate Shadow Ventures
Dr. Anthony E Stamatakis Senior Management Consulting
Peter E. Braun Member Board of Directors EBAN
Karim E. Chajid Chief Advisor, Strategic Alliances & Partnerships National Bank of Canada
Nectarios Economakis Partner PNR
Connor Edwards Investment Manager MaRS Investment Fund Accelerator
Sam El Falah Marketing & Logistics Lead Holt

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.